Jobs Companies China Development Financial 【凱基銀行/財富管理處.理財規劃部】高資產諮詢科主管

About this 【凱基銀行/財富管理處.理財規劃部】高資產諮詢科主管 role at China Development Financial

China Development Financial · Onsite · 凱基金控總部/ KGIFH Building
This job posting is in Korean.

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

(一)專業諮詢與方案設計

  • 主導高資產客戶之稅務規劃、信託架構、家族資產傳承、不動產配置等整合式解決方案

  • 針對企業主、家族辦公室、第二代接班人,提供長期顧問式諮詢

  • 參與重大案件陪訪與關鍵客戶決策溝通

(二)跨專業整合與外部合作

  • 整合內部單位(私銀、法遵、信託、OBU、投資、保險)資源

  • 建立並管理外部專家網絡(會計師、律師、不動產顧問、家族治理顧問等)

  • 確保所有方案符合法規、稅務與風險控管要求

(三)團隊管理與人才培育

  • 帶領專業諮詢團隊(稅務/信託/不動產背景)

  • 設計標準化諮詢流程與案例庫(Best Practice)

  • 培育理專與RM之高資產議題專業能力(陪談、訓練、案例分享)

(四)制度與服務模式建構

  • 建立高資產客群分級服務與專業諮詢介入機制

  • 協助私銀業務策略、產品設計與高資產方案優化

Education – Degree / Field of Study

Work Shift

正常工時 (Regular) - 需打卡 (Taiwan)
Ready to apply to China Development Financial?
Apply to China Development Financial

About China Development Financial

We look forward to working with future leaders to draw up a new blueprint for finance industry. We welcome you - brave challengers and innovation pursuers - to join us! Mission Embrace innovation and talent to deliver sustainable financial solutions for clients, employees, shareholders and communities. Vision To become a leading financial company in Asia by leveraging innovative solutions and our entrepreneurial spirit. Values Customer centric, trustworthy, entrepreneurial and collaborative.

See all jobs at China Development Financial →

Similar jobs

China Development Financial
【凱基銀行/企業金融處】客戶關係經理助理(ARM)
China Development Financial
⚡ Apply early 凱基金控總部/ KGIFH Building Onsite
● New 👁 Seen ✓ Applied 10h ago
China Development Financial
【凱基銀行/企業金融處】客戶關係經理助理(ARM)
China Development Financial
⚡ Apply early 凱基金控總部/ KGIFH Building Onsite
● New 👁 Seen ✓ Applied 10h ago
China Development Financial
【凱基銀行/企業金融處】客戶關係經理助理(ARM)
China Development Financial
⚡ Apply early 凱基金控總部/ KGIFH Building Onsite
● New 👁 Seen ✓ Applied 10h ago
China Development Financial
【凱基銀行/企業金融處】客戶關係經理助理(ARM)
China Development Financial
⚡ Apply early 凱基金控總部/ KGIFH Building Onsite
● New 👁 Seen ✓ Applied 10h ago
China Development Financial
[凱基金控] AI應用規劃師
China Development Financial
⚡ Apply early 國長大樓/ Guochang Building Onsite
● New 👁 Seen ✓ Applied 10h ago
China Development Financial
[凱基金控] 創新金融管理師
China Development Financial
⚡ Apply early 國長大樓/ Guochang Building Onsite
● New 👁 Seen ✓ Applied 10h ago
China Development Financial
【凱基銀行/作業暨行政處.交易作業部.金融商品作業二科】作業專員兼任OBU專員
China Development Financial
⚡ Apply early 凱基金控總部/ KGIFH Building Onsite
● New 👁 Seen ✓ Applied 10h ago
China Development Financial
【凱基銀行/作業暨行政處.法金作業部.駐區作業科】南區駐點作業專員兼任高雄分行服務專員
China Development Financial
⚡ Apply early 高雄(銀行) Onsite
● New 👁 Seen ✓ Applied 10h ago
China Development Financial
【凱基銀行/作業暨行政處.交易作業部.金融商品作業二科】作業專員兼任OBU專員
China Development Financial
⚡ Apply early 凱基金控總部/ KGIFH Building Onsite
● New 👁 Seen ✓ Applied 10h ago

Sign up for suggestions tailored to the jobs you open and the searches you save.

More jobs at China Development Financial

See all jobs at China Development Financial →

Apply now
🤖

Whoa — hold up

JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Get an edge on your job hunt.

Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

Join the channel — it's free