B-《實習》金融市場處-財務行銷實習生

1.協助通路達成理財預算目標 

2.財富商品推動及業務政策宣導 

3.輔佐通路主管擬定業務區商品聚焦銷售策略 

4.協助通路主管辦理人員產能分析與提升 

5.通路銷售人員專案商品輔銷輔訓 

6.財富管理客戶陪訪 

7.舉辦並可主講通路中、小型客戶關懷、理財說明會

1.會計帳務及報表編製 

2.會計師查核PBC資料彙整暨財務報告編製與核對 

1. Accounting operations and financial statement preparation. 

2. Compilation of PBC documents for auditor review, and preparation and reconciliation of financial reports. 

Accounting , Finance, Taxation, and Business or related fields perferred.