「006419 Wealth Product Expert Manager-Insurance 財富顧問協理 (全台各分行)」的相似工作

「天脈能量」為提供身心靈綜合解決方案的課程服務平台； 對〝線上/線下課程〞的轉化與銷售有相關業務經驗、管理經驗佳。 部門工作內容與職責： 1. 陌生客戶開發 (除公司現有資源外，需具自行地推/線上陌開能力) 2. 自媒體社群、私域平台跟進與轉化。 3. 電話或其他工具聯繫跟進客戶。 4. 線上/線下說明會、活動之協助與客戶促成轉化。 5. 追蹤跟進未付款之客戶，完成付款。 6. 服務客戶一對一預約諮詢 (顧問式銷售)。 7. 服務公司既有客戶或推廣夥伴。 8. 對工作相關內容─執行、過程、結果，追蹤檢討並優化。 9. 客戶關係管理與維護。 10. 組建高績效業務團隊─篩選、培育業務人才。 11. 跨部門溝通─配合自媒體廣告行銷部門執行、優化銷售路徑環節。 --------------- 【待遇與福利】 --------------- 1. 績效獎金 2. 勞健保 3. 三節獎金 4. 不定期員工聚餐 5. 提供完整資源/支援 6. 參與品牌核心內容建構與策略發展

我們正處於擴張階段，希望找到願意長期合作、與公司一同成長的核心夥伴。這個職位不只是業務，更像是創業夥伴，是與創辦團隊共同打造未來的關鍵角色。 工作內容： 此職位將協助公司拓展 B2B 業務，主要任務是將員工心理健康與身心福祉方案帶入企業，同時推動異業合作與品牌夥伴關係。 • 企業開發與提案執行：主動開發潛在企業客戶、建立名單與關係網絡，安排簡報、體驗課程及商務洽談。 • 企業專案執行與客戶維護：協助規劃並執行企業方案（如講座、冥想挑戰、EAP 計畫），維護合作關係並推動續約。 • 異業合作與市場拓展：尋找品牌或平台異業合作機會，拓展企業福祉、生醫與健康產業合作資源。 • 執行與跨部門協作：與行銷、心理師、工程團隊合作完成專案落地，執行現場活動與後續成效報告。 • 業績追蹤與策略建議：定期提供業績回報與市場分析報告。 其他福利： • 彈性 WFH，除週二、週四需來到公司（需自備電腦才能 WFH） • 業績抽成 • 員工配股 關於我們 couchspace 是一間成立三年的新創公司，以「社會福祉」為核心的社會創新企業。我們專注於推動心理健康與身心福祉，透過正念冥想、線上心理諮詢與 AI 陪伴功能，讓心理照護成為每個人日常的一部分。

【About DBS】 星展銀行總部位於新加坡，是亞洲最大的金融集團之一。 2023 年購入台灣花旗消費金融業務後，星展即成為台灣最大外商銀行。目前已蟬聯五年「世界最佳銀行」的獎項，以及「全球最佳數碼銀行獎 」，打破傳統金融銀行的框架，持續發展數位創新，集團文化也鼓勵員工個人發展，提供豐富的資源和福利。 目前我們正在召集一群優秀的 Taiwan Tech Talents，與我們一起成為 Best Bank for a Better World! 【工作內容】 Job Responsibilities: The key responsibilities for this team lead role are: 1. Lead the Trust parameter set-up team to ensure the new product codes are set-up/maintained timely 2. Review and coordinate WMO related projects for a) operational process review; b) risk identification; c) issue and escalation and monitor the implementation status. 3. Collaborate and communicate with stakeholders for assigned Projects, including the Project team, Product, IT, Regional Teams, etc. 4. Coordinate within WMO for UR changes for annual offshore income tax reporting and work with IT & vendor for system enhancement 5. Assume the role of ULCR for WMO. Review all WMO related regulations and official letters to ensure compliance. 6. Lead and execute WMO BCP, PDPA related tasks and internal control related tasks, including regular review of RCSA, SCSA, Self-assessment, DOA, GLAO, KRI, etc. 7. Able to perform the IPRS, Finacle, GLAO, trust lending, etc. 8. Review UAT issue log, tracking, testing, re-testing and consolidate reports. 9. Handle customer complaints and follow up incidents Requirements: 1. Bachelor’s degree / University degree. 2. Familiar with Microsoft Office, i.e. Word, Excel, PowerPoint. 3. Moderate knowledge of banking and investment products. 4. Moderate English reading & writing ability is required. Fluent English listening and speaking will be plus. 5. 信託證照 &內稽內控證照 is must 6. 初級或高級證券商營業員證照 is plus 7. Patience and able to work under pressure and overtime. 8. At least 3 years of Risk control and/or compliance experience in WM related. 9. Well leadership, people management, and communication skills.

