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 1.銷售理財通路專屬商品 2.為客戶及家族進行財務規劃與資產傳承建議 3.維繫既有客戶關係及售後服務 Education – Degree / Field of Study 學士/Bachelor…
Skills: Sales Support, Financial Planning, Customer Relationship Management, Asset Transfer, Client Services
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 法務/Legal (Job Family) Job Description 工作內容說明: 1.處理本公司訴訟及強制執行案件。 2.審閱對外發文函稿及公司對外合約。 3.提供內部單位法律意見。 4.審閱保單條款。 條件要求: 工作經驗:1年以上。 語言條件(外語):不拘。 擅長工具: 具文書處理能力。 其他工…
Skills: Litigation Management, Contract Review, Legal Opinion Drafting, Insurance Policy Review, Communication
Kaohsiung, 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 職務說明 工作內容： 1.配合總部/地區業務推動及執行策略 2.業務單位之業務推動、績效管理、行銷輔導及活動管理 3.業務通路相關活動企劃與執行 4.規劃激勵銷售措施及活動策劃執行 5.業務相關文…
Skills: Sales Support, Performance Management, Marketing Guidance, Event Planning, Sales Incentive Planning
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.負責金融產品(信用貸款、信用卡等..)推廣 2.配合公司策略，拓展新客源，以及維護既有客戶 Education – Degree / Field of Study Work…
Skills: Financial Product Promotion, Customer Acquisition, Customer Relationship Management, Credit Loans, Credit Cards
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
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
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
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
Tainan, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 保險新業務開發 - 通路業務/Insurance Business Development - Intermediary Sales Channel Job Description 加入我們，一起打造亞洲領先的金融企業! 職務類別 保險新業務開發 - 通路業務/Insurance Business Devel…
Skills: Sales Coaching, Education and Training, Administrative Support, Relationship Management, Marketing Activity Planning
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 作業-法人金融/Corporate Banking (KGIB_OPS_CB) Job Description 1.確實執行檢視私人銀行客戶KYC完成與完整度覆核作業，降低作業風險產生之可能性。 2.協助建立私人銀行客戶管理(PB CM)團隊(包含但不限於訓練所屬成員) 3.與法遵洗防、法各金業務、授信審查等…
Skills: KYC Review, Private Banking, Risk Management, Compliance, Anti-Money Laundering
New Taipei, 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 積極開發薪轉業務，提供客戶合適的金流方案，達成個人薪轉業務目標 1.開發目標之薪轉客戶，瞭解客戶的需求，執行薪轉業務之推廣與策略 2.維繫既有薪轉客戶，提供即時產品服務，提升與本行往來黏著度 3.各項交…
Skills: Business Development, Payroll Services, Customer Relationship Management, Cross-selling, Financial Planning
New Taipei, 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 積極開發薪轉業務，提供客戶合適的金流方案，達成個人薪轉業務目標。 1.開發目標之薪轉客戶，瞭解客戶的需求，執行薪轉業務之推廣與策略。 2.維繫既有薪轉客戶，提供即時產品服務，提升與本行往來黏著度。 3.…
Skills: Business Development, Payroll Services, Customer Relationship Management, Cross-selling, Financial Planning
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.系統監控與維護： 透過監控平台掌握伺服器與網路狀態，確保系統正常。 2.例行維運與健檢： 依SOP定期進行系統更新、修補與效能調校。 3.備份與災備管理： 執行資料備份排程與災難復原演練。 …
Skills: System Monitoring, Network Maintenance, System Updates, Performance Tuning, Backup Management
Kaohsiung, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 保險新業務開發 - 直接銷售/Insurance Business Development - Direct Sales Channel Job Description 加入我們，一起打造亞洲領先的金融企業! 職務類別 保險新業務開發 - 直接銷售/Insurance Business Development…
Skills: Channel Development, Relationship Management, Quotation Processing, Sales Training, Communication
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 保險新業務開發 - 直接銷售/Insurance Business Development - Direct Sales Channel Job Description 加入我們，一起打造亞洲領先的金融企業! 職務類別 保險新業務開發 - 直接銷售/Insurance Business Development…
Skills: Website Testing, Test Case Writing, Functional Testing, Integration Testing, Acceptance Testing
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 跨功能管理 /General Management and Administration (OPS_AGA) Job Description 工作內容 在乎你的職涯，加入凱基 成就你的未來! 感謝您申請2026儲備幹部計畫，您可依您職涯規畫，多元選擇凱基金控集團各子公司的儲備幹部職務!! 加入凱基金控集團儲備…
Skills: Industry Research, Investment Evaluation, Financial Analysis, Market Assessment, Post-Investment Management
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 跨功能管理 /General Management and Administration (OPS_AGA) Job Description 工作內容 在乎你的職涯，加入凱基 成就你的未來! 感謝您申請2026儲備幹部計畫，您可依您職涯規畫，多元選擇凱基金控集團各子公司的儲備幹部職務!! 加入凱基金控集團儲備…
Skills: Investment Case Evaluation, Financial Analysis, Market Industry Assessment, Business Development, Post-Investment Management
Taipei, Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 跨功能管理 /General Management and Administration (OPS_AGA) Job Description 工作內容 在乎你的職涯，加入凱基 成就你的未來! 感謝您申請2026儲備幹部計畫，您可依您職涯規畫，多元選擇凱基金控集團各子公司的儲備幹部職務!! 加入凱基金控集團儲備…
Skills: Investment Case Evaluation, Financial Analysis, Market Industry Assessment, Business Development, Post-Investment Management
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 行銷/Marketing (Job Family) Job Description 1.各通路商品(投資型為主)輔銷文件、建議書開發及維運管理 2.市場同業投資型商品調研及競品分析 3.支援各通路專案推廣活動溝通聯繫協調 Education – Degree / Field of Study 學士/Bache…
Skills: Product Planning, Market Research, Competitive Analysis, Sales Support Documentation, Project Coordination
Taiwan · On-site
Join us to build a leading financial company in Asia! Job Family 品質保證/Quality Assurance Job Description 加入我們，一起打造亞洲領先的金融企業! 職務類別 品質保證/Quality Assurance 【職務內容】 保服作業系統需求訪談、規劃、測試與上線作業保服作業流程優化、自動化提升規劃與管理保服業務專案規劃與管理 【資格條件】 大學…
Skills: Requirement Analysis, System Planning, Software Testing, Process Optimization, Automation Planning
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The role involves selling exclusive financial products and providing financial planning and asset transfer advice to clients and their families. Additionally, it includes maintaining existing client relationships and offering after-sales service.
A bachelor's degree is required for this position. The company seeks individuals who are innovative and willing to embrace challenges in the finance industry.
Join us to build a leading financial company in Asia!
Job Family
銷售支援與管理/Sales Support and AdministrationJob Description
1.銷售理財通路專屬商品
2.為客戶及家族進行財務規劃與資產傳承建議
3.維繫既有客戶關係及售後服務
Education – Degree / Field of Study
學士/Bachelor DegreeWork Shift
正常工時 (Regular) - 需打卡 (Taiwan)