104工作快找APP

面試通知不漏接

立即安裝APP

「006419 Wealth Product Expert Manager-Insurance 財富顧問協理 (全台各分行)」的相似工作

滙豐(台灣)商業銀行股份有限公司_HSBC香港上海滙豐
共502筆
精選
奎達實業股份有限公司綜合商品批發代理業
台北市內湖區3年以上專科
QUANTAS奎達實業深耕市場超過 30 年,是全台各大電影院、四大超商、連鎖咖啡廳及手搖飲的「餐飲包材」主要供應商。 這個職務是您深入拓展台灣餐飲版圖的絕佳機會。 您將有機會與國際品牌客戶建立長期穩定的夥伴關係,並在開發新商機時,領取優渥的新客戶成交獎金與業績獎金。 如果您對餐飲、零售、娛樂通路充滿熱情,渴望一個能發揮實力、挑戰高薪的舞台,我們誠摯邀請您的加入! 【工作內容】 1.市場開發: 鎖定國內連鎖餐飲、零售通路、影城及遊樂場等目標客戶,主動開發潛在商機,拓展市場版圖,以達成業績目標。 2.客戶維護 : 維護並深化現有重點客戶關係(如:各大連鎖品牌),提供穩定的客製化包材解決方案,並挖掘潛在的新合作機會。 3.業務執行 : 客戶接洽、產品展示、需求訪談、客製化方案報價。 獨立處理訂單與合約流程,並擔任公司與客戶間的關鍵溝通橋樑。 4.行政管理 : 負責產品報價單製作、客戶資料建檔,並協助處理後續帳款回收相關事宜。 【必要條件】 1.樂觀進取、具高度責任感,能正向面對業績目標的壓力。 2.具備 2 年以上 B2B 業務開發或 Key Account (重點客戶) 服務經驗。 3.溝通能力強,邏輯清晰,善於簡報說明 (產品展示、報價),能與客戶建立信賴感。 4.熟悉 Office 文書軟體 (Excel/PowerPoint) 操作,用於製作報價單與客戶簡報。 5. 具備汽車駕照,能獨立安排拜訪客戶行程。 【加分條件】 1.具備「食品包材」「印刷品」或「FMCG (快消品)」相關產業經驗者尤佳。 2.具備「連鎖餐飲」「零售通路」「百貨影城」通路的業務經驗者佳 3.具備開發大型連鎖品牌總部經驗者佳。 【薪資福利】 薪資結構: 保障底薪 + 業績獎金 獎金制度: 新客戶成交獎金 (鼓勵開發),業績獎金 (依達成率計算) 公司其他福利 : 年終獎金、三節獎金/生日禮、員工旅遊、公司商品員購優惠.) 公司網站 : 奎達實業股份有限公司:https://www.quantas.com.tw/ 波滋達食品:https://www.candypoppy.com/
應徵
精選
天脈能量有限公司其他教育服務業
台北市中正區5年以上高中
「天脈能量」為提供身心靈綜合解決方案的課程服務平台; 對〝線上/線下課程〞的轉化與銷售有相關業務經驗、管理經驗佳。 部門工作內容與職責: 1. 陌生客戶開發 (除公司現有資源外,需具自行地推/線上陌開能力) 2. 自媒體社群、私域平台跟進與轉化。 3. 電話或其他工具聯繫跟進客戶。 4. 線上/線下說明會、活動之協助與客戶促成轉化。 5. 追蹤跟進未付款之客戶,完成付款。 6. 服務客戶一對一預約諮詢 (顧問式銷售)。 7. 服務公司既有客戶或推廣夥伴。 8. 對工作相關內容─執行、過程、結果,追蹤檢討並優化。 9. 客戶關係管理與維護。 10. 組建高績效業務團隊─篩選、培育業務人才。 11. 跨部門溝通─配合自媒體廣告行銷部門執行、優化銷售路徑環節。 --------------- 【待遇與福利】 --------------- 1. 績效獎金 2. 勞健保 3. 三節獎金 4. 不定期員工聚餐 5. 提供完整資源/支援 6. 參與品牌核心內容建構與策略發展
應徵
10/17
台北市南港區經歷不拘專科以上
【加入滙豐 成就職涯】 我們理想遠大,加入滙豐,您將成就更多! 如果您正在尋找能讓你更加突出的事業,加入滙豐,發揮您的潛能,讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一,我們不僅提供多樣化的金融商品服務,也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道,我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community,接收HSBC第一手職缺及職涯相關消息! 請立即複製以下連結,註冊加入HSBC Taiwan Talent Community! https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力,提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理,透過以客戶為中心的定位,創新有效的通路,將我們客戶的經驗差異化,提供領先市場的個人金融暨財富管理解決方案。 People responsibility: N Report to: SVP Channel Management Job Content: 1. SN產品參數建檔與維護,並提供DnA , 協助理專同仁掌握客戶的投資部位資訊。 2. 協助彙整、核對各家發行機構的產品相關通知,確保資料正確並提供 DnA製作前線通知。 3. 協助彙整、核對最終產品說明書/投資人須知,確保產品條件無誤,提供後台寄送交易文件。 4. 其他協助前線同仁的產品相關事項。 將學到的知識與經驗: 1. 跨部門協助與溝通: 與發行機構、交易室、前線同仁、後台作業部門建立高效的溝通與合作。 2. 產品週期管理: 深入了解結構型產品的發行到到期的完整營運流程。 3. 風險管理與數據準確性: 掌握金融商品中,產品條件與資料核對與維護的關聯性與重要性。
應徵
10/16
台北市南港區1年以上大學
