「私人銀行部客戶關係經理(海外經驗)」的相似工作

**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，以及有意願加入複委託轉型計畫者優先；曾擔任銀行理專者優先。 2. 個人特質：對海外市場商品具高度熱忱，有志於在既有基礎上尋找業績突破 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，協助營業員持續學習與追求成長。

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 division, identifying trends, risks, and opportunities for optimization -Develop and implement strategies to manage the credit portfolio, including risk mitigation, portfolio diversification, and performance enhancement -Collaborate with cross-functional teams, such as credit underwriting, collections, and product management, to ensure alignment and effective portfolio management -Conduct regular portfolio reviews and provide comprehensive reports to senior management, highlighting key insights and recommendations -Stay up-to-date with industry best practices, regulatory changes, and market dynamics to enhance the bank's credit portfolio management capabilities Contribute to the development and refinement of credit policies, procedures, and risk models to align with the bank's risk appetite and strategic objectives Requirements -Minimum 5 years of experience in credit portfolio management, preferably in the consumer banking or retail lending industry -Strong analytical and problem-solving skills, with the ability to interpret complex data and derive actionable insights -Proficient in the use of data analysis tools and techniques, such as Python, SQL, Excel, and data visualization software -Excellent communication and presentation skills, with the ability to effectively convey complex information to diverse stakeholders -Demonstrated experience in developing and implementing credit portfolio management strategies and initiatives -Thorough understanding of credit risk management principles, regulatory requirements, and industry best practices Ability to work collaboratively in a team environment and contribute to cross-functional initiatives

1. 外交割 2. 負責結算國內外債券(央債.公司債.可轉交換債.外國債)、衍生性商品...等,款券結算交割及依主管機關規定完成相關申報作業。

★★歡迎私人銀行理財顧問、銀行資深客戶關係經理和保險業主管菁英挑戰更年薪破千萬★★ 【職務內容】 -顧問收入為AUM累積制度。 -提供VIP高資產客戶理財規劃服務。 -家族財務管理規劃服務。 -為資產傳承移轉,進行規劃建議。 -華語區資產/資金移轉諮詢。 -整體稅務諮詢與規劃。 -產業動態掌握及市場需求研究，並發掘潛在商機 。 -針對既有專案推動與執行 。 -公司線上線下講座活動規劃與支援，樂於主動接觸人群，具備群眾演說經驗及能力，積極推廣市場開發。 -非保險業業務 【具下列經驗尤佳】 -家族辦公室顧問經驗。 -從業5年以上經驗。 -年薪達150萬者。 -高資產客戶資產規劃經驗。 -外商、私人銀行從業背景。 -高資產管理顧問公司、企業金融從業背景。 【敬告】 -態度不佳者一律剔除 -英雄惜才，而你是不是才，端看你怎麼回應 -誠信為本，守時為上 -菁英教育，適者生存 -抱持懷疑不如理性探索 -用公司名氣大小評估，不如看自己去掉大公司名片後，有多少本事？

Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Description 1. Formulate, complete and execute account plans for identified clients in the assigned portfolio with the senior bankers to increase share of wallet size. 2. Corp. wealth and T&M revenue, more diverse products knowledge and revenue generation abilities aside from Corp. loan. 3. Develop Institutional Banking Group 4 activities which include exploring new products/clients in line with the Bank's objectives 4. Evaluate the credit-worthiness of customers and recommends appropriate proposal taking into account the Bank's objectives, customer's requirement and overall market conditions and industry trends 5. Ensure timely submission of RFP (Request for proposal), pitches, meeting deal execution timelines, preparation for credit memos and supervision reports 6. Prepare financial models with P&L, B/S & cash-flow projections based on sound business and market assumptions 7. Proactive monitoring and management of accounts, being alert to credit deterioration or improvement, and taking timely action including elevation to senior bankers and credit 8. Conceptualize and undertake corporate finance analysis, including capital structure analysis, valuation analysis using DCF and comparable 9. Handle loan & security documentation negotiations 10. Liaise with Corporate Banking various department (such as Credit & Credit Control, T&M, Operations and other Product Groups) to achieve a smooth workflow in the processing of customer's request.

