Cdfh
【凱基證券/多元通路部】跨售經理(CSM)
凱基大直大樓(證券)
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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
證券業務與服務/Retail Securities Sales and Service
Job Description
工作內容：
1.協助關係企業通路推廣台股、複委託等相關業務
2.輔導關係企業業務員取得共銷證照並完成登錄
3.配合關係企業，舉辦商品諮詢協銷教育訓練及客說會
資格條件：
1.大學畢，有人身保險業務員及財富管理頁務人員資格
2.至少三年證券業或銀行理專相關工作經驗
3.在 經營 、 輔導通路有 3 年以上經驗
4.口語表達佳，有良好的公眾演說力，擅長簡報與行銷推廣
5.樂於團隊合作，有良好的溝通協調及夥伴關係經營能力
工作地點：依工作需求駐於分公司據點
Education – Degree / Field of Study
學士/Bachelor Degree
Work Shift
正常工時 (Regular) (Taiwan)
Listed on hirly, a job board. hirly is not the employer: Cdfh is hiring for this role.
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