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Cathay Financial · 臺北市 信義區

# 【產品板塊】財富管理部制度企劃專業人員

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/I00014958)

[OpenNash Jobs](https://jobs.opennash.com/) / [Cathay Financial](https://jobs.opennash.com/companies/cathay-financial/) / 【產品板塊】財富管理部制度企劃專業人員

## Job description
- 規劃制定及維運財富管理銷售作業規範，包含需求規劃、問題處理、測試驗收與教育訓練，配合規章檢視，協助修訂規章/手冊，並協助交易系統平台規劃及維護，以落實作業流程順暢
- 規劃財管相關作業流程與管控機制，以確保相關流程合規，並掌握相關法令動態，蒐集銷售流程趨勢變化，具備與主管機關及跨部門溝通協調的統籌能力
- 回覆分行作業流程及制度規範等相關問題，以協助分行業務處理
- 具備ms sql數據分析能力，以規劃管控機制與進行風險監控

## 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/I00014958)

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