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Job Family
業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)Job Description
1.提供有關基金、債券、市場條件、投資前途及財務狀況等資料。2.分析基金、債券、外匯及其他財務市場之趨勢。
3.完成客戶交付之基金、股票、公債、外匯等買賣訂單。
4.開發新客戶。
5.維護客戶關係。
6.執行客戶指定之交易事項。
7.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:
1.具人身保險業務員證照。
2.具信託業務人員證照。
3.具金融市場常識與職業道德證照。
4.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。
5.外幣型保險(人身保險業務員銷售外幣收付非投資型保險)。
6.結構型商品(結構型商品銷售人員資格測驗)。
7.投資型保險(投資型保險業務員)。
8.產物型保險(產物保險業務員)。
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)-
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