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Cathay Financial · 臺北市 大安區

# 投資顧問(國內法人業務部)

臺北市 大安區 

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/I00024670)

[OpenNash Jobs](https://jobs.opennash.com/) / [Cathay Financial](https://jobs.opennash.com/companies/cathay-financial/) / 投資顧問(國內法人業務部)

## Job description

本職缺可遠端辦公 【工作內容】 提供客戶客製化專業金融商品諮詢，依客戶需求及風險偏好提供海內外商品配置建議。公司具備完善的複委託交易平台、專業輔銷支援，提供客戶更完整的服務。
- 高資產客戶的開發及經營

### 受託買賣複委託商品,包括
- 海外股票、債券及結構型商品（不含基金及保險商品）
- 執行公司策略，達成業務目標 【具備條件】

### 人格特質
- 須能夠獨立作戰，開發潛力客戶

### 工作經驗
- 具銀行財富管理業務開發經驗2年以上者尤佳
- 具備證券業務員或證券高級業務員證照

## 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 大安區[Apply on Cathay Financial’s careers site →](https://recruit.cathayholdings.com/iMatch/job/info/I00024670)

## More jobs at Cathay Financial

### [(資深)行銷專案專業人員_策略溝通行銷](https://jobs.opennash.com/companies/cathay-financial/jobs/d7b437fd6806a0651c0f/)

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### [AI 應用架構師（專案開發部）](https://jobs.opennash.com/companies/cathay-financial/jobs/fbd1d3f77f7c19306dfd/)

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### [AI 數據平台架構師](https://jobs.opennash.com/companies/cathay-financial/jobs/ae04388b2b23324e1b1c/)

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### [AI 科技治理專業人員](https://jobs.opennash.com/companies/cathay-financial/jobs/574fd161a2d4494e5042/)

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### [AI 維運工程師](https://jobs.opennash.com/companies/cathay-financial/jobs/4617d9f33f5c64b19f7a/)

臺北市 大安區

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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