【About DBS】 星展銀行總部位於新加坡，是亞洲最大的金融集團之一。 2023 年購入台灣花旗消費金融業務後，星展即成為台灣最大外商銀行。目前已蟬聯五年「世界最佳銀行」的獎項，以及「全球最佳數碼銀行獎 」，打破傳統金融銀行的框架，持續發展數位創新，集團文化也鼓勵員工個人發展，提供豐富的資源和福利。 目前我們正在召集一群優秀的 Taiwan Tech Talents，與我們一起成為 Best Bank for a Better World! 【您可能會想知道】 • 入職即享年假最低 14 天+1 天 Birthday Holiday (未滿一年按比例計算) • 到職即享萬元的彈性補助金，可用於家族旅遊或多項生活津貼 • 完整培訓和新人訓練 【工作內容】 1. To perform the distribution process for SN/Equity/ETF transaction include Subscription/Redemption. 　處理結構型商品（SN）、股票（Equity）、ETF 的申購與贖回分配流程。 2. To perform distribution process for SN/Equity/ETF dividend / coupon payment. 　執行上述商品的股息／利息配發作業。 3. To perform Settlement instruction with custodian bank / broker. 　與保管銀行／券商對接交割指示，處理交割流程。 4. To prepare regulatory reporting data of OTC/TA/CBC Media reporting. 　準備主管機關所需報表資料，如：OTC/TA/CBC。 5. To perform Corporation event handling including issuer call, coupon payment, stock split/Reverse Stock Split.etc. 　處理公司行為，如債券到期（發行人贖回）、利息配發、股票分割／反分割等。 6. Account entry booking for Investment product. 　為投資商品建立會計分錄，帳務入帳處理。 7. Co-working with stakeholders, such as Product team, IT, Branch etc. for assigned project E2E process design 　與產品、資訊、分行等單位合作，設計端對端（E2E）流程。 8. Support to communicate with Test Leads and scrum master to run the project in an agile way 　支援敏捷專案管理，與測試主管與 Scrum Master 協作。 9. Support end to end UAT testing, data verification and result validation before project sign-off 　支援使用者驗收測試（UAT）、資料驗證與結果確認。 10. Assist in UAT issue log, tracking, testing, re-testing and consolidation report. 　協助記錄與追蹤 UAT 問題、測試、回測並撰寫測試報告。 11. Assist in resolving production incidents. 　協助處理系統或交易的實務異常事件。

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. People responsibility: N Reporting to: to SVP, Head of Fund Operations Role Purpose 處理基金事務各類事項，參與/管理部門專案，並維持與提升客戶服務品質 In this role, you will: -基金募集發行、申購、買回、收益分配、股務相關作業 -客戶開戶、資料維護、洗錢防制相關作業 -FATCA、CRS、稅務、申報相關作業 -一般事務性工作及專案任務支援

