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CTBC Financial Holding · Taipei

# 個金_理財專員FA(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/-FA--_JR1748-1)

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

## Job description

中國信託商業銀行 Your Career Our Future 【工作內容】
- 提供多樣化的金融服務，協助客戶分散風險、創造收益
- 建立與經營長期客戶關係，定期追蹤客戶資產狀況，主動提供市場資訊與調整建議
- 從客戶需求出發，提供全方位理財規劃建議及完整的金融服務。 【資格條件】 ．工作經歷要求：具一年以上銀行財富管理經驗或二年以上保險、證券等理財規劃相關經驗優先安排面試 ．學歷要求：大學(含)

### 以上畢業不限科系 ．應備證照

具3張以上金融相關證照(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、初階授信) 【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：週休二日 ．工作地點：台北市南港區全省各分行(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】以財富管理起家的中國信託銀行，能提供給您最具標竿的中後台資源，從多元產品、專家陪訪、作業面支援等，讓服務客戶不再是單打獨鬥，而能透過更具競爭力的工具掌握市場優勢、提升銷售動能。 【豐沛客戶資源】享有充沛的優質客戶資源，讓您贏在起跑點，可專注於客戶全方位的理財規劃。 【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，並鼓勵取得專業證照(如CFP、AFP)，助您在職涯上不斷突破自我，打造專業競爭力。

## 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/-FA--_JR1748-1)

## 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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