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Cathay Financial · 臺北市 信義區

# 【國內通路輔銷】財富管理部金融投資專家(Portfolio advisor)

臺北市 信義區 

Listed on Cathay Financial’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Cathay Financial’s careers site →](https://recruit.cathayholdings.com/iMatch/job/info/I00016476)

[OpenNash Jobs](https://jobs.opennash.com/) / [Cathay Financial](https://jobs.opennash.com/companies/cathay-financial/) / 【國內通路輔銷】財富管理部金融投資專家(Portfolio advisor)

## Job description

金融投資專家Portfolio advisor，須熟悉各類財管投資商品知識，具備投資組合、資產配置的系統性觀念，提升客戶體驗。
- 推動財管專案與投資商品，促動前線資產配置與投組作法。
- 陪訪高資產客戶，提供客製化投資建議與整體解決方案。
- 提供轄區輔銷素材與推動策略諮詢/優化建議。
- 支援轄區對理專導入並推動新商品產品架構與銷售賣點，轉化為銷售能力。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: Under a day
- Location: 臺北市 信義區[Apply on Cathay Financial’s careers site →](https://recruit.cathayholdings.com/iMatch/job/info/I00016476)

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