1.負責國際聯貸案案源之開發、關係維繫及管理 2.徵信報告及授信條件分析 3.境外客戶之關係維繫 4.可接受外派／出差

【Responsibilities】 • Manage assigned Financial Institution (FI) accounts, covering relationship management, profitability, product promotion, credit assessment, and daily operations. • Evaluate customer and industry risks, review credit applications, and ensure deal structures, pricing, and product offerings are aligned with business strategy. • Develop account strategies and FI business initiatives, identify new clients, and drive cross-selling opportunities to achieve departmental goals. • Drive revenue growth and efficiency improvements through proactive business development and marketing initiatives. • Deliver tailored financial solutions to clients, enhancing account profitability and meeting revenue targets. • Build and sustain strong partnerships with internal teams and external stakeholders. • Collaborate with Compliance and KYC teams to ensure full regulatory and policy adherence. • Partner with credit analysts to resolve deal-related credit issues and maintain sound risk management. • Liaise with headquarters and relevant teams to align on client needs and market developments. • Coordinate with internal departments to ensure smooth operations, timely product delivery, and superior client service. • Review and secure approvals for new accounts, transactions, and renewals within established timelines. • Monitor and manage credit risk by analyzing client and industry information, reporting potential concerns promptly. • Prepare transaction proposals and credit applications that meet strategic, pricing, and client service objectives. • Negotiate with clients on terms, pricing, and contract details, seeking commercially viable solutions. • Ensure compliance with all relevant laws, regulations, and internal policies. • Organize meetings to resolve urgent or ad-hoc client issues. • Stay updated on industry trends, regulatory changes, and product developments to maintain market expertise. 【Qualifications】 • FI ARM/ Corporate ARM experience and communication skills with the ability to influence others and sell products. • Have basic product knowledge in Transaction Bank and Global Market business. • Good stakeholder management skills to collaborate with other departments. • In-depth knowledge of general banking products and services. • Proficient in English. ––––––––––––––––––––––––––––– ▲【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/

1. 協助公司制定財務策略和實施方案； 2. 提供客戶最佳的金融服務解決方案； 3. 負責海外業務拓展及金融市場開拓； 4. 管理資金流向設計藍圖； 5. 監控相關財務稅務監控管理； 6. 負責風險控管等。 本職位需要具有豐富的金融產業經驗和專業能力，負責協助公司制定財務策略和實施方案，以及提供客戶最佳的金融服務解決方案。此外，本職位還需要負責海外業務拓展及金融市場開拓，具有重要的發展前景。 如果您符合以上職位要求，請提交您的履歷表，期待與您見面！

RM或PRM

1.規劃及檢討公司會計作業流程，並覆核各項會計作業，以符合財會及稅務之規定。 2.成本結算、傳票覆核及編制(集團)合併財務報表。 3.提供並分析各管理決策所需之管理會計報表。 4.配合會計師提供帳務暨稅務查核資料。 5.協助配合集團子公司事宜。 6.負責企業之會計、稅務等業務及主管交辦事項。 7.董事會以及股東會需求的財會資料。 工作地點：竹科廠及竹南廠

1.規劃及檢討公司會計作業流程，並覆核各項會計作業，以符合財會及稅務之規定。 2.成本結算、傳票覆核及編制(集團)合併財務報表。 3.提供並分析各管理決策所需之管理會計報表。 4.配合會計師提供帳務暨稅務查核資料。 5.協助配合集團子公司事宜。 6.負責企業之會計、稅務等業務及主管交辦事項。 7.董事會以及股東會需求的財會資料。 工作地點：竹科廠及竹南廠

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.

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

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

Job Summary: Covers operations and related activities. Provides operational support to the asset management business and/or products. Provides post-sale technical customer service to business or end-consumer customers via phone, online chat, or text including: Responding to a high volume of low complexity technical inquiries (e.g., equipment or software installation/activation/troubleshooting, providing technical product specifications & information on compatibility with other products, etc.). Providing responses to customer inquiries based on pre-determined scripts and other response guidance tools. Recommending alternative products or services (e.g., warranties) as part of customer issue resolution. Perform AML/KYC monitoring. Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. To support effective management of Transfer Agency (TA) operations, with a primary focus in client servicing and ensuring compliance with Anti-Money Laundering (AML) regulations. This role is responsible for maintaining service excellence, implementing company policies, and supporting risk mitigation efforts. Key Responsibilities / Duties: Perform daily TA operational tasks accurately and efficiently. Support the implementation of TA team objectives, policies, and procedures. Deliver high-quality service to clients and respond to inquiries in a timely manner. Ensure adherence to AML policies and procedures, including transaction monitoring and client due diligence. Adhere to operational procedures and internal controls to mitigate risk and ensure regulatory compliance. Collaborate with internal stakeholders and external service providers to resolve issues and client inquiries. Participate in and support ad-hoc projects and initiatives as assigned, including process improvements and system enhancements. Work Experience / Knowledge: Bachelor’s degree in Finance or Business area of concentration 3-5 years of relevant experience in SITE industry, with exposure to TA operations and AML practices. Strong communication and interpersonal skills, especially in client-facing environments. Solid understanding of AML regulations and TA operational workflows Good organizational skills and problem-solving abilities Good command of written and spoken English Detail-oriented with a proactive and collaborative mindset SITE/SICE licenses required Our benefit policy includes but not limited to: 21 days of Annual Leave Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

