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

Sobre esta vaga de 【凱基銀行/財富管理處.理財規劃部】高資產諮詢科主管 na China Development Financial

China Development Financial · Presencial · 凱基金控總部/ KGIFH Building
Esta vaga está em 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)
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Sobre a 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.

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