CTBC Financial Holding Co., Ltd logo
個金_保險規劃師IP(全台)
full-timeTaipei City

Summary

Location

Taipei City

Type

full-time

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About this role

中國信託商業銀行

Your Career Our Future

【工作內容】 1.提供銀行財富管理客戶人生風險規劃諮詢服務 2.協助區域分行財富管理作戰策略擬定 【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, 專科 .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:台北市南港區與依公司指派實作支援區域 .可上班日:一個月內 .需求人數:不拘 .管理責任:無 .出差外派:無須出差 【其他條件】 1.具保險業務員、保險經紀人、保險顧問IC等相關壽險業務銷售經驗5~10年 2.曾任保險顧問、或有處理保全/理賠或客戶申訴案件經驗者尤佳 3.具保險信託相關證照尤佳 4.具經營高資產客戶經驗者尤佳

Other facts

Tech stack
Wealth Management,Risk Planning,Insurance Sales,Client Consultation,High Net Worth Client Management,Insurance Trust Certification,Claims Handling,Customer Complaint Resolution

About CTBC Financial Holding Co., Ltd

Established in 1966, CTBC Bank has been building customers' wealth and Taiwan's economy for over half a century now. In that time, it has grown into an international force offering a comprehensive suite of financial services.

Guided by the business principles of integrity and caring, CTBC Bank has a proud history punctuated by regular achievements and innovative services. In addition to our 152 branches nationwide, CTBC Bank has the most extensive international presence of any Taiwanese bank, with 216 overseas outlets across 14 countries and regions. With a subsidiary, The Tokyo Star Bank, purchased in Japan and CTBC Bank subsidiaries established in the U.S., Canada, the Philippines, and Indonesia, the Bank has laid a strong foundation for regional business, providing international enterprises with comprehensive transnational financial services.

We're determined to continue leading the industry in digitalization, leveraging fintech and Big Data to drive innovation and create entirely new and engaging digital experiences for our customers. We will also continue to expand our efforts in operational performance, corporate governance, corporate social responsibility, and environmental sustainability as we cement our status as “Taiwan Champion, Asia Leader.”

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1966

What you'll do

  • The role involves providing risk planning consultation services to wealth management clients and assisting in the formulation of wealth management strategies for regional branches. The position focuses on delivering comprehensive financial services to clients.

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Frequently Asked Questions

What does a 個金_保險規劃師IP(全台) do at CTBC Financial Holding Co., Ltd?

As a 個金_保險規劃師IP(全台) at CTBC Financial Holding Co., Ltd, you will: the role involves providing risk planning consultation services to wealth management clients and assisting in the formulation of wealth management strategies for regional branches. The position focuses on delivering comprehensive financial services to clients..

Why join CTBC Financial Holding Co., Ltd as a 個金_保險規劃師IP(全台)?

CTBC Financial Holding Co., Ltd is a leading Banking company.

Is the 個金_保險規劃師IP(全台) position at CTBC Financial Holding Co., Ltd remote?

The 個金_保險規劃師IP(全台) position at CTBC Financial Holding Co., Ltd is based in Taipei City, Taiwan. Contact the company through Clera for specific work arrangement details.

How do I apply for the 個金_保險規劃師IP(全台) position at CTBC Financial Holding Co., Ltd?

You can apply for the 個金_保險規劃師IP(全台) position at CTBC Financial Holding Co., Ltd directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.