凱基銀行/金融市場處.金融投資管理業務部.業務一科】金融交易員

7 days ago


凱基金控總部 KGIFH Building, Taiwan 凱基金控KGI Financial Full time

Join us to build a leading financial company in Asia

Job Family

金融交易/Treasury

Job Description

1. 配合行內通路經營客戶之資產管理, 並帶進新資產 (Net New Money) 與本行往來
2. 完成與客戶KYC (開戶文件/交易合約之審閱),分析專業投資人之投資屬性,並定期複審客戶KYC資料與投資屬性
3. 定期/不定期對內部通路 (理專/客戶關係經理) 提供市場更新以及產品教育訓練
4. 與客戶進行交易並依客戶需求提供適當之投資建議
-辦理專業投資人之固定收益有價證券相關兼營證券自營交易。
-辦理其他經核准之有關業務。

Education – Degree / Field of Study

Work Shift

正常工時 (Regular) - 需打卡 (Taiwan)

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