1. Prepare timely, comprehensive, and reliable credit risk reports on monthly basis, as well as for forecasting & planning with risk assumptions by evaluating portfolio statistics and presenting to local management and HQ. 2. Provide support on process and policy related to risk, as well as the pricing for new or existing product based on loss assumptions and product risk assessments. 3. Establish and review risk policies, guidelines, and procedures that will foster company's sales potential balancing with risk management goals. 4. Conduct annual validation both quantitatively and qualitatively on scorecard and risk parameters (PD & LGD) with performing recalibration if needed. 5. Vehicle residual value monitoring and analysis in proper presentation to steer the residual value risk and product. Provide support on auction price setting. 6. Maintain and analyze the risk monitoring report on active portfolio to review asset quality and perform various risk studies for risk steering and recommendations to Senior Management. 7. Review and analyze the delinquent portfolio to identify key factors and lessons on reducing or preventing bad debt losses. 8. Responsible for system projects to mitigate credit risk of credit portfolios. Manage various decision engines for consistent policy execution and operation efficiency. 9. Ad-hoc tasks

Ready to take your career in financial markets to the next level? I’m supporting an international bank in building its product management team, and we are looking for talented professionals to join. If you have proven experience in financial products, this is a fantastic opportunity to grow your expertise and make an impact. 【Open Positions】 • Fund Product Manager (基金產品) • FX Product Manager (外匯產品) • Offshore Structured Product Manager (境外結構型產品) • Loan Product Management (貸款產品) • Deposits Product Manager (現金存款產品) • Credit Card Product Manager (信用卡產品經理) 【Requirements】 • 3+ years of direct, hands-on experience. • Strong ability to design, manage, and drive product strategies. • Solid knowledge of international financial markets and product dynamics. 【Compensation】 • Highly competitive with significant room for growth and negotiation. If you or someone in your network is exploring new challenges and seeking a platform with global exposure, let’s connect! ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

Role 2 – 信用卡產品經理 (Credit Cards PM) 【Responsibilities】 • 規劃與推動信用卡產品策略，包括產品設計、功能優化與市場定位。 • 分析市場趨勢、競爭對手及消費者行為，提出差異化產品與服務方案。 • 與行銷、數據、風控、法遵等跨部門合作，確保產品開發與推廣合規並具市場競爭力。 • 設計與執行產品行銷活動、促案規劃及會員經營計劃，以提升卡友使用率與消費額。 • 監控產品績效 (發卡量、活卡率、消費貢獻度、利息收入等)，持續優化業務成果。 • 管理外部合作夥伴 (如聯名商戶、支付平台、品牌合作) 並建立長期合作關係。 【Requirements】 • 學歷：大學以上，金融、行銷、企管相關科系尤佳。 • 經驗：1-2年以上金融業產品管理/信用卡業務/行銷規劃經驗。 • 熟悉信用卡市場生態與支付產業發展趨勢。 • 具數據分析與邏輯思維能力，能將數據轉化為商業決策。 • 優秀的專案管理、溝通協調與跨部門合作能力。 • 具備創新思維，能提出具競爭力的產品方案。 • 語言：中英文良好，能撰寫簡報與進行跨國會議溝通。 一一一一一一一一一一一一一一 Role 1 – 產品管理主管 (Team Lead – Product Management) 【Responsibilities】 • 負責帶領產品經理團隊，規劃並執行信用卡與相關支付產品之整體策略。 • 設定產品線目標與KPI，包含發卡量、使用率、營收及客戶滿意度等。 • 指導團隊進行市場研究、產品定位、定價策略與差異化設計。 • 與內外部高階利害關係人 (管理層、合作夥伴、監理單位) 保持良好溝通，推動專案落地。 • 主導跨部門專案，協調行銷、IT、風控、客服等資源，確保產品上線順暢並符合法規。 • 建立團隊人才發展與績效管理機制，提升組織專業度與執行效率。 【Requirements】 • 學歷：大學以上，金融、企管、經濟、行銷相關科系尤佳；MBA加分。 • 經驗：5年以上金融產品管理或信用卡/支付領域經驗，其中至少2年以上團隊管理經驗。 • 熟悉信用卡市場與數位金融發展趨勢。 • 具備卓越的策略規劃、商業洞察與專案管理能力。 • 擅長團隊領導與人才培育，能激勵團隊達成高績效。 • 優秀的溝通談判技巧，能與高層及跨國合作方協作。 • 熟練使用數據分析工具與金融績效評估方法。 • 語言：中英文流利，能進行高階商務溝通與專業簡報。 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. People responsibility: N Report to: VP, Investment Support Lead Job Contents: - 報表彙整與管理 - 熟悉財金相關系統操作如Bloomberg, CMoney等 - 熟悉投信法規 - 擅長跨部門協調溝通 - 具備財金投資相關專業知識

