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
Tainan, Taiwan · On-site
台灣人壽保險股份有限公司 Your Career Our Future 1.保經代通路銷售人員之輔導及訓練 2.保經代業務關係經營 3.業務活動規劃與執行
Skills: Sales Coaching, Training, Relationship Management, Activity Planning, Execution
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
Tainan, Taiwan · On-site
台灣人壽保險股份有限公司 Your Career Our Future 職務說明 1.新契約案件審核(銀行通路尤佳)／進度控管及照會追蹤 2.核保電話諮詢服務 3.新契約內控查核相關作業 4.其他主管交辦事項
Skills: Underwriting, Case Review, Progress Control, Internal Control Audit, Customer Service
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
Tainan, Taiwan · On-site
Role Purpose Perform monthly unit cost fcst and support plant to deliver target Assist Plant with annual budget and 5 year plan preparation Build and maintain cost models to provide financial support for various manufact…
Skills: Financial Forecasting, Budgeting, Cost Modeling, Capital Management, Financial Reporting
Tainan, Taiwan · On-site
Role Purpose Perform monthly unit cost fcst and support plant to deliver target Assist Plant with annual budget and 5 year plan preparation Build and maintain cost models to provide financial support for various manufact…
Skills: Unit Cost Forecasting, Financial Closing, Budgeting, Cost Modeling, Capital Management
Tainan, Taiwan · On-site
中國信託商業銀行 Your Career Our Future 1.內部業績或各類報表製作 2.文件整理、歸檔、客戶檔案整理 3.文書處理及資料鍵檔 4.部門行政事務及其他主管交辦事項
Skills: Report Generation, Document Management, Data Entry, Administrative Support, Financial Services
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, Business Development, Portfolio Management
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)There are currently 9 open finance & accounting positions in Tainan, Taiwan listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include 凱基金控 KGI Financial, CTBC Bank, Corning Incorporated, among others. Browse the listings above to see every active employer.
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
