【凱基銀行/通路發展處.北一區.花蓮分行】分行理財專員
China Development Financial 中華開發金控Taiwan
Posted February 26, 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. Provide data related to mutual funds, bonds, market conditions, investment prospects, and financial situation. Analyze trends in mutual funds, bonds, foreign exchange, and other financial markets. Complete customer orders for buying and selling mutual funds, stocks, bonds, and foreign exchange.
Requirements
- Financial market knowledge and professional ethics
- Trust products (trust business personnel)
- Personal insurance (personal insurance agents)
- Bond and mutual fund products
- Foreign currency insurance (personal insurance agents selling non-investment type foreign currency payments)
- Derivative financial products (sales personnel for structured products or derivative financial products)
- Investment insurance (investment insurance agents)