個金_理財規劃師fp(大台北)

CTBC Holding

Taipei, Taiwan
Base: 面議; bonus/equity: not specified; benefits: n...
High net worth client consultation
Investment strategy development
Insurance planning expertise
Provide professional consulting services for high net worth clients including market analysis and investment strategies

Job Summary

  • Provide professional consulting services for high net worth clients including market analysis and investment strategies.
  • Support internal training and marketing activities as part of the role.
  • The position offers a competitive salary with a base of at least 40,000 TWD or more.

Matching Summary

Provide professional consulting services for high net worth clients including market analysis and investment strategies.

Salary

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

Skills & Requirements

Must-have

  • High net worth client consultation
  • Investment strategy development
  • Insurance planning expertise

Nice-to-have

  • Strong persuasion skills
  • Excellent communication abilities

Key Requirements

  • 5 years of relevant work experience
  • Degree in business or management
  • Experience in financial investment or insurance consulting

Work Rights

Not specified

Tailored Resume

Cover Letter