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KGI Financial Holding · 桃園

# 【凱基銀行/通路發展處.桃竹區.桃園分行】分行理財專員

桃園 Full-time 

Listed on KGI Financial Holding’s official careers site. Posted September 16, 2026. Check that it is still open and apply there.
[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/XMLNAME----_JR106337-1)

[OpenNash Jobs](https://jobs.opennash.com/) / [KGI Financial Holding](https://jobs.opennash.com/companies/kgi-financial-holding/) / 【凱基銀行/通路發展處.桃竹區.桃園分行】分行理財專員

## Job description

Join us to build a leading financial company in Asia! Job Family 業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)

### Job Description
- 提供有關基金、債券、市場條件、投資前途及財務狀況等資料。
- 分析基金、債券、外匯及其他財務市場之趨勢。
- 完成客戶交付之基金、股票、公債、外匯等買賣訂單。
- 開發新客戶。
- 維護客戶關係。
- 執行客戶指定之交易事項。
- 完成分行及個人理財業務目標。 【證照需求】 下列7項必備證照，至少須具備5項：
- 金融市場常識與職業道德
- 信託商品(信託業業務人員)
- 人身保險(人身保險業務員)

### 債券及基金商品(符合下列資格之一)
- (1)投信投顧法規 (2)證券商高級業務人員 (3)投信投顧業務人員 (4)證券投資分析人員 (5)曾任國內、外基金經理人工作經驗一年以上 (6)大學以上學歷，擔任證券、期貨機構或信託業之業務人員三年以上
- 外幣型保險(人身保險業務員銷售外幣收付非投資型保險)
- 衍生性金融商品(結構型商品銷售人員或衍生性金融商品銷售人員資格測驗)
- 投資型保險(投資型保險業務員) Education – Degree / Field of Study Work Shift 正常工時 (Regular) - 需打卡 (Taiwan)

## At a glance
- Posted by the employer: Sep 16, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 34 days
- Location: 桃園
- Employment type: Full-time[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/XMLNAME----_JR106337-1)

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### [(開發資本) 資深營運管理人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/26746af2c33393bb5c29/)

### [Analyst](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/be4d145fec539174baa4/)

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### [Associate](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/1c77f6051639e0c27fb5/)

Kgis SG

### [Manager](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/431a0f6c91855ebe0f50/)

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