【加入滙豐 成就職涯】 我們理想遠大,加入滙豐,您將成就更多! 如果您正在尋找能讓你更加突出的事業,加入滙豐,發揮您的潛能,讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一,我們不僅提供多樣化的金融商品服務,也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道,我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community,接收HSBC第一手職缺及職涯相關消息! 請立即複製以下連結,註冊加入HSBC Taiwan Talent Community! https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. Digital Business Services combines global expertise and technology to help keep us ahead of the competition. - People responsibility: N - Report to : Payment Service Manager - Job Content : ● 準確且快速的確保所有匯入匯出款交割品質 ● 遵守公司所有相關規定以執行相關工作 ● 熟悉內部相關系統以確保提供最佳服務 ● 提供專業且親切的服務給顧客
應徵
11/03
新北市板橋區5年以上大學以上
This position oversees the digital client experience for retail and wealth products. The individual in this role is responsible for designing, managing, and implementing end-to-end client journey-related policies and processes. The goal is to ensure that relevant policies are effectively executed and to enhance client satisfaction.
應徵
10/28
台北市內湖區5年以上大學
Job Overview: ● Ensure timely and accurate product management and well-launched. ● Deliver the insightful valued add to assist business for better upgrade and implementation. Job Responsibilities: ● Drive investment product business and deliver target budget and growth ● Support team to conduct product survey, selection, launch and promotion and deliver necessary product training to the front line ● Monitoring investment product daily operation process including trouble shooting/procedure/operation/system issues and communication with internal and external counter parties. ● Project management and execution ● Coordinate a broad range of operation with related parties, including Product manager, Sales, Risk, Digi, IT and Ops to assist project development and to satisfy the expectation of customers and to ensure compliance of the Bank policy and regulation requirement. ● Work with regional project team to provide country customization requirement. ● Proactive in meeting arrangement and resource planning ● Controlling in time management and analyzing project risk ● Optimizing and improving processes and the overall approach where necessary ● Monitoring project progress and hold a regular meeting to update stakeholders. ● Review and develop product sales process to make it streamlined with cost efficiency and in line with operation procedure and complied with internal and external guideline. ● Support product managers’ marketing efforts by identifying and highlighting top performing funds or products, or researching relevant market information. ● Work with regional product for any product enhancement or new initiative project. ● Adhere to all relevant external regulatory and internal compliance requirement.
