Finance Associate

Company Description

Established in 1966, CTBC Bank is an industry-leading financial institution based in Taipei City, Taiwan. With a proud history of achievements and innovative services, CTBC Bank offers a comprehensive suite of financial services and has an extensive international presence with subsidiaries and branches across 14 countries and regions. Committed to digitalization and leveraging fintech and Big Data, CTBC Bank aims to create engaging and innovative digital experiences for its customers while prioritizing operational performance, corporate governance, corporate social responsibility, and environmental sustainability.

Role Description

Assessing the financial needs of clients and helping them develop a financial plan.

Providing advcie on investment opportunities, retirement planning, tax planning, and other financial matters.

Monitoring clients financial situations and making recommendations for changes to their financial plans ad needed.

Building and maintaining relationships with clients, and keeping then informed about changes in the market or economy that may affect their financial plans.

Qualifications

Bachelor degree or higher

Preferably those with financial related certificates

Applicants with more than 3 years of relevant experience in the same industry, preferably those with experience in financial management