Cdfh
【凱基銀行/通路發展處.頂富私人理財部.業務二科】頂富私人理財業務助理兼任松江分行業務專員
松江(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
- 27 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/KGIB Sales、 業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)
Job Description
- 1.協助理財顧問處理投資商品申購、贖回及相關交易作業
- 2.檢核交易文件、風險揭露及相關合規文件之完整性
- 3.製作業績報表、管理報表及簡報資料
- 4.負責部門行政事務與營運支援工作
- 5.協助安排客戶會談、接待貴賓及後續服務追蹤
- 6.配合法遵、風控、後台單位完成相關作業
- 7.協助部門制度建置與流程優化
- 8.其他主管交辦事項
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)
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