應徵
10/28
台北市信義區3年以上大學
As a Core Operations - Associate in our Asset Management Operations team, you will be responsible for managing daily tasks, including regulatory reporting for onshore funds and account maintenance for diverse market investments. You will play a vital role in managing daily operations and ensuring efficient financial processes. You will collaborate with us to drive operational success and contribute to our achievements in the financial services industry. In this role, you will also engage in distribution activities, maintain communication with external parties (e.g. local and global custodians, Fund Accounting vendor, Auditors), and assist in preparing essential financial documents. Job responsibilities • Handle daily mutual fund / segregated mandate / ETF operations and adhere to deadlines. • Collaborate with fund accountants for regulatory reporting. • Engage with portfolio managers in Distribution activities and maintain external communications. • Assist in preparing audit schedules, compliance reports, tax returns, financial statements, or other reports. • Coordinate with internal parties / external vendors to resolve operational challenges. • Open and maintain investment accounts for new or renewed funds. • Review client agreements for accurate fee calculations and invoicing. • Ensure robust controls are in place for operational processes. • Support the team in achieving strategic objectives. • Foster cross-functional relationships to enhance collaboration. • Adapt to changes and embrace cross-functional rotations. pls also apply the role via below link: https://jpmc.fa.oraclecloud.com:443/hcmUI/CandidateExperience/en/job/210674664/share/300077073662915?utm_medium=jobshare&utm_source=Internal%20Job%20Share
應徵
10/28
台北市松山區1年以上大學以上
Role 2 – 信用卡產品經理 (Credit Cards PM) 【Responsibilities】 • 規劃與推動信用卡產品策略,包括產品設計、功能優化與市場定位。 • 分析市場趨勢、競爭對手及消費者行為,提出差異化產品與服務方案。 • 與行銷、數據、風控、法遵等跨部門合作,確保產品開發與推廣合規並具市場競爭力。 • 設計與執行產品行銷活動、促案規劃及會員經營計劃,以提升卡友使用率與消費額。 • 監控產品績效 (發卡量、活卡率、消費貢獻度、利息收入等),持續優化業務成果。 • 管理外部合作夥伴 (如聯名商戶、支付平台、品牌合作) 並建立長期合作關係。 【Requirements】 • 學歷:大學以上,金融、行銷、企管相關科系尤佳。 • 經驗:1-2年以上金融業產品管理/信用卡業務/行銷規劃經驗。 • 熟悉信用卡市場生態與支付產業發展趨勢。 • 具數據分析與邏輯思維能力,能將數據轉化為商業決策。 • 優秀的專案管理、溝通協調與跨部門合作能力。 • 具備創新思維,能提出具競爭力的產品方案。 • 語言:中英文良好,能撰寫簡報與進行跨國會議溝通。 一一一一一一一一一一一一一一 Role 1 – 產品管理主管 (Team Lead – Product Management) 【Responsibilities】 • 負責帶領產品經理團隊,規劃並執行信用卡與相關支付產品之整體策略。 • 設定產品線目標與KPI,包含發卡量、使用率、營收及客戶滿意度等。 • 指導團隊進行市場研究、產品定位、定價策略與差異化設計。 • 與內外部高階利害關係人 (管理層、合作夥伴、監理單位) 保持良好溝通,推動專案落地。 • 主導跨部門專案,協調行銷、IT、風控、客服等資源,確保產品上線順暢並符合法規。 • 建立團隊人才發展與績效管理機制,提升組織專業度與執行效率。 【Requirements】 • 學歷:大學以上,金融、企管、經濟、行銷相關科系尤佳;MBA加分。 • 經驗:5年以上金融產品管理或信用卡/支付領域經驗,其中至少2年以上團隊管理經驗。 • 熟悉信用卡市場與數位金融發展趨勢。 • 具備卓越的策略規劃、商業洞察與專案管理能力。 • 擅長團隊領導與人才培育,能激勵團隊達成高績效。 • 優秀的溝通談判技巧,能與高層及跨國合作方協作。 • 熟練使用數據分析工具與金融績效評估方法。 • 語言:中英文流利,能進行高階商務溝通與專業簡報。 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊|Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/
應徵
11/03
台灣福斯財務服務股份有限公司汽機車及其零配件/用品零售業
台北市南港區3年以上大學以上
1. Prepare timely, comprehensive, and reliable credit risk reports on monthly basis, as well as for forecasting & planning with risk assumptions by evaluating portfolio statistics and presenting to local management and HQ. 2. Provide support on process and policy related to risk, as well as the pricing for new or existing product based on loss assumptions and product risk assessments. 3. Establish and review risk policies, guidelines, and procedures that will foster company's sales potential balancing with risk management goals. 4. Conduct annual validation both quantitatively and qualitatively on scorecard and risk parameters (PD & LGD) with performing recalibration if needed. 