[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All CTBC Financial Holding jobs](https://jobs.opennash.com/companies/ctbc-financial-holding/) · [Search jobs](/search/)

CTBC Financial Holding · Taipei

# 個金_空中理財諮詢人員

Taipei 

Listed on CTBC Financial Holding’s official careers site. Posted January 14, 2026. Check that it is still open and apply there.
[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/-_JR5447)

[OpenNash Jobs](https://jobs.opennash.com/) / [CTBC Financial Holding](https://jobs.opennash.com/companies/ctbc-financial-holding/) / 個金_空中理財諮詢人員

## Job description

中國信託商業銀行 Your Career Our Future 【工作內容】 1.透過遠距服務提供客戶全方位理財規劃。 2.即時金融商品專業諮詢與保單健檢，提昇客戶金融服務體驗。 【資格條件】 學歷：專科(含)

### 以上畢 經歷

無經驗可，具財富管理或證券、保險等理財規劃相關經驗者佳 證照要求：信託業務人員證照(到職3個月內考取) 【其他說明】

### 輪班制
- 8:50-20:30，須配合假日輪值(1-2天/月)
- 主動積極，具良好溝通協調能力及服務熱枕，能獨立作業。
- 喜歡與人接觸，具推廣能力。
- 高抗壓性，具備敏銳的金融知識與市場趨勢

## At a glance
- Posted by the employer: Jan 14, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 278 days
- Location: Taipei[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/-_JR5447)

## More jobs at CTBC Financial Holding

### [(公益)行銷企劃人員](https://jobs.opennash.com/companies/ctbc-financial-holding/jobs/618fe4e5afc0b2efe140/)

Taipei

### [(台北)客服實習生_個金(未提供實習學分)](https://jobs.opennash.com/companies/ctbc-financial-holding/jobs/ab07a6e951d62c06072e/)

Taipei

### [(子)作業規劃人員](https://jobs.opennash.com/companies/ctbc-financial-holding/jobs/b48224ff71ffe0d92ae7/)

Taipei

### [(子)保單作業人員](https://jobs.opennash.com/companies/ctbc-financial-holding/jobs/903c4647052cc5a820fe/)

Taipei

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)