Cdfh
【凱基銀行/通路發展處.頂富私人理財部.業務一科】頂富私人理財專員兼任松江分行理財專員
松江(銀行)
Get past the screening software and onto a recruiter's desk
hirly rewrites your resume for this job — matching the keywords and skills in the posting, moving your most relevant experience to the top, and writing a cover letter to fit. About 30 seconds.
- Keywords matched to this posting
- Fit score before you apply
- Cover letter included
Apply from your AI assistant
Connect hirly to Claude and ask it to apply to this job. hirly tailors your resume, fills the employer’s form and asks before sending. ChatGPT: manual setup today.
Some employer sites stop an application at a CAPTCHA or sign-in and hand it back with a link. Applying needs a paid plan. Works with any assistant that supports MCP.
hirly's read of this role
- Seniority
- Mid level
- Country
- TW
- Work mode
- On-site / unstated
- First seen by hirly
- 3 Oct 2026
Derived automatically from the posting. Upload your resume above to see how the role scores against it.
the posting
Join us to build a leading financial company in Asia!
Job Family
業務/銷售/KGIB Sales、 業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)
Job Description
- 開發銀行高資產客群並提供銀行高資產客戶全方位的理財服務，具備財富管理專業知識並提供客戶完整的財務規劃及客戶服務。
- 1、落實年度業務執行計畫及目標，具獨立拓展與開發業務能力，執行高資產客戶之潛在客源開拓並尋找業務機會。
- 2、熟悉各項金融產品之專業知識，透過財務需求分析/投資檢視深入了解客戶整體需求，提供以高資產客戶為中心的全方位財務解決方案。
- 3、建立緊密的客戶關係，根據客戶需求提供差異化的銀行和財富管理服務體驗，提升客戶與銀行的往來黏著度。
- 4、定期審視客戶資產配置組合，依據投資交易策略提供客戶建議，主動向客戶更新符合客戶需求的產品/市場資訊及並提升客戶產品滲透率
- 5、遵守相關法令規範，並確保相關開戶/交易文件之及時性及正確性
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)
Listed on hirly, a job board. hirly is not the employer: Cdfh is hiring for this role.
Similar jobs
Want this one?
Upload your resume and hirly rewrites it for this job and writes the cover letter — in about thirty seconds, before you sign up.
Tailor my resume for this job