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Cathay Financial · 臺北市 大安區

# 投資顧問(忠孝分公司)

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/I00022133)

[OpenNash Jobs](https://jobs.opennash.com/) / [Cathay Financial](https://jobs.opennash.com/companies/cathay-financial/) / 投資顧問(忠孝分公司)

## Job description

提供客戶客製化專業金融商品諮詢，致力於協助客戶達到理想的投資規劃。金融商品投資顧問需要能夠獨立作業，提供客戶高品質及全面性的海內外商品配置建議。能夠了解公司文化並積極達成目標，進行跨部門的團隊合作共享資源，以達成客戶增加財富的需求。
- 高資產客戶的開發及經營
- 協助客戶自受託買賣平台交易完成商品配置
- 跨部門合作
- 執行公司策略，達成業務目標

## 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/I00022133)

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