Cdfh
【凱基銀行/通路發展處.北一區.敦北分行】分行理財專員
敦北(銀行)
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hirly's read of this role
- Seniority
- Mid level
- Country
- TW
- Work mode
- On-site / unstated
- First seen by hirly
- 3 Sept 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
- 1.提供有關基金、債券、市場條件、投資前途及財務狀況等資料。
- 2.分析基金、債券、外匯及其他財務市場之趨勢。
- 3.完成客戶交付之基金、股票、公債、外匯等買賣訂單。
- 4.開發新客戶。
- 5.維護客戶關係。
- 6.執行客戶指定之交易事項。
- 7.完成分行及個人理財業務目標。
- 【證照需求】
- 下列7項必備證照，至少須具備5項：
- 1.金融市場常識與職業道德
- 2.信託商品(信託業業務人員)
- 3.人身保險(人身保險業務員)
- 4.債券及基金商品(符合下列資格之一)：
- (1)投信投顧法規
- (2)證券商高級業務人員
- (3)投信投顧業務人員
- (4)證券投資分析人員
- (5)曾任國內、外基金經理人工作經驗一年以上
- (6)大學以上學歷，擔任證券、期貨機構或信託業之業務人員三年以上
- 5.外幣型保險(人身保險業務員銷售外幣收付非投資型保險)
- 6.衍生性金融商品(結構型商品銷售人員或衍生性金融商品銷售人員資格測驗)
- 7.投資型保險(投資型保險業務員)
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)
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