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Fubon Financial · 台北市大安區)

# 分行業務主管

台北市大安區) 

Listed on Fubon Financial’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Fubon Financial’s careers site →](https://careers.fubon.com/jobs/search/BUTTW0146020260001)

[OpenNash Jobs](https://jobs.opennash.com/) / [Fubon Financial](https://jobs.opennash.com/companies/fubon-financial/) / 分行業務主管

## Job description

### 職位目的

協助分行主管推動整體業務經營與管理，負責客戶拓展、業務人才招募培育、績效管理及風險控管，整合分行資源並推動團隊合作，以提升業務產能及經營效益，確保年度業務目標順利達成。

### 客戶拓展
- 協助分行開發理財新客戶，拓展業務來源及客戶基礎。

### 人才招募與培育
- 協助招募、培育及輔導業務人員，提升團隊專業能力與業務產能。

### 業務督導與風險控管
- 督導轄下業務人員遵循相關法令、業務規範及作業流程，落實風險控管。

### 績效推動與資源整合
- 充分運用及整合分行各項資源，協助業務人員推展金融業務，達成個人及分行績效目標。

### 轉介與團隊合作
- 協助分行推動全員轉介計畫，建立跨團隊合作機制，並落實轉介案件之追蹤與管理。 1.理財相關業務經驗五年以上，有理財業務主管或財管輔銷經驗者尤佳。 2.具備以下證照 (1)信託業管理人員研習班18小時課程取得結業證書證照。 (2)銀行內部控制與內部稽核測驗證照。 (3)人身保險業務員資格證照。 (4)結構型商品銷售人員(衍生性商品銷售人員)。 (5)人身保險業務員銷售外幣收付非投資型保險商品證照。 (6)投資型保險商品業務員證照。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: Under a day
- Location: 台北市大安區)[Apply on Fubon Financial’s careers site →](https://careers.fubon.com/jobs/search/BUTTW0146020260001)

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