職位描述 我們誠徵熱情且積極主動的業務開發專員加入我們不斷成長的團隊。此職位負責制定和執行銷售策略，與潛在客戶建立關係，並推動支付產業的營收成長。這是一個令人振奮的機會，適合具備深厚支付產業知識和良好銷售業績記錄的積極進取人士。 職責 • 主動尋找和評估目標市場中的潛在客戶。 • 針對每個客戶的特定需求，制定和提交具有吸引力的銷售提案。 • 建立和維護與現有和潛在客戶的良好關係。 • 進行市場研究和競爭者分析，以掌握產業趨勢和商機。 • 與內部團隊（包括行銷、產品開發和客戶支援部門）合作，確保無縫的客戶體驗。 • 持續達成並超越個人銷售目標。 • 參與業界活動和會議，以開發潛在客戶並提升品牌知名度。 • 掌握支付產業的最新進展和趨勢。

為確保您的申請能順利進入甄選流程，本職缺僅受理透過 安達人壽官網 投遞的履歷。請點擊以下連結完成申請：https://reurl.cc/mYAnll （提醒您：若僅於 104 投遞履歷，將不會進入審核流程） ★使用小提醒： • 104 網頁版：請直接複製上方連結至瀏覽器，即可查看職務說明(JD)與投遞履歷。 • 104 App版：請滑至下方「聯絡方式」>「其他」欄位，複製該處連結至瀏覽器，即可查看職務說明(JD)與投遞履歷。 • 官網語言切換：您可於職缺頁面右上角選擇「繁體中文」，方便瀏覽。 ★進一步了解安達人壽 • [開箱影片] 走進我們的辦公室，認識工作環境、福利與文化 https://youtu.be/VEugiQZAcjc • [官方 Podcast] 探索我們如何打造支持成長與創新的職場 https://reurl.cc/ekd7XW

我們正在尋找一位積極主動且具備專業能力的業務開發經理，負責推動公司信託業務在台灣的成長。理想人選需具備良好的客戶關係經營能力，能夠開發高資產客戶與家族辦公室，推廣公司的信託與受託服務。 主要職責： • 制定並執行業務拓展策略，以擴大公司在台灣的信託服務版圖。 • 透過人脈、轉介與市場研究發掘潛在商機。 • 維繫並深化與高資產客戶、專業中介機構（如律師事務所、會計師、財富管理顧問、私人銀行等）的合作關係。 • 準備客戶提案、簡報資料及業務簡介文件。 • 與內部團隊（法務、合規、營運）合作，確保客戶順利完成開戶及後續服務流程。 • 追蹤市場動態、競爭者活動及影響信託業務的法規變化。 • 達成公司設定的業績目標。 • 代表公司參與產業論壇、研討會及相關活動，提升公司能見度。

透過電話、文字、臨櫃或說明會舉辦的服務方式，提供客戶國際金融市場分析、基金投資及資產配置建議，多數會以0800諮詢專線接聽客戶來電及培訓業務開發能力，拓展開戶下單，需要與顧客保持良好的關係維護，持續提供理財諮詢服務，讓客戶的資產與我們一起成長。 我們需要熱情、有共同理念的你加入我們的行列!

Ready to take your career in financial markets to the next level? I’m supporting an international bank in building its product management team, and we are looking for talented professionals to join. If you have proven experience in financial products, this is a fantastic opportunity to grow your expertise and make an impact. 【Open Positions】 • Fund Product Manager (基金產品) • FX Product Manager (外匯產品) • Offshore Structured Product Manager (境外結構型產品) • Loan Product Management (貸款產品) • Deposits Product Manager (現金存款產品) • Credit Card Product Manager (信用卡產品經理) 【Requirements】 • 3+ years of direct, hands-on experience. • Strong ability to design, manage, and drive product strategies. • Solid knowledge of international financial markets and product dynamics. 【Compensation】 • Highly competitive with significant room for growth and negotiation. If you or someone in your network is exploring new challenges and seeking a platform with global exposure, let’s connect! ––––––––––––––––––––––––––––– ▲【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/