Posted 45 months ago
【凱基證券/彰化】理財專員
彰化(證券)On-siteFull-time
AI Summary
Handles entrusted securities trading and promotes financial products for retail clients in a Taiwanese securities branch.
About this role
Join us to build a leading financial company in Asia!
Job Family
證券業務與服務/Retail Securities Sales and ServiceJob Description
**經紀業務之受託買賣及各項金融商品推廣
**福利制度:
◎保障底薪
◎優厚獎金
◎完善職前與在職教育訓練
◎員工國內外旅遊補助
◎週休二日
◎退休金提列
◎子女教育獎學金
◎生日禮金
◎生育補助
◎婚喪補助
◎勞、健、團體保險
◎分紅配股
◎三節禮金
◎健康檢查
職務資格條件:
1.所需證照:需具備證券商業務人員證照;具信託業務員證照及財富管理業務人員、基金銷售人員資格者佳。
2.工作經驗:具銀行、保險、投信或券商同業經驗者優先。
3.所需能力:具基金、保險等財富管理商品知識及資產配置、投資規劃能力。
4.特質要求:企圖心、抗壓性強、勇於接受挑戰及面對挫折、學習力佳、對證券業工作具高度興趣者。
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) (Taiwan)Skills
Asset AllocationBanking OperationsFinancial Product PromotionFund KnowledgeInsurance Product KnowledgeInvestment PlanningMutual Fund SalesRetail Securities ComplianceSecurities TradingTrust ServicesWealth Management
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