【凱基銀行/通路發展處.北三區.城東分行】分行理財專員 at 凱基金控KGI Financial

Kuiwen District, Shandong, China -

Full Time

Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

0.0

Posted On

19 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Customer Relationship Management, Investment Knowledge, Sales Skills, Market Trend Analysis, Order Execution, Client Development, Fund Management, Bond Trading, Foreign Exchange, Insurance Sales, Trust Services, Ethics in Finance, Structured Products, Investment Insurance, Product Insurance

Industry

Financial Services

Description

Join us to build a leading financial company in Asia! Job Family 業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB) Job Description 1.提供有關基金、債券、市場條件、投資前途及財務狀況等資料。 2.分析基金、債券、外匯及其他財務市場之趨勢。 3.完成客戶交付之基金、股票、公債、外匯等買賣訂單。 4.開發新客戶。 5.維護客戶關係。 6.執行客戶指定之交易事項。 7.完成分行及個人理財業務目標。【證照需求】下列8項必備證照，進用時至少須具備其中5項： 1.具人身保險業務員證照。 2.具信託業務人員證照。 3.具金融市場常識與職業道德證照。 4.證券及基金商品(符合下列資格之一)： (1)信託加考投信投顧法規、 (2)證券商高級業務人員、 (3)投信投顧業務人員、 (4)證券投資分析人員、 (5)曾任國內、外基金經理人工作經驗一年以上。 (6)大學以上學歷，擔任證券、期貨機構或信託業之業務人員三年以上。 5.外幣型保險(人身保險業務員銷售外幣收付非投資型保險)。 6.結構型商品(結構型商品銷售人員資格測驗)。 7.投資型保險(投資型保險業務員)。 8.產物型保險(產物保險業務員)。 Education – Degree / Field of Study Work Shift 正常工時 (Regular) - 需打卡 (Taiwan) We look forward to working with future leaders to draw up a new blueprint for finance industry. We welcome you - brave challengers and innovation pursuers - to join us! Mission Embrace innovation and talent to deliver sustainable financial solutions for clients, employees, shareholders and communities. Vision To become a leading financial company in Asia by leveraging innovative solutions and our entrepreneurial spirit. Values Customer centric, trustworthy, entrepreneurial and collaborative.

Responsibilities

The role involves providing information on funds, bonds, market conditions, and financial status, as well as analyzing trends in financial markets. Additionally, the position requires executing client transactions and developing new customer relationships to meet branch and personal financial goals.