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Fubon Financial · 新竹市

# 私人銀行客戶經理（經驗私銀理財專員）(私銀竹苗區)

新竹市 

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/BUTTW0224120260001)

[OpenNash Jobs](https://jobs.opennash.com/) / [Fubon Financial](https://jobs.opennash.com/companies/fubon-financial/) / 私人銀行客戶經理（經驗私銀理財專員）(私銀竹苗區)

## Job description

### 職位目的

服務客戶，提供理財諮詢。

### 重要職責/工作內容

提供客戶全方位理財建議與規劃、深耕既有理財客戶/開發客戶。 1.6年以上工作經驗，其中分行理財業務經驗4年以上。 2.

### 具金融相關證照

信託業務人員、投信投顧法規、結構型商品銷售人員資格、人身保險業務員、人身保險業務員銷售外幣收付非投資型保險商品資格、投資型保險商品業務員。 3.具私銀理財業務經驗者尤佳。

## 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: 新竹市[Apply on Fubon Financial’s careers site →](https://careers.fubon.com/jobs/search/BUTTW0224120260001)

## More jobs at Fubon Financial

### [個金客戶經理（經驗理財專員）新竹分行](https://jobs.opennash.com/companies/fubon-financial/jobs/cbf6f2e880c33e90df45/)

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### [個金客戶經理（經驗理財專員）竹科分行](https://jobs.opennash.com/companies/fubon-financial/jobs/6df36556e4932389ce28/)

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### [個金客戶經理（經驗理財專員）風城分行](https://jobs.opennash.com/companies/fubon-financial/jobs/90510b02f612d36e5dad/)

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### [商金審查專員CO (新竹)](https://jobs.opennash.com/companies/fubon-financial/jobs/1647d004d55eac8619ca/)

新竹市

### [富邦證券-新竹分公司作業服務組人員](https://jobs.opennash.com/companies/fubon-financial/jobs/4350339145edc0840cf1/)

新竹市

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

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