• Assist in the preparation of BRD and FSD process for waterfall methodology • Participate in agile ceremonies (Daily stand-ups, sprint planning, review, retrospectives) to algin testing with development goals • Prepare test strategy, test plan and test cases according to the requirement obtained from stakeholders including product owners and IT team • Support user acceptance testing (UAT) and provide guidance to business users ensure testing completion in a timely manner • Log defects with clear reproductions steps, severity, priority and supporting evidence in ADO and keep track of the status • Prepare test reports, defect metrics, and quality dashboards for management reviews • Mentor junior tester and share knowledge of testing best practice • Ad-Hoc Task

1. 提供高資產客戶資產配置及理財規劃服務 2. 推廣台股及複委託產品，如:海外債券、股票及結構型商品。 3. 具競爭力的獎金制度 4. 以外出訪客為主的工作模式，提供更多彈性 5. 歡迎金融同業(如保險業)轉職加入，將提供專業產品資源及協助。 **本職缺可遠端行動辦公**

Job Description ● Develop and execute product strategy and marketing plan and be responsible for its related deployment and implementation to deliver set targets. ● Conduct market analysis to identify business opportunities and threats and initiate & promote appropriate strategies and plan ● Coordinate with GFM, third parties, internal departments (branches & operations) and external product providers to ensure smooth and quality execution of marketing programs. ● Support to all distribution channels in terms of product promotions, operation process, and customer communication. ● Manage the product process cross department to ensure process is streamlined with cost efficiency and in line with operation procedure. ● Consult with L&C, RMG, CAOR, DD and all relevant departments to ensure the new product launches and marketing programs are with full compliance of external regulation and internal requirements. ● Provide the necessary product training to frontline sales team and promote the product strategy. ● Project management and execution ● Coordinate a broad range of operation with related parties, including Product manager, Sales, Risk, Digi, IT and Ops to assist project development and to satisfy the expectation of customers and to ensure compliance of the Bank policy and regulation requirement. ● Work with regional project team to provide country customization requirement. ● Monitoring project progress and hold a regular meeting to update stakeholders. ● Work with regional product for any product enhancement or new initiative project. ● Adhere to all relevant external regulatory and internal compliance requirement.

About the Role : Drive cross border ETF(and potential onshore ETF opportunity) and offshore fund asset inflow from covered accounts. Maintain strong relationship with distributors. Push opportunities for cross border ETF (and potential onshore ETF opportunity) and mutual fund asset growth. Actively provide comprehensive service to client. Continue to build Invesco’s relationships with key stakeholders of intermediaries to expand the book of business. Adequately present asset class and capabilities of investment teams at the early stages of engagement. Lead Distribution Agreement discussions. Achieve sales and revenue targets assigned. Achieve the agreed level of client engagement activities. Actively market existing products include having regular conversations with various teams in the intermediaries to highlight the attractiveness and strength of Invesco products versus peers. Support clients when they conduct peer comparison analysis. Coordinate and lead in the organization of roadshows / RM briefings. Address issues/challenges that clients may face with respect to selling our products to their end investors. Work closely with cross departments (E.g. Investment, Compliance, etc.) in delivering timely response and solving issues faced by clients. Requirement for the Role : Bachelor's degree or higher in Economics, Business, Finance, or a related discipline. Over 3 years of experience in intermediary sales within asset management firms or brokerage firms. 2+ years' experience in servicing ETF related businesses. Sales, product research, or investment team experience gained from working in a high-quality financial firm selling ETFs are preferred. Relevant client relationships a preference. Understanding of product set – preferably ETFs, mutual funds, and mandate business. Experience with index or index linked fund products and/or structured/derivatives products is an advantage.   Skills / Other Personal Attributes Required: Good team player. Always be curiosity. Excellent verbal and written communication skills. Good for English writing and speaking Strong team player, who is able to collaborate credibly internally in order to leverage the Firm’s resources locally as well as globally. Ability to conduct complex analysis and present data in a meaningful way. Detail orientation. Working well under pressure. Open-minded, flexible, and willing to listen for other people’s opinions. Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required. License / Registration / Certification: Securities Investment Trust and Consulting Professional License Senior Securities Specialists Personal Insurance Representative for Foreign Currency Receipts Personal Insurance Representative License Qualification Examination for Securities Investment Trust and Consulting Regulations (including professional ethics rules) Certification Test for Structured-Product Sales Personnel Qualification Examination for the Trust Specialist   How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

