CTBC Financial Holding Co., Ltd

個金_私人銀行專屬投資經理(Investment Advisor)

CTBC Financial Holding Co., Ltd  •  480k/yr  •  Taipei, TW (Onsite)  •  5 months ago
Expired
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Job Description

中國信託商業銀行

Your Career Our Future

【工作內容】

1. 經營高資產客戶之投資往來,專責高資產客戶之投資資產配置與投資績效管理。

2. 掌握市場波動與議題尋找投資機會、設計滿足客製化需求之投資主題產品方案及高資產客戶投資組合績效檢視。

3. 解讀投資市場快訊、主持投資市場晨會及提升私人理財客戶關係經理(PB)金融產品知識專業度。

【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: 聽/精通‧說/精通‧讀/精通‧寫/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:台北市南港區全省

.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. 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5-10年,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)

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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