5. Vehicle residual value monitoring and analysis in proper presentation to steer the residual value risk and product. Provide support on auction price setting. 6. Maintain and analyze the risk monitoring report on active portfolio to review asset quality and perform various risk studies for risk steering and recommendations to Senior Management. 7. Review and analyze the delinquent portfolio to identify key factors and lessons on reducing or preventing bad debt losses. 8. Responsible for system projects to mitigate credit risk of credit portfolios. Manage various decision engines for consistent policy execution and operation efficiency. 9. Ad-hoc tasks
應徵
10/28
台北市內湖區5年以上大學以上
Digital revolutions are set to change the way we live, work and play. That’s why we’ve spared no effort in ensuring we are at the forefront of this new generation. Digital Banking focus on creating innovative products and services to integrate banking into our customers' digital lifestyle.The Digital Banking team plays an instrumental role in DBS's push in the innovation space. We lead the digital strategy for consumer banking and create innovative products and services to integrate banking into our customers' digital lifestyle. Key Responsibilities As the Digital Business Planning Manager, you will play a key role in supporting the development of business strategies, digital business planning and help drive momentum for initiative delivery. Business Reviews & Performance Reporting: Lead the preparation of regular business review materials for senior management. Gather and analyze data to generate performance summaries and insights. Translate complex updates into clear and action-oriented reporting. Strategic Planning & Execution Support: Assist in formulating digital strategies aligned with the broader consumer banking objectives. Support for business review, KPI review and budget planning. Initiative Management & Cross-functional Collaboration: Maintain an integrated view of all major digital and consumer banking initiatives. Consolidate updates across departments and support initiative owners with progress tracking. Data Analysis & Strategic Support: Conduct research on KPIs and prepare for actionable items based on customer insights and market trends. Identify untapped opportunities and work closely with stakeholders to create and drive the customer engagement strategy using all channels of communication to deliver a contextual, personalized and relevant experience.
應徵
10/22
台北市信義區經歷不拘專科
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. People responsibility: N Report to: VP, Investment Support Lead Job Contents: - 報表彙整與管理 - 熟悉財金相關系統操作如Bloomberg, CMoney等 - 熟悉投信法規 - 擅長跨部門協調溝通 - 具備財金投資相關專業知識
應徵
11/03
台北市中山區5年以上大學
To act as a Team Leader and / or Team Member on assigned audit work involving Taiwan across the Group. To act as Team Leader and / or Team Member and take responsibility for overseeing the planning and execution of the audit, maintaining the audit budget, including drafting of audit issues and the audit report. To ensure that assigned audit work is executed in an efficient and effective manner, within the given budget and timelines, and in line with GIA methodology standards. To clearly explain the risks and impact of issues identified during testing to GIA and business management. The individual may support in department wide exercises such as annual planning, risk assessment and training. To actively manage relationships with senior auditee management and stakeholders. Issue validation: Ensure that all audit issue action plans agreed during audit fieldwork are tracked through to completion in accordance with methodology requirements.
