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Open nowPosted today

【凱基銀行/財富管理處.理財諮詢部.私銀理財諮詢科】私銀財富規劃師

cdfh479 open roles

Where
凱基金控總部/ KGIFH Building
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Your applicationOpen now【凱基銀行/財富管理處.理財諮詢部.私銀理財諮詢科】私銀財富規劃師cdfh · 凱基金控總部/ KGIFH Building

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on cdfh's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.7% of postings close within 7 days. Measured by our own scanner across the market. cdfh postings stay open a median of 17 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.8%3 days
  3. 13.7%7 days
  4. 22.1%14 days
  5. 37.6%30 days
  6. 59.1%60 days
This job: posted today

cdfh median: 17 days open

The posting

Join us to build a leading financial company in Asia!

Job Family

業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)

Job Description

客戶關係管理

  • 開發新客戶，維護並深化現有客戶關係
  • 了解客戶的財務狀況、需求、目標與風險承受度
  • 定期與客戶溝通，提供理財建議與市場資訊

財務規劃與建議

  • 根據客戶需求，制定個人化理財規劃（如退休規劃、教育基金、資產配置等）
  • 提供投資組合建議，包括股票、債券、基金、保險、信託等金融產品
  • 分析市場動向，協助客戶調整投資策略

金融產品銷售與推廣

  • 推廣銀行、證券、保險等機構的理財產品
  • 介紹合適的投資工具，協助客戶完成交易
  • 達成業績目標與銷售指標

風險管理與合規

  • 評估客戶投資風險，提出風險控管建議
  • 確保所有操作符合相關法規、公司政策及道德標準

市場與產品知識更新

  • 持續學習新金融產品、投資工具及市場資訊
  • 參加培訓與專業認證，提升專業能力

行政與報告工作

  • 完成客戶資料管理、文件審核、報表製作等行政事務
  • 定期向主管或團隊回報業績與客戶狀況

Education – Degree / Field of Study

Work Shift

正常工時 (Regular) - 需打卡 (Taiwan)

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    The review screen in CV Rocket: how each CV was read, round by round.

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