百達證券投資顧問股份有限公司

公司介紹

產業類別

聯絡人

林小姐

產業描述

投信投顧

電話

02-66226602

資本額

傳真

暫不提供

員工人數

暫不提供

地址

台北市信義區松仁路32號12樓


百達證券投資顧問股份有限公司(簡稱「百達投顧」) 為瑞士百達集團旗下之公司。屬集團旗下瑞士百達資管理的百分之百持股子公司。本公司為金管會核准之瑞士百達基金總代理人,透過銀行、基金平台、壽險等通路銷售瑞士百達基金。 瑞士百達資產管理目前發行逾百檔共同基金,類型包含股票型、固定收益型、特殊型、產業型及主題式基金;百達投顧目前在台灣總代理共計21檔境外基金,累計共 11 檔獲得證期局ESG 基金認可,為全台境外ESG基金檔數最多的品牌。 瑞士百達於1805年在瑞士日內瓦成立、提供投資服務的集團,其獨特的合夥人制度為我們的長遠思維模式奠定了穩定的基礎。瑞士百達資產管理為獨立的資產管理公司,代表客戶管理一系列的股票、固定收益、另類投資和多種資產產品的投資。 瑞士百達蓬勃發展超過兩個世紀得益於五大原則:獨立性、長期思維、合夥制、責任擔當和創業精神。我們致力與我們的客戶、同事、社區以及我們所投資的公司建立負責任的合作夥伴關係。瑞士百達旨在促進性別、背景和教育的多元化,從而合力實現思想、觀點和經驗的多樣性。

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主要商品 / 服務項目

百達投顧為百達系列基金之總代理人,透過通路銷售瑞士百達基金。 瑞士百達資產管理為客戶提供的投資解決方案: 1.主題投資—從大趨勢出發,投資在你知道的事 自1990年代以來,我們創新的主題投資股票策略放眼參考指標以外的企業,從強大到足以塑型人類未來的大趨勢中,為投資人挖掘出新機會。 2.另類投資—回報可觀,風險可控 透過我們主動且謹慎的投資組合管理核心優勢,我們的另類投資策略力求優化投資人的報酬,同時滿足他們的風險承受能力。 3.多元資產—掌握資產配置 瑞士百達自1967年以來一直倡導多元化的投資組合。憑藉這一專長,我們的多元資產團隊部署以前景為導向的策略性配置,在經濟週期中產生具備吸引力的報酬。 4.新興市場—深入而廣泛的知識 作為新興市場的早期參與者,我們將對市場洞見與嚴謹的風險管理方法相結合。我們創建了一系列多元化的債券、股票和絕對回報策略,旨在協助投資者捕捉新興地區的積極發展帶來的機遇。

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福利制度

法定項目

其他福利

1. 提供勞健保,團體保險。部份險種並涵蓋至配偶、子女 2. 定期健康檢查,涵蓋至配偶 3. 內部教育訓練 4. 公司尾牙聚餐 5. 員工新進到職即可享有特休

工作機會

廠商排序
4/29
台北市信義區3年以上大學待遇面議
Channel Sales – Build Your Career with us You've built strong relationships. You've delivered results. Now it's time to bring your expertise to a truly distinctive platform. A leading independent Swiss asset manager with a boutique spirit, we offer more than just another sales role — we provide an environment where quality, culture, and long-term vision truly matter. This is not just a job — it's your opportunity to make a meaningful impact. What You Will Lead and Drive: A. Strategic Partnership Building Develop and manage key distribution relationships with financial intermediaries. Act as a trusted advisor, strengthening loyalty and unlocking mutual growth opportunities. B. Drive Engagement and Product Empowerment Deliver impactful seminars, conduct strategic training sessions, and lead partner dialogues. Equip our distributors with the expertise and tools needed to confidently champion our products. C. Market Intelligence and Growth Strategy Stay ahead of industry trends by capturing and analyzing critical market and competitive insights. Transform insights into agile, effective sales strategies that drive sustainable results. D. Achieve Success Through Team Collaboration Thrive within a supportive team environment where collaboration, trust, and collective achievement are core values. We believe in growing together — sharing knowledge, supporting one another, and celebrating team successes. With us, your contribution strengthens not only your career but also the entire team's journey toward excellence. What You Bring: 1.Solid experience in asset management or financial channel sales 2.Strong relationship-building skills and a trusted network within the industry 3.A proactive mindset with a passion for collaboration, contribution, and collective success 4.A deep interest in the market:and a commitment to continuous professional growth Why Choose Us: 1. A distinctive platform for shared growth:where individual strengths fuel collective achievements. 2. Partner with teammates and distributors through collaboration, strategy, and mutual support. 3. Recognition for your expertise and contributions to the team's long-term success. 4. A collaborative, high-performing culture where every voice is heard, and success is built together
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