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KGI Financial Holding · 松江

# 【凱基銀行/通路發展處.頂富私人理財部.業務一科】頂富私人理財專員

松江 

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----_JR105745)

[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.頂富私人理財部.業務一科】頂富私人理財專員

## Job description

Join us to build a leading financial company in Asia! Job Family 業務/銷售/KGIB Sales、 業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB) Job Description 開發銀行高資產客群並提供銀行高資產客戶全方位的理財服務，具備財富管理專業知識並提供客戶完整的財務規劃及客戶服務。
- 落實年度業務執行計畫及目標，具獨立拓展與開發業務能力，執行高資產客戶之潛在客源開拓並尋找業務機會。
- 熟悉各項金融產品之專業知識，透過財務需求分析/投資檢視深入了解客戶整體需求，提供以高資產客戶為中心的全方位財務解決方案。
- 建立緊密的客戶關係，根據客戶需求提供差異化的銀行和財富管理服務體驗，提升客戶與銀行的往來黏著度。
- 定期審視客戶資產配置組合，依據投資交易策略提供客戶建議，主動向客戶更新符合客戶需求的產品/市場資訊及並提升客戶產品滲透率
- 遵守相關法令規範，並確保相關開戶/交易文件之及時性及正確性 Education – Degree / Field of Study Work Shift 正常工時 (Regular) - 需打卡 (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: 松江[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/XMLNAME----_JR105745)

## More jobs at KGI Financial Holding

### [【凱基銀行/通路發展處.北三區.新莊分行】分行理財專員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/3b2f82b2a2d8ae14ff42/)

松江

### [【凱基銀行/通路發展處.北三區.松江分行】分行服務專員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/a87e9af3e025861e862e/)

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### [【凱基銀行/通路發展處.北三區.松江分行】分行理財專員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/1df4681f0bc4ad83d283/)

松江

### [【凱基銀行/通路發展處.頂富私人理財部.業務一科】頂富私人理財專員兼任松江分行理財專員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/6f1f751c90928c858975/)

松江

### [【凱基銀行/通路發展處.頂富私人理財部.業務二科】頂富私人理財專員兼任松江分行理財專員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/ebbdc5a56172823ee3da/)

松江

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