Deliver the E2E WRB High-Net-Worth Client Onboarding services, with a focus to provide superior client experience under standard process/operating model, and adequate controls and governance at country. • Collaborate with business teams/control partners supported with robust technology solutions to achieve best-in-class HNW E2E Client Onboarding Experience (incl. origination, CDD & account setup) • Work with business/operation leadership team and consult with Group CoEs, to manage/provide cross-functional, cross-process outcomes.

Digital revolutions are set to change the way we live, work and play. That’s why we’ve spared no effort in ensuring we are at the forefront of this new generation. Digital Banking focus on creating innovative products and services to integrate banking into our customers' digital lifestyle.The Digital Banking team plays an instrumental role in DBS's push in the innovation space. We lead the digital strategy for consumer banking and create innovative products and services to integrate banking into our customers' digital lifestyle. Key Responsibilities As the Digital Business Planning Manager, you will play a key role in supporting the development of business strategies, digital business planning and help drive momentum for initiative delivery. Business Reviews & Performance Reporting: Lead the preparation of regular business review materials for senior management. Gather and analyze data to generate performance summaries and insights. Translate complex updates into clear and action-oriented reporting. Strategic Planning & Execution Support: Assist in formulating digital strategies aligned with the broader consumer banking objectives. Support for business review, KPI review and budget planning. Initiative Management & Cross-functional Collaboration: Maintain an integrated view of all major digital and consumer banking initiatives. Consolidate updates across departments and support initiative owners with progress tracking. Data Analysis & Strategic Support: Conduct research on KPIs and prepare for actionable items based on customer insights and market trends. Identify untapped opportunities and work closely with stakeholders to create and drive the customer engagement strategy using all channels of communication to deliver a contextual, personalized and relevant experience.

透過電話、文字、臨櫃或說明會舉辦的服務方式，提供客戶國際金融市場分析、基金投資及資產配置建議，多數會以0800諮詢專線接聽客戶來電及培訓業務開發能力，拓展開戶下單，需要與顧客保持良好的關係維護，持續提供理財諮詢服務，讓客戶的資產與我們一起成長。 我們需要熱情、有共同理念的你加入我們的行列!

This position oversees the digital client experience for retail and wealth products. The individual in this role is responsible for designing, managing, and implementing end-to-end client journey-related policies and processes. The goal is to ensure that relevant policies are effectively executed and to enhance client satisfaction.

