China Development Financial 中華開發金控

【凱基銀行/ 財富管理處.理財產品部.基金暨債券科】投資產品專員-2

China Development Financial 中華開發金控  •  Taiwan, TW (Onsite)  •  2 months ago
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Job Description

Join us to build a leading financial company in Asia!

Job Family

產品企劃-個人金融/Retail Banking (Job Family) (KGIB_PP_RB)

1.充分了解基金/債券產品,確保及時和準確的基金公司或證券公司/產品上架及產品/投資組合管理。

2.遵守所有相關的外部法規規定和內部相關規範。

3.在產品推廣、作業流程等方面,支援協助各銷售通路,以推動整體業務和資產管理規模成長。

4.協助前線解決產品相關問題,滿足客戶需求。

5.執行各項客戶溝通計畫,協助客戶數成長。

6.協助系統與各項專案執行。

Education – Degree / Field of Study

Work Shift

正常工時 (Regular) - 需打卡 (Taiwan)

China Development Financial 中華開發金控

About China Development Financial 中華開發金控

China Development Financial (CDF) has evolved into a full-fledged business group of four key earnings drivers, from life insurance, banking, securities, to venture capital/private equity.

CDF continues its commitment to corporate governance and sustainability and envisions itself a leading financial institution in the Asia Pacific region and beyond.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Taipei, TW
Year Founded
2001
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