應徵
10/29
台北市大安區5年以上專科以上
此專區為協助外商及本土銀行主管職獵才,錄取身分為銀行正式員工,獵才職位包含:分行經理/理財業務主管/Sales Head,我們會協助您帶薪帶假談,全台灣分行都可討論,也會針對您的專才與優勢,提供品牌與分行地點的建議,誠摯歡迎具備相關經驗人才應徵。 【分行經理】 - 具分行經營管理能力及業務招攬能力 - 金融相關行業銷售與管理經驗 - 分行業務推展規劃及執行,達成分行業務目標 - 招募、訓練理財業務人員,提升理財業務人員專業智能 - 具備金融相關證照:人身保險業務員、投資型保險商品業務員、外幣收付之非投資型人身保險資格證照、財產保險業務員資格、銀行內部控制與內部稽核、投信投顧相關法規(含自律規範)、信託業業務人員信託業務專業測驗、衍生性金融商品銷售人員 【理財業務主管】 - 協助及輔導理財業務人員業績與團隊激勵,執行各項理財專案或行銷活動,以達成銷售預定目標,提昇銷售動能 - 協助理財業務人員開發客戶、領導團隊達成業績目標,深耕客戶關係,提高客戶滿意度 - 督導理財業務人員銷售行為,落實遵法與內控 - 掌握金融市場趨勢與經濟資訊脈動 - 具備金融相關證照:人身保險業務員、投資型保險商品業務員、外幣收付之非投資型人身保險資格證照、財產保險業務員資格、銀行內部控制與內部稽核、投信投顧相關法規(含自律規範)、信託業業務人員信託業務專業測驗、衍生性金融商品銷售人員
應徵
11/03
台北市中山區3年以上大學
• Assist in the preparation of BRD and FSD process for waterfall methodology • Participate in agile ceremonies (Daily stand-ups, sprint planning, review, retrospectives) to algin testing with development goals • Prepare test strategy, test plan and test cases according to the requirement obtained from stakeholders including product owners and IT team • Support user acceptance testing (UAT) and provide guidance to business users ensure testing completion in a timely manner • Log defects with clear reproductions steps, severity, priority and supporting evidence in ADO and keep track of the status • Prepare test reports, defect metrics, and quality dashboards for management reviews • Mentor junior tester and share knowledge of testing best practice • Ad-Hoc Task
應徵
10/16
台北市中山區經歷不拘專科以上
【加入滙豐 成就職涯】 我們理想遠大,加入滙豐,您將成就更多! 如果您正在尋找能讓你更加突出的事業,加入滙豐,發揮您的潛能,讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一,我們不僅提供多樣化的金融商品服務,也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道,我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community,接收HSBC第一手職缺及職涯相關消息! 請立即複製以下連結,註冊加入HSBC Taiwan Talent Community! https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力,提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理,透過以客戶為中心的定位,創新有效的通路,將我們客戶的經驗差異化,提供領先市場的個人金融暨財富管理解決方案。 工作內容: 1. 提供顧客優質服務, 支援並與理財業務團隊合作以達成銷售目標 2. 發掘潛在業務機會與客戶服務需求 3. 轉介潛在客戶予業務人員 4. 處理帳戶服務, 貸款作業, 及現金/非現金交易 5. 處理客戶服務相關問題 6. 減少臨櫃交易並增加自動化系統交易處理比例
應徵
11/03
台北市中山區5年以上大學
Deliver the E2E WRB High-Net-Worth Client Onboarding services, with a focus to provide superior client experience under standard process/operating model, and adequate controls and governance at country. • Collaborate with business teams/control partners supported with robust technology solutions to achieve best-in-class HNW E2E Client Onboarding Experience (incl. origination, CDD & account setup) • Work with business/operation leadership team and consult with Group CoEs, to manage/provide cross-functional, cross-process outcomes.
