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CTBC Financial Holding · Taipei

# 個金_私人銀行專屬理財投資顧問(Investment Advisor)

Taipei Full-time Finance & Accounting 

Listed on CTBC Financial Holding’s official careers site. Posted March 27, 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/--Investment-Advisor-_JR2480)

[OpenNash Jobs](https://jobs.opennash.com/) / [CTBC Financial Holding](https://jobs.opennash.com/companies/ctbc-financial-holding/) / 個金_私人銀行專屬理財投資顧問(Investment Advisor)

## Job description

中國信託商業銀行 Your Career Our Future 【工作內容】
- 全方位了解並梳理高資產客戶投資理財規劃需求，統籌行內外理財規劃資源，提供客戶全資產解決方案
- 負責高資產客戶之資產配置與投資績效管理，掌握市場波動與尋找投資機會、提供客製化投資方案及售後服務

### 協助提升私人銀行客戶關係經理(RM)金融產品知識專業度，共同擬定客戶經營計畫及作戰目標 【資格條件】 ．工作經歷要求
- 5年以上工作經驗 ．學歷要求：碩士, 大學 ．語文條件：英文精通 ．擅長工具：Excel, PowerPoint 【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：全台 ．可上班日：不限 ．需求人數：不拘 ．管理責任：無 ．出差外派：國內短期 【其他條件】 1. 具境內/外金融產品知識與交易經驗，並有投資規劃之相關背景5年以上佳，具資產管理及私人銀行經驗者尤佳 2. 具金融相關證照(CFP、CFA、證券分析師、人身保險、財產保險、投資型保險、外幣收付 保險、信託、投信投顧、結構型/衍生性商品等證照)

## At a glance
- Posted by the employer: Mar 27, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 206 days
- Location: Taipei
- Employment type: Full-time[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/--Investment-Advisor-_JR2480)

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