個金_投資專業規劃師is(全台)

CTBC Holding

Taipei, Taiwan
Base: negotiable; bonus/equity: not specified; ben...
7+ years of work experience
Capital market expertise
Client relationship management
Provide professional consulting services for high-net-worth clients regarding investment needs and market analysis

Job Summary

  • Provide professional consulting services for high-net-worth clients regarding investment needs and market analysis.
  • Collaborate with client relationship managers for sales support and consultation.
  • Engage in internal training and marketing activities to enhance service delivery.

Matching Summary

Provide professional consulting services for high-net-worth clients regarding investment needs and market analysis.

Salary

Base: Negotiable; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 7+ years of work experience
  • Capital Market expertise
  • Client relationship management

Nice-to-have

  • Strong persuasion and communication skills
  • Support for training and marketing activities

Key Requirements

  • Master's degree or higher in business
  • 10+ years of financial investment consulting experience
  • Relevant certifications in finance preferred

Work Rights

Not specified

Tailored Resume

Cover Letter