應徵
11/03
台北市中正區3年以上專科以上
1. 優先理財客戶財富管理服務與諮詢 2. 開發新的優先理財客戶 3. 深耕既有優先理財客戶, 提供客戶的最適切的理財服務及產品, 達成各項績效指標 4. 遵循組織的業務擴展計劃及策略
應徵
10/20
台北市信義區3年以上大學
1. Review performance and portfolio analytics for use in client reports. 2. Attend to queries on fund and/or benchmark returns, asset returns or attribution results. 3. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution 4. Produce peer fund comparison analysis based on Morningstar Direct 5. Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.) 6.Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation) 7.Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards 8. Maintain stakeholder relationships and manage expectations. 9. Identify and execute continuous process improvement and automation. 10.Maintain portfolio data to ensure accurate performance calculations.
應徵
10/30
台北市大安區2年以上大學以上
**本職缺可遠端辦公** 【工作內容】 1. 受託買賣台股有價證券 2. 受託買賣複委託商品,包括:海外股票、債券及結構型商品(不含基金及保險商品) 【具備條件】 1. 優先條件:具備一定客戶基礎者。 2. 個人特質:有志於在既有基礎上尋求業績成長 3. 工作經驗:具證券、銀行業務開發經驗2年以上者尤佳 4. 具備證券業務員或證券高級業務員證照 【工作環境】 國泰證券法人部提供豐富的台股研究資源及專業交易室,同時提供完善的複委託培育計畫,涵蓋多元商品的專業知識,包括海外股票、債券以及結構型商品,公司提供專業輔銷支援,協助業務人員持續學習與追求成長。
應徵
10/28
台北市內湖區3年以上大學以上
Business Function Risk Management Group works closely with our business partners to manage the bank's risk exposure by balancing its objective to maximise returns against an acceptable risk profile. We partner with origination teams to provide financing, investments and hedging opportunities to our customers. To manage risk effectively and run a successful business, we invest significantly in our people and infrastructure. Responsibilities -Analyze and monitor the credit portfolio of the Consumer Banking segment, ensuring adherence to risk management policies and guidelines -Conduct in-depth credit risk assessments, including portfolio analysis, trend identification, and early warning signal detection -Collaborate with cross-functional teams to develop and implement strategies for portfolio optimization and risk mitigation -Provide timely and insightful reporting on portfolio performance, highlighting key risks and opportunities -Contribute to the development and enhancement of credit risk models, methodologies, and tools -Participate in the review and approval of credit proposals, ensuring alignment with the bank's risk appetite -Stay abreast of industry trends, regulatory changes, and best practices in credit portfolio management Requirements -Relevant university degree in Finance, Economics, or a related field -Minimum 3-5 years of experience in credit risk management, portfolio analysis, or a similar role -Strong analytical and problem-solving skills, with the ability to interpret complex data and draw meaningful insights -Proficient in the use of data analysis tools and techniques, such as Python, Excel, SQL, and statistical software -Excellent communication and presentation skills, with the ability to effectively convey complex information to stakeholders -Demonstrated understanding of credit risk management principles, portfolio management, and regulatory requirements -Ability to work collaboratively in a team environment and contribute to cross-functional initiatives
應徵
10/30
台北市內湖區3年以上大學
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Key Accountabilities: • To enhance consumer banking sales incentive scheme through business strategy and data analysis. (including wealth management, secured loan, credit card and unsecured loan) • To design and execute CBG sales incentive program with business driver and governance approach • To provide support to business partners to help business growth, and front-line sales communication. • To provide the related data source and propose / report to management for business action. • To ensure timely delivery of sales incentive on monthly / quarterly basis. • To analyze and tracking sales performance. • To communicate with regional and cross functional teams. • To support integration project
應徵
10/20
台北市大安區5年以上大學以上
1.聯繫銀行業務聯繫,包含合約及專案企劃等。 2.負責大台北及桃竹區銀行通路服務。 3.舉辦客說會及理專教育訓練。 4.蒐集整理與分析銷售通路相關情報資訊,以協助公司擬訂銷售策略。 5.執行公司及主管交辦事項。
應徵