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【凱基證券/理財顧問部】專家團隊組員

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Onsite

【凱基證券/理財顧問部】專家團隊組員

凱基證券 KGI SECURITIES

【凱基證券/理財顧問部】專家團隊組員

1 month ago

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Important information


Contract type:

Permanent

Location:

Taipei, Taiwan

Work mode:

Onsite

Published on:

20 September 2026

What they need


Join us to build a leading financial company in Asia!

Job Family

個金產品顧問諮詢/Retail Banking Product Specialist (RM_FFB)

Job Description 工作內容說明:

  • 擔任大型客說會講師
  • 擔任教育訓練課程講師
  • 撰寫商品推廣手冊或輔銷資料
  • 客戶約訪,提供保險健診分析或資產重配置建議

其他工作條件:

  • 銀行保險輔銷經驗 (銀行輔銷有2種-1.主要負責與理專拜訪客戶2.主要負責保險行政文書處理,以前項為主),或
  • 私人銀行保險業務經驗,或
  • 保經高資產客戶經營銷售經驗。

Education – Degree / Field of Study

Work Shift

正常工時 (Regular) (Taiwan)

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