Ctbcholding

個金_投資專業規劃師IS(全台)

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.針對高資產客戶提供Capital Market投資需求探詢、市場分析、投資策略等專業諮詢服務。
2.與客戶關係經理(PB RM)或理專銷售諮詢與支援。
3.支援行內相關訓練及行銷活動。

【資格條件】
．工作經歷要求：7年以上工作經驗
．學歷要求：碩士, 大學
．科系要求：商業及管理學科類
．語文條件：不拘
【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,08:50~17:30
．休假制度：週休二日
．工作地點：台北市南港區依公司指派
．可上班日：不限
．需求人數：不拘
．管理責任：無
．出差外派：無須出差

【其他條件】
1.大學(含)以上商學相關系所畢業
2.金融投資諮詢相關工作經驗10年以上，具Capital Market領域專長，如證券投資組合建構、衍生性產品實務經驗、TMU單位經驗等
3.具信託、證券高級業務員、證券投資分析人員、投信投顧營業員、人身保險、產物保險、外幣收付之非投資型人身保險等相關證照尤佳
4.具良好的說服與溝通技巧

Original posting on Ctbcholding's site ↗

Listed on hirly, a job board. hirly is not the employer: Ctbcholding is hiring for this role.

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