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KGI Financial Holding

# 【凱基銀行/通路發展處.聚富理財業務部.業務一科】頂富私人理財專員-1

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/-KGIFH-Building/XMLNAME-----1_JR105149)

[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.聚富理財業務部.業務一科】頂富私人理財專員-1

## 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 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 資格條件
- 擁有5年以上私銀或銀行私人財富管理經驗為佳
- 具七張理財證照:金融常識與道德、信託、投信投顧法規(或高業等)、人身保險、外幣保險、投資型保險、衍生金融商品
- 對理財和貸款產品有深入的了解並熟悉本地和海外市場趨勢和競爭對手的活動 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[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/-KGIFH-Building/XMLNAME-----1_JR105149)

## More jobs at KGI Financial Holding

### [(凱基人壽)客服系統測試定期人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/297ae2ff73bb76939e46/)

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

### [[凱基金控] 新興科技發展人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/a70161eac0fb942a0cac/)

### [[凱基金控] 會計人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/6e58b1cf6b51f7b479cc/)

### [[凱基金控] 營運暨永續發展處_營繕與資產管理小組長](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/7719cd2954408f8270ac/)

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