Chinatrust Commercial Bank
個金_儲備理財規劃師 FP Program
Skills
15 days ago
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Important information
Contract type:
Permanent
Location:
Taipei, Taiwan
Work mode:
Onsite
Published on:
6 October 2026
What they need
中國信託商業銀行
Your Career Our Future
【儲備理財規劃師FP(Financial Planner)職缺簡介】
陪同理財專員並扮演第三方專業意見的顧問角色，結合市場趨勢分析、客戶理財需求分析、投資/保險規劃策略、以及整合性家庭財富管理等專業知識，提供客戶金融專業諮詢服務。
【計畫培訓內容】
1.Advisory理財規劃策略應用(包含投資及保險規劃)
2.總體經濟、市場、產業及匯率分析
3.金融商品專業實務應用
4.分行實地陪訪及訓練實習
5.財富管理及專案實作
【資格條件】
1.財金、商學、財工或相關科系碩士以上學歷佳
2.具問題解決能力、溝通表達能力、擅團隊合作及自我學習成長
3.1~3年金融相關工作經驗者尤佳
4.具金融相關證照者優先考量
【收件截止】
即日起至2025/5/2
【報到日期】
2025/7/1
※立即報名全台各地/線上說明會，了解此職缺豐富內容：
https://www.surveycake.com/s/0z460
※更多資訊說明：
https://www.ctbcholding.com/content/twhoo/zh_tw/Careers/FP/FP_intro.htm
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