Cdfh
【凱基銀行/財富管理處.理財諮詢部.私銀理財諮詢科】私銀財富規劃師
凱基金控總部/ KGIFH Building
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hirly's read of this role
- Seniority
- Mid level
- Country
- TW
- Work mode
- On-site / unstated
- First seen by hirly
- 9 Nov 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-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)
Job Description
客戶關係管理
- 開發新客戶，維護並深化現有客戶關係
- 了解客戶的財務狀況、需求、目標與風險承受度
- 定期與客戶溝通，提供理財建議與市場資訊
財務規劃與建議
- 根據客戶需求，制定個人化理財規劃（如退休規劃、教育基金、資產配置等）
- 提供投資組合建議，包括股票、債券、基金、保險、信託等金融產品
- 分析市場動向，協助客戶調整投資策略
金融產品銷售與推廣
- 推廣銀行、證券、保險等機構的理財產品
- 介紹合適的投資工具，協助客戶完成交易
- 達成業績目標與銷售指標
風險管理與合規
- 評估客戶投資風險，提出風險控管建議
- 確保所有操作符合相關法規、公司政策及道德標準
市場與產品知識更新
- 持續學習新金融產品、投資工具及市場資訊
- 參加培訓與專業認證，提升專業能力
行政與報告工作
- 完成客戶資料管理、文件審核、報表製作等行政事務
- 定期向主管或團隊回報業績與客戶狀況
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)
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