Ctbcholding
信用專業規劃師
Taipei
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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
中國信託商業銀行
Your Career Our Future
【工作內容】
1.協助個人/企業進行信用管理與財務規劃。內容 涵蓋信用分析、改善策略、金融規劃等服務。
2.與客戶關係經理(PB RM)銷售諮詢與支援。
3.支援行內相關訓練及業務流程建置。
【資格條件】
1.大學(含)以上商學相關系所畢業
2.具備法人金融(或企業金融)工作經驗或私人銀行信貸產品服務經驗
5~7年以上，熟悉高資產客戶常用的貸款工具，如資產抵押貸款（Lombard loan）、房地產融資、企業授信等，具備財務分析能力及熟悉全球及區域性信貸趨勢。
- 3.具信託、內控等相關證照，有初階授信證照尤佳
- 4.具良好的說服與溝通技巧, 具備客戶服務能力，能洞察客戶需求佳
【職缺資訊】
．薪資待遇：面議（經常性薪資達4萬元或以上）
．職務屬性：全職
．上班時段：日班
．休假制度：依公司規定
．工作地點：台北市
．可上班日：面議
．需求人數：1 ~ 1
．管理責任：無
．出差外派：無須出差
【其他條件】
Listed on hirly, a job board. hirly is not the employer: Ctbcholding is hiring for this role.
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