【About DBS】 星展銀行總部位於新加坡，是亞洲最大的金融集團之一。 2023 年購入台灣花旗消費金融業務後，星展即成為台灣最大外商銀行。目前已蟬聯五年「世界最佳銀行」的獎項，以及「全球最佳數碼銀行獎 」，打破傳統金融銀行的框架，持續發展數位創新，集團文化也鼓勵員工個人發展，提供豐富的資源和福利。 目前我們正在召集一群優秀的 Taiwan Tech Talents，與我們一起成為 Best Bank for a Better World! 【您可能會想知道】 - 入職即享年假最低 14 天+1 天 Birthday Holiday (未滿一年按比例計算) - 到職即享萬元的彈性補助金，可用於家族旅遊或多項生活津貼 - 完整教育訓練及線上學習資源 - 此職位為後勤單位處理交割作業與支援相關專案 【職位內容】 1. Processes Corporate Settlement. 處理公司結算。 2. Manage Settlement of GFM products, reporting and risk management with a proven track record of automating processes and implementing quality improvements. 管理全球金融市場（GFM）遠期外匯及衍生性金融產品的結算、報告和風險管理，並在流程自動化和實施品質改進方面擁有良好記錄。 3. Expertize in reviewing FX supporting documents. 擅長審核外匯（FX）證明文件。 4. Ensures completeness and accurateness of daily operations. 確保日常營運的完整性和準確性。 5. Support supervisors to identify key issues and self-develop MIS analytics at ad-hoc base. 支援主管識別關鍵問題，並自主開發即時管理資訊系統（MIS）分析。 6. Reconciliation between in-house system and counterparties, GL and Nostro. 執行內部系統與交易對手、總帳（GL）和代理行帳戶（Nostro）之間的核對。 7. Support country automation initiatives and drive progress with stakeholders. 支援自動化作業流程優化，並與相關單位合作推動進度。

1.Provide guidance to Credit Card sales in order to achieve company vision and business goal 2.Increase sales capacity through continuous improvement in staff productivity, sales process re-engineering 3.Follow and monitor staff to obey company policy and guideline

★★歡迎私人銀行理財顧問、銀行理財專員和保險業菁英加入我們的行列★★ 【職務內容】 - 提供VIP高資產客戶理財規劃服務。 - 家族財務管理規劃服務。 -為資產傳承移轉,進行規劃建議。 -整體稅務諮詢與規劃。 -產業動態掌握及市場需求研究，並發掘潛在商機 。 -針對既有專案推動與執行 。 -公司線上線下講座活動規劃與支援，樂於主動接觸人群，具備群眾演說經驗及能力，積極推廣市場開發。 【具下列經驗尤佳】 -高資產客戶資產規劃經驗。 -外商、私人銀行從業背景。 -高資產管理顧問公司、企業金融從業背景。 1. 主力開發中高資產客戶。 2. 針對中高淨值資產人士，進行財富傳承 與 規劃建議。 3. 孕育成為未來家族辦公室財務顧問的成員。 4. 提供國際級培訓。 5. 業績KPI達成，底薪＋高額奬金（無天花板） 6.懂國際保險佳。 公司網站 https://familyoffice.timelessinvest.com/zh-hant/

[Responsibilities] 1. 特定金錢信託投資境內外有價證券後台作業：國內外基金、股票、債券等金融商品下單、回報分配、金流帳務、權息等事件處理。 2. 信託專戶收支管理、帳務作業、信託會計、收費及稅務處理等信託相關事務 3. 商品上架、行銷活動設定等業務推展配合事項 4. 對外主管機關申報作業 5. 信託作業手冊修訂 6. 作業相關專案之規劃與執行及系統相關測試

**本職缺可遠端辦公** 【工作內容】 1. 受託買賣台股有價證券 2. 受託買賣複委託商品,包括：海外股票、債券及結構型商品（不含基金及保險商品） 【具備條件】 1. 優先條件：具備一定客戶基礎者，以及有意願加入複委託轉型計畫者優先；曾擔任銀行理專者優先。 2. 個人特質：對海外市場商品具高度熱忱，有志於在既有基礎上尋找業績突破 3. 工作經驗：具證券、銀行業務開發經驗2年以上者尤佳 4. 具備證券業務員或證券高級業務員證照 【工作環境】 國泰證券法人部提供豐富的台股研究資源及專業交易室，同時提供完善的複委託培育計畫，涵蓋多元商品的專業知識，包括海外股票、債券以及結構型商品，公司提供專業輔銷支援，協助營業員持續學習與追求成長。