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CTBC Financial Holding · Taipei

# 信用專業規劃師

Taipei Full-time 

Listed on CTBC Financial Holding’s official careers site. Posted August 11, 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/_JR8867)

[OpenNash Jobs](https://jobs.opennash.com/) / [CTBC Financial Holding](https://jobs.opennash.com/companies/ctbc-financial-holding/) / 信用專業規劃師

## Job description

中國信託商業銀行 Your Career Our Future 【工作內容】
- 協助個人/企業進行信用管理與財務規劃。內容 涵蓋信用分析、改善策略、金融規劃等服務。
- 與客戶關係經理(PB RM)銷售諮詢與支援。
- 支援行內相關訓練及業務流程建置。 【資格條件】
- 大學(含)以上商學相關系所畢業
- 具備法人金融(或企業金融)工作經驗或私人銀行信貸產品服務經驗 5~7年以上，熟悉高資產客戶常用的貸款工具，如資產抵押貸款（Lombard loan）、房地產融資、企業授信等，具備財務分析能力及熟悉全球及區域性信貸趨勢。
- 具信託、內控等相關證照，有初階授信證照尤佳

### 具良好的說服與溝通技巧, 具備客戶服務能力，能洞察客戶需求佳 【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 ．休假制度：依公司規定 ．工作地點：台北市 ．可上班日：面議 ．需求人數：1 ~ 1 ．管理責任：無 ．出差外派：無須出差 【其他條件】

## At a glance
- Posted by the employer: Aug 11, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 69 days
- Location: Taipei
- Employment type: Full-time[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/_JR8867)

## 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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