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CTBC Financial Holding · Taipei

# 個金_保險規劃師IP(桃園)

Taipei Full-time 

Listed on CTBC Financial Holding’s official careers site. Posted November 27, 2025. 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/-IP--_JR1983-1)

[OpenNash Jobs](https://jobs.opennash.com/) / [CTBC Financial Holding](https://jobs.opennash.com/companies/ctbc-financial-holding/) / 個金_保險規劃師IP(桃園)

## Job description

中國信託商業銀行 Your Career Our Future 【工作內容】 1.提供銀行財富管理客戶人生風險規劃諮詢服務 2.

### 協助區域分行財富管理作戰策略擬定 【資格條件】 ．工作經歷要求

7年以上工作經驗 ．學歷要求：碩士, 大學, 專科 ．語文條件：不拘 【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：週休二日 ．工作地點：台北市南港區與依公司指派實作支援區域 ．可上班日：一個月內 ．需求人數：不拘 ．管理責任：無 ．出差外派：無須出差 【其他條件】
- 具保險業務員、保險經紀人、保險顧問IC等相關壽險業務銷售經驗5~10年
- 曾任保險顧問、或有處理保全/理賠或客戶申訴案件經驗者尤佳
- 具保險信託相關證照尤佳
- 具經營高資產客戶經驗者尤佳

## At a glance
- Posted by the employer: Nov 27, 2025
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 326 days
- Location: Taipei
- Employment type: Full-time[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/-IP--_JR1983-1)

## 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

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

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