Tainan, Taiwan · On-site
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 1.提供有關基金、債券、市場條件、投資前途及財務狀況等資料。 2.分析基金、債券、外匯及其他財務市場之趨勢。 3.完成客戶交付之基金、股票、公債、外匯等買賣訂單。 4.開發新客…
Skills: Financial Analysis, Investment Consulting, Customer Relationship Management, Portfolio Management, Business Development
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 法務/Legal (Job Family) Job Description 1. 辦理海內外自有投資之法令遵循事宜，以確保集團投資業務之合規進行並維護投資權益。 2. 辦理海內外外籌基金之法令遵循事宜，以確保集團資產管理業務之合規進行並維護基金及投資人之利益。 3. 辦理集團投資業務之規劃及政策建議，以促進集…
Skills: Legal Compliance, Contract Review, Financial Regulation Analysis, Legal Consulting, English Proficiency
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 行政服務/Administrative Services (Job Family) Job Description 1.對 法遵、AML防制洗錢有興趣了解 2.做事細心、邏輯清楚 3.具備基本 Office 工具能力（Word / Excel / PowerPoint） 4.良好溝通能力與學習態度，能主動提問…
Skills: Compliance, Anti-Money Laundering, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-法人金融/Corporate Banking (KGIB_SP_CB) Job Description 1、佐理RM開發客戶 2、企業信用分析報告(CA)撰寫 3、協助RM客戶關係管理 4、授信戶貸後管理作業 [其他條件]*良好溝通能力，態度積極*抗壓性強、具強烈企圖心及自信心且勇於接受挑戰 *具備…
Skills: Client Relationship Management, Corporate Credit Analysis, Credit Approval Process, Post-Loan Management, Communication Skills
Taitung City, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cashier Operations, Digital Banking Promotion, Account Opening
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務管理-個人金融/Retail Banking (Job Family) Job Description 規劃並執行財富管理客群經營與行銷策略，提升客戶價值與黏著度 策劃與推動理財產品跨售及相關客戶經營活動，提升業務成效負責跨金控集團專案的規劃與落實，確保策略執行順暢撰寫行銷廣宣設計文案，打造具吸引力的品牌…
Skills: Marketing Planning, Project Management, Wealth Management, Customer Relationship Management, Cross-selling
Taichung, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 銷售支援與管理/Sales Support and Administration Job Description 工作內容說明 (1)教育訓練相關課程與活動的執行 (2)承辦各項訓練行政工作 (3)保險相關課程的授課 協助公司各項活動的舉辦 條件要求 工作經驗：2年以上工作經驗 工作技能：具有基礎授課能力 其…
Skills: Teaching Ability, Insurance Knowledge, Financial Knowledge, Course Execution, Administrative Support
Taoyuan City, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cashier Operations, Digital Banking Promotion, Account Opening
Taipei, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cash Handling, Digital Banking Promotion, Account Opening
Taichung, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cash Handling, Digital Banking Promotion, Account Opening
Kaohsiung, Taiwan · On-site
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 開發銀行高資產客群並提供銀行高資產客戶全方位的理財服務，具備財富管理專業知識並提供客戶完整的財務規劃及客戶服務。 1、落實年度業務執行計畫及目標，具獨立拓展與開發業務能力，執行…
Skills: Wealth Management, Financial Planning, Asset Allocation, Client Relationship Management, Financial Product Knowledge
Weiyang District, Shaanxi, China · On-site
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 現金卡、信用卡及個人信用貸款行銷推廣 Education – Degree / Field of Study Work Shift 正常工時 (Regular) - 需打卡 (…
Skills: Mortgage Development, Credit Risk Assessment, Financial Evaluation, Loan Application Processing, Collateral Valuation
Toucheng Township, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cash Handling, Digital Banking Promotion, Account Opening
Changhua City, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cash Handling, Digital Banking Promotion, Account Opening
Tainan, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cash Handling, Digital Banking Promotion, Account Opening
Taichung, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cashier Operations, Digital Banking Promotion, Account Opening
Taichung, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Bank Counter Transactions, Customer Service, Account Opening, Digital Banking Promotion, Retail Banking Operations
Hsinchu, Taiwan · On-site
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 1.提供有關基金、債券、市場條件、投資前途及財務狀況等資料。 2.分析基金、債券、外匯及其他財務市場之趨勢。 3.完成客戶交付之基金、股票、公債、外匯等買賣訂單。 4.開發新客…
Skills: Financial Analysis, Wealth Management, Customer Relationship Management, Investment Consulting, Portfolio Management
New Taipei, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 處理銀行櫃檯交易實作 : -存匯櫃台實習，ex.存提匯款交易、受理定存交易等 -服務台實習，ex.協助客戶辦理開戶、各項存匯業務約定申請及變更、推廣客戶申辦信用卡等 -擔…
Skills: Retail Banking, Customer Service, Cash Handling, Digital Banking Promotion, Account Opening
Taichung, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 銷售支援與管理/Sales Support and Administration Job Description 工作內容說明： 1.教育訓練相關課程與活動的執行 2.承辦各項訓練行政工作 3.保險相關課程的授課 4.協助公司各項活動的舉辦 條件要求： 工作經驗：1年以上工作經驗 語言條件(外語)：不拘 擅長…
Skills: Training Execution, Administrative Support, Insurance Instruction, Event Planning, Financial Knowledge
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide clients with information on funds, bonds, and market trends to offer financial advice. Responsible for executing trading orders, developing new clients, and achieving branch wealth management targets.
Candidates must possess at least 5 out of 7 specific financial certifications, including ethics, trust products, and insurance. A university degree is required for certain certification equivalencies.
Join us to build a leading financial company in Asia!
Job Family
業務銷售-個人金融/Retail Banking (Job Family) (KGIBSSRB)Job Description
1.提供有關基金、債券、市場條件、投資前途及財務狀況等資料。
2.分析基金、債券、外匯及其他財務市場之趨勢。
3.完成客戶交付之基金、股票、公債、外匯等買賣訂單。
4.開發新客戶。
5.維護客戶關係。
6.執行客戶指定之交易事項。
7.完成分行及個人理財業務目標。
【證照需求】
下列7項必備證照，至少須具備5項：
1.金融市場常識與職業道德
2.信託商品(信託業業務人員)
3.人身保險(人身保險業務員)
4.債券及基金商品(符合下列資格之一)：
(1)投信投顧法規
(2)證券商高級業務人員
(3)投信投顧業務人員
(4)證券投資分析人員
(5)曾任國內、外基金經理人工作經驗一年以上
(6)大學以上學歷，擔任證券、期貨機構或信託業之業務人員三年以上
5.外幣型保險(人身保險業務員銷售外幣收付非投資型保險)
6.衍生性金融商品(結構型商品銷售人員或衍生性金融商品銷售人員資格測驗)
7.投資型保險(投資型保險業務員)
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)