Job Openings:
1. Securities/Financial Product Investment Advisor (CS)
2. Digital Sales Representative (CS Team Sales Assistant)
3. Sub-brokerage Business Intern (CS Intern)

Number of Vacancies:
1. Securities/Financial Product Investment Advisor (CS): 10
2. Digital Sales Representative (CS Team Sales Assistant): 10
3. Sub-brokerage Business Intern (CS Intern): 10

Work Location: Cathay Securities, Tainan Branch

Position Type: ■ Full-time ■ Interns
Applicants:
■ Alumni ■ Recent Graduates ■ Interns

Department: ■ No Department Restrictions

Job Description:
1. Securities/Financial Product Investment Advisor (CS):
1. Actively develop and maintain relationships with the company's existing high-net-worth clients through phone or personal visits. Demonstrate acumen and the ability to leverage existing client networks to develop new clients.
2. Ability to identify potential client needs, assess the risk profile of client asset portfolios, and tailor investment portfolios for clients using a diverse range of financial investment products. This diverse product offering includes domestic and overseas stocks, overseas bonds, structured products, ETFs, overseas stocks, and preferred stocks. Flexible asset allocation is possible using a variety of long-short and leveraged financial instruments.
3. Ability to collaborate closely across departments and work with product departments to create customized services, providing a professional, one-stop financial management experience to meet clients' investment needs both domestically and internationally.
4. Handle client re-entrustment-related matters, understand and promptly address client needs to maintain positive interactions.
5. Demonstrate forward-thinking skills to provide differentiated services and enhance Cathay Securities' competitiveness.
6. Cooperate with the company's ongoing business strategies, including but not limited to business promotion, channel development, and client retention, to achieve company-assigned business goals.

2. Digital Sales Representative (CS Team Sales Assistant)

1. Serves as the focal point for the CS team's business administration

2. Assists the service branch in executing re-commissioned business activities

3. Assists the CS team in promoting and executing business

4. Analyzes and processes client reports to support business tracking and performance management

5. Performs irregular tasks assigned by the supervisor

3. Re-commissioned Business Intern (CS Intern)

1. Assists the service branch in executing re-commissioned or related business activities

2. Assists the CS team in promoting and executing re-commissioned business

3. Performs irregular tasks assigned by the supervisor

Qualifications:

1. Securities/Financial Products Investment Advisor (CS):

Expertise: Ability to develop and maintain high-net-worth clients, capable of working independently; applicants with a strong client base are preferred.

Personal Attributes: Responsible and innovative

Work Experience: 2 or more years of financial industry experience preferred

Qualifications:

Required: Financial Market Knowledge and Professional Ethics Test , Securities Broker Professional Subject Test
Bonus Points: Derivatives Salesperson License, Securities Broker Senior Salesperson Professional Subject Test, Futures Broker Qualification Test

2.Digital Sales Representative (CS Team Sales Assistant):

Skills: Document processing skills

Personal Attributes: Responsible, meticulous, and a team player

Work Experience: 1+ years of financial industry experience preferred

Certification Requirements:

Required: Financial Market Knowledge and Professional Ethics Test, Securities Broker Professional Subject Test
Bonus Points: Derivatives Salesperson License, Securities Broker Senior Salesperson Professional Subject Test, Futures Broker Qualification Test

3. Sub-brokerage Business Intern (CS Intern):

Skills: Finance background preferred

Personal Attributes: Responsible, innovative, eager to challenge salespeople, and a team player

Work Experience: No requirement

Certification Requirements:

Required: Financial Market Knowledge and Professional Ethics Test , Securities Broker Professional Subject Test
Bonus points: Derivatives Salesperson License, Securities Broker Senior Salesperson Professional Subject Test, Futures Broker Qualification Test

Working Hours: ■ 8:30 AM - 5:30 PM

Benefits:
■ Health Insurance Included ■ Labor Insurance Included

Salary:

1. Securities/Financial Products Investment Advisor (CS): Negotiable (Regular Salary of NT$40,000 or More)

2. Digital Sales Representative (CS Team Sales Assistant): Monthly Salary of NT$30,000-35,000

3. Sub-brokerage Business Intern (CS Intern): NT$200/Hour

Application Documents:

■ Resume ■ Autobiography

Submitted Resume:

1. Securities/Financial Products Investment Advisor (CS): Negotiable (Regular Salary of NT$40,000 or More)

2. Digital Sales Representative (CS Team Sales Assistant): Monthly Salary of NT$30,000-35,000

3. Sub-brokerage Business Intern (CS Intern): NT$200/Hour

Application Documents:

■ Resume ■ Personal Statement

Submitted Resume:

1. Securities/ Financial Products Investment Advisor (CS)
https://recruit.cathayholdings.com/CathaybkHR/servlet/HttpDispatcher/EZA0_0320/jobDetail?appl
2. Digital Sales Representativ (CS Team Sales Assistant)
https://recruit.cathayholdings.com/CathaybkHR/servlet/HttpDispatcher/EZA0_0320/jobDetail?appl
FormNo=I00022139
3. Sub-brokerage Business Intern (CS Intern)
https://recruit.cathayholdings.com/CathaybkHR/servlet/HttpDispatcher/EZA0_0320/jobDetail?appl
FormNo=I00022140