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KGI Financial Holding · 凱基大直大樓

# 【凱基證券/理財顧問部】理財顧問組員 FA

凱基大直大樓 

Listed on KGI Financial Holding’s official careers site. Listed as of October 20, 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-----FA_JR101502)

[OpenNash Jobs](https://jobs.opennash.com/) / [KGI Financial Holding](https://jobs.opennash.com/companies/kgi-financial-holding/) / 【凱基證券/理財顧問部】理財顧問組員 FA

## Job description

Join us to build a leading financial company in Asia! Job Family 個金產品顧問諮詢/Retail Banking Product Specialist (RM_FFB)

### Job Description 工作內容
- 提供投資建議及提供市場分析和產品/服務培訓予業務團隊。
- 提供產品專業知識，並定期給予市場更新及投資理念及協助產品上市銷售活動或培訓予業務團隊。
- 負責為現有及潛在客戶提供投資諮詢服務，並針對財富管理產品提供及時、公正的投資建議。
- 與投資產品及解決方案部合作開發和推出新的財富管理產品和服務。
- 參與及投入不同的銷售專案活動。

### 其他條件

1.大學畢業 。 2.具備證券營業員或證券高級營業員、財富管理業務人員、人身保險/財產保險業務員等證照。 3.3年以上金融輔銷相關經驗，積極主動，有高度企圖希望協助他人及團隊成長。 4.擁有良好溝通協調能力。 5.有經營服務高端客戶經驗者尤佳。 Education – Degree / Field of Study 學士/Bachelor Degree Work Shift 正常工時 (Regular) (Taiwan)

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: 凱基大直大樓[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/XMLNAME-----FA_JR101502)

## More jobs at KGI Financial Holding

### [【凱基證券 / 投資產品與服務部 】信託交易組組員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/e167897df0ae7c9f187c/)

凱基大直大樓

### [【凱基證券/多元通路部】跨售經理(CSM)](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/e27fc6bcb44d0e4cacb3/)

凱基大直大樓

### [【凱基證券/大直】理財專員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/b675a6e7a5555a9ccc6f/)

凱基大直大樓

### [【凱基證券/投資產品與服務部】專案發展及推動組員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/f268c4189412183a0b54/)

凱基大直大樓

### [【凱基證券/投資產品與服務部】產品組PM](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/cba02d18e1ab7838ab32/)

凱基大直大樓

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