Cdfh
【凱基銀行/通路發展處.台南區.永康分行】分行經理
永康(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 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-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)
Job Description
1. 負責分行各項營運與人事管理
2. 達成各項財富管理業務推展目標。
3. 開拓業務客戶以達成業績目標並維繫良好客戶關係。
需求條件 :
1. 具理財業務主管職三年以上之經歷。
2. 具備下列證照
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) 證券及基金商品 ( 符合下列資格之一 ) ：
A. 信託加考投信投顧法規
B. 證券商高級業務人員
C. 投信投顧業務人員
D. 證券投資分析人員
E. 曾任國內、外基金經理人工作經驗一年以上
F. 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) 結構型商品 ( 結構型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) - 免打卡 (Taiwan)
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