CTBC Financial Holding Co., Ltd

個金_投資專業規劃師IS(全台)

CTBC Financial Holding Co., Ltd  •  480k/yr  •  Taipei, TW (Onsite)  •  5 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.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

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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