【凱基銀行/ 私人銀行處.私人銀行業務部.業務三科】私人銀行客戶關係經理助理(ARM)兼任市政分行業務專員

市政(銀行)Posted 23 h agoDirect from company

Location市政(銀行)
Work typeOn-site
EmploymentFull-time
Posted9 November 2026
SourceCdfh's careers page (Workday)

Live checkFirst seen 7 h ago; still listed on Cdfh's careers page 50 min ago.

Posted beforeRoleFinder first saw this role on 7 October 2026, 33 days before this listing. Reposts are often real openings that took long to fill.

Apply on Cdfh's site Match my CVYou apply directly with the employer. RoleFinder never sits in between.

Taiwan
Junior
Finance
back-office operations
client relationship management
compliance documentation
investment products
performance reporting
process optimization
risk disclosure
transaction processing

About the role

Join us to build a leading financial company in Asia!

Job Family
業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)
Job Description
1.協助理財顧問處理投資商品申購、贖回及相關交易作業
2.檢核交易文件、風險揭露及相關合規文件之完整性
3.製作業績報表、管理報表及簡報資料
4.負責部門行政事務與營運支援工作
5.協助安排客戶會談、接待貴賓及後續服務追蹤
6.配合法遵、風控、後台單位完成相關作業
7.協助部門制度建置與流程優化
8.其他主管交辦事項

Education – Degree / Field of Study

Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)

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