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Job Family
業務/銷售/KGIB Sales、 業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)
1.協助理財顧問處理投資商品申購、贖回及相關交易作業
2.檢核交易文件、風險揭露及相關合規文件之完整性
3.製作業績報表、管理報表及簡報資料
4.負責部門行政事務與營運支援工作
5.協助安排客戶會談、接待貴賓及後續服務追蹤
6.配合法遵、風控、後台單位完成相關作業
7.協助部門制度建置與流程優化
8.其他主管交辦事項
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)
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.
