【凱基人壽】高資產客戶保單規劃人員
China Development Financial 中華開發金控Taipei, Taiwan
Posted March 31, 2026
Full Time
About the Company
China Development Financial (CDF) has evolved into a full-fledged business group of four key earnings drivers, from life insurance, banking, securities, to venture capital/private equity. CDF continues its commitment to corporate governance and sustainability and envisions itself a leading financial institution in the Asia Pacific region and beyond.
Job Description
Join us to build a leading financial company in Asia! Plan and develop administrative services processes for clients, analyze client data and track performance, and develop system processes and data dashboards.
Requirements
- 規劃保單行政服務流程
- 分析客戶各類數據及業績追蹤
- 開發系統流程及數據儀版
Benefits
- 保單規劃
- 行政服務流程
- 客戶數據分析