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CTBC Financial Holding · Taipei

# 個金_儲備理財專員(全台)

Taipei Full-time 

Listed on CTBC Financial Holding’s official careers site. Posted January 5, 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/---_JR657-1)

[OpenNash Jobs](https://jobs.opennash.com/) / [CTBC Financial Holding](https://jobs.opennash.com/companies/ctbc-financial-holding/) / 個金_儲備理財專員(全台)

## Job description

中國信託商業銀行 Your Career Our Future 【工作內容】
- 提供客戶全方位理財建議與規劃。
- 金融商品銷售與諮詢等多樣化金融服務。
- 透過專業培訓機制，一年後培養為全方位財富管理人才。 ★本職位屬中信銀正式行員，享行員所有福利。 【資格條件】 ．學歷要求：大學(含)

### 以上畢業不限科系，歡迎無相關經驗但對理專職涯有目標想法的新鮮人 ．證照要求

具1張以上需求證照 (如人身保險、產險、投資型保險、外幣收付、信託、投信投顧、結構型產品、初接授信) 【職缺資訊】 ．薪資待遇：面議（經常性薪資達4萬元或以上） ．職務屬性：全職 ．上班時段：日班,08:50~17:30 ．休假制度：依公司規定 ．工作地點：全台各分行(依公司指派) ．出差外派：無須出差 【具備特質】
- 主動積極，具良好溝通協調能力
- 喜歡與人接觸，樂於團隊合作
- 高抗壓性，喜歡從事金融相關工作、對金融趨勢感興趣 ★中信理專特色★ 【專業團隊支援】財富管理起家的中信團隊，提供您專業中後台資源，從產品規劃、輔銷資源、作業面支援等，讓您專心為客戶提供全方位理財建議與規劃。 【豐沛客戶資源】提供質、量並重的客戶資源及每日高來客量(轉介機會高)供您經營。 【持續學習成長】入職後針對各類產品及銷售技巧提供實體及線上訓練，另不定期開辦各類學習課程。

## At a glance
- Posted by the employer: Jan 5, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 287 days
- Location: Taipei
- Employment type: Full-time[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/---_JR657-1)

## 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.

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