Ctbcholding
個金_私人銀行專屬理財投資顧問(Investment Advisor)
Taipei · Taoyuan · Hsinchu · Taichung · Tainan · Kaohsiung
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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.全方位了解並梳理高資產客戶投資理財規劃需求，統籌行內外理財規劃資源，提供客戶全資產解決方案
- 2.負責高資產客戶之資產配置與投資績效管理，掌握市場波動與尋找投資機會、提供客製化投資方案及售後服務
- 3.協助提升私人銀行客戶關係經理(RM)金融產品知識專業度，共同擬定客戶經營計畫及作戰目標
【資格條件】
．工作經歷要求：5年以上工作經驗
．學歷要求：碩士, 大學
．語文條件：英文精通
．擅長工具：Excel, PowerPoint
【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：全台
．可上班日：不限
．需求人數：不拘
．管理責任：無
．出差外派：國內短期
【其他條件】
- 1. 具境內/外金融產品知識與交易經驗，並有投資規劃之相關背景5年以上佳，具資產管理及私人銀行經驗者尤佳
- 2. 具金融相關證照(CFP、CFA、證券分析師、人身保險、財產保險、投資型保險、外幣收付 保險、信託、投信投顧、結構型/衍生性商品等證照)
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