個金_理財專員fa(全台)

CTBC Holding

Taipei, Taiwan
Base: negotiable; bonus/equity: not specified; ben...
Experience in wealth management
Strong communication skills
Customer relationship management
The role involves providing diverse financial services to assist clients in risk diversification and revenue generation

Job Summary

  • The role involves providing diverse financial services to assist clients in risk diversification and revenue generation.
  • Candidates will build and maintain long-term client relationships while proactively offering market insights and adjustment recommendations.
  • CTBC Holding offers a supportive team environment with abundant client resources and continuous training opportunities for professional growth.

Matching Summary

The role involves providing diverse financial services to assist clients in risk diversification and revenue generation.

Salary

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

Skills & Requirements

Must-have

  • Experience in wealth management
  • Strong communication skills
  • Customer relationship management

Nice-to-have

  • Team collaboration
  • Interest in financial trends
  • High stress tolerance

Key Requirements

  • Minimum one year of banking wealth management experience
  • Three or more financial certifications required
  • Bachelor's degree or higher

Work Rights

Not specified

Tailored Resume

Cover Letter