數位理財規劃人員

CTBC Holding

Taipei, Taiwan
3+ years in financial project planning
Knowledge of domestic and foreign financial products
Proficient in sql and python
The role involves assisting in information gathering and execution of wealth-related projects

Job Summary

  • The role involves assisting in information gathering and execution of wealth-related projects.
  • You will be responsible for the maintenance, optimization, and promotion of digital wealth tools.
  • This position requires a strong understanding of financial product knowledge.

Matching Summary

The role involves assisting in information gathering and execution of wealth-related projects.

Skills & Requirements

Must-have

  • 3+ years in financial project planning
  • Knowledge of domestic and foreign financial products
  • Proficient in SQL and Python

Nice-to-have

  • Experience in AI financial tools
  • Ability to write structured User Stories
  • Data analysis and interpretation skills

Key Requirements

  • Bachelor's degree or higher
  • 3+ years of experience in financial planning
  • Understanding of basic AI operations

Work Rights

Not specified

Tailored Resume

Cover Letter