高資產客戶財務規劃顧問

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

針對合作通路高資產客戶(資產達NTD 30m以上之客戶)提供必要之協助，包含但不限於教育訓練、客戶說明會、客戶案件分析、洽談與保戶服務，以開發高資產客戶，並提供客戶合適之財務規劃與商品建議，以推動通路業務成長。

工作內容:

• 1. 針對內部IC、教育訓練團隊以及外部銷售人員設定教育訓練計畫，並提供理財規劃、稅負、銷售技能訓練以提升銷售人員職能與業務產出
• 2. 負責高資產客戶專屬說明會主題規劃、內容產出、擔任客戶說明會講者，以提升客戶需求意識，進而促進業務產出。
• 3. 與內部輔銷人員(IC)、外部銷售人員(RM、通路輔銷人員)協作，針對高資產客戶案件進行事前研討、產出規劃建議，依據通路實際需求協助案件洽談與定期檢視，以強化高資產客戶業務產出
• 4. 高資產客戶相關之輔銷素材、定期市場洞察報告產出，以利前線業務推動。 5. 與內部相關單位協作，參與高資產客戶專屬商品開發

需求條件:

• 學歷：大學學歷以上，財稅、會計、地政、法律、財金相關科系。
• 專業資格：具備律師、會計師、地政士、不動產經紀人、不動產鑑價師資格尤佳
• 工作經驗：5-10年以上工作經驗，具備律師事務所、稅務顧問公司、會計師事務所、家族辦公室、不動產規劃鑑價、銀行理財專員、私人銀行銷售或輔銷實務經驗尤佳

 

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.