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KGI Financial Holding · 城東

# 【凱基銀行/通路發展處.北三區.城東分行】分行理財專員

城東 

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----_JR101259)

[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.北三區.城東分行】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 8 項必備證照，進用時至少須具備其中 5 項：
- 具人身保險業務員證照。
- 具信託業務人員證照。
- 具金融市場常識與職業道德證照。

### 證券及基金商品(符合下列資格之一)
- (1)信託加考投信投顧法規、 (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) 。
- 結構型商品 ( 結構型商品銷售人員資格測驗) 。
- 投資型保險(投資型保險業務員)。
- 產物型保險(產物保險業務員)。 Education – Degree / Field of Study 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: 城東[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/XMLNAME----_JR101259)

## More jobs at KGI Financial Holding

### [【凱基銀行/內控暨規劃管理處.內控部.分行交易監控科】交易監控專員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/33a773bc21871d3ebb8b/)

城東

### [【凱基銀行/財富管理處.信託部.信託業務科】信託作業人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/192e56c180b6abb96417/)

城東

### [【凱基銀行/通路發展處.北三區.城東分行】分行服務專員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/337930ede3555e47457a/)

城東

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Fubon Financial · 台北市中山區

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