CTBC Financial Holding Co., Ltd

個金_理財專員FA(全台)

CTBC Financial Holding Co., Ltd  •  Taipei, TW (Onsite)  •  3 months ago
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Job Description

中國信託商業銀行

Your Career Our Future

【工作內容】
1.提供多樣化的金融服務,協助客戶分散風險、創造收益
2.建立與經營長期客戶關係,定期追蹤客戶資產狀況,主動提供市場資訊與調整建議
3.從客戶需求出發,提供全方位理財規劃建議及完整的金融服務。
【資格條件】
.工作經歷要求:具一年以上銀行財富管理經驗或二年以上保險、證券等理財規劃相關經驗優先安排面試
.學歷要求:大學(含)以上畢業不限科系
.應備證照:具3張以上金融相關證照(如人身保險、產險、投資型保險、外幣收付、信託、投信投顧、結構型產品、初階授信)
【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:台北市南港區全省各分行(依公司指派)
.出差外派:無須出差

【具備特質】
1.主動積極,具良好溝通協調能力
2.喜歡與人接觸,樂於團隊合作
3.高抗壓性,喜歡從事金融相關工作、對金融趨勢感興趣

★中信理專特色★

【專業團隊支援】以財富管理起家的中國信託銀行,能提供給您最具標竿的中後台資源,從多元產品、專家陪訪、作業面支援等,讓服務客戶不再是單打獨鬥,而能透過更具競爭力的工具掌握市場優勢、提升銷售動能。

【豐沛客戶資源】享有充沛的優質客戶資源,讓您贏在起跑點,可專注於客戶全方位的理財規劃。

【持續學習成長】入職後針對各類產品及銷售技巧提供實體及線上訓練,並鼓勵取得專業證照(如CFP、AFP),助您在職涯上不斷突破自我,打造專業競爭力。

CTBC Financial Holding Co., Ltd

About CTBC Financial Holding Co., Ltd

CTBC Financial Holding Co., Ltd. was established on May 17, 2002 and headquartered in Taipei City of Taiwan, hiring over 25,000 employees worldwide. CTBC Holding houses eight subsidiaries: CTBC Bank Co., Ltd., Taiwan Life Insurance Co., Ltd., CTBC Securities Co., Ltd., CTBC Venture Capital Co., Ltd., CTBC Asset Management Co., Ltd., CTBC Investments Co., Ltd., CTBC Security Co., Ltd. and Taiwan Lottery Corporation.

To date, CTBC Holding's primary subsidiary—CTBC Bank—has a total of 150 branches in Taiwan with 107 outlets (office, branch, subsidiary and branch of subsidiary) worldwide, including the U.S., Canada, Japan, Indonesia, the Philippines, India, Thailand, Vietnam, Malaysia, Hong Kong, Singapore, China, Myanmar, and Australia, making CTBC Bank is the most internationalized financial institutions in Taiwan.

Looking ahead, CTBC Holding will continue to stand by its brand spirit “We are family”, its corporate mission to “protect and build,"​ and its brand values of being "Caring, Professional, and Trustworthy"​ as we provide customers with a complete array of convenient financial services. CTBC Holding will continue to strive to be Taiwan Champion, Asian Leader, and the financial institution most worthy of client trust.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Taipei City, TW
Year Founded
2002
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