「元大銀行-客群發展部-專案規劃人員」的相似工作

1. 複委託商品平台經營維運 2. 主責固收商品交易發想/觸動/推廣/行銷，含文案撰寫、簡報設計與製作 3. 跨商品、部門及通路業務合作溝通，與團隊合力完成例行性事務維護以及主管交辦事項

1.日常交易執行 2.協助處理客戶相關事項 3.系統規劃與跨部門溝通 4.主管交辦及支援團隊作業 5.具高級證券業務員證照

1.辦理永續發展委員會、風險管理委員會及提名委員會會議召開、執行情形追蹤暨會務相關事項。 2.辦理董事會暨功能性委員會績效評估作業。 3.辦理不誠信行為潛在風險評估、擬定誠信經辦公室年度工作計畫、公司年度履行誠信經營情形暨誠信經營辦公室例行事務。 4.定期檢視及配合法規異動修訂秘書處所轄規章辦法。 5.協助辦理公司治理評鑑及公司治理相關事項。

1.商品行銷企劃：規劃商品策略及行銷推展方式以達成業績目標。 2.各式行銷活動推播：戰報發佈、業績分析、商品及活動管理。 3.精準行銷：提高客戶之保險滲透度、忠誠度及貢獻度。 4.整合資源：整合內外部資源，因循保險商品法令規範，以達合法合規之業務品質。

★星展銀行誠徵【KYC/CDD Reviewer 客戶盡職調查專員】★ 洗錢防制已是目前國際金融最重視的顯學，CDD/KYC客戶盡職調查作為洗錢防制的第一道防線，是星展非常重視的專業團隊，我們誠摯歡迎有CDD/KYC相關經驗並且對客戶盡職調查/洗錢防制/法治遵循領域專業很有興趣的您加入。 此次招聘的職位是正式職員，最後席次，敬請把握！ 成為星展銀行的正職員工，享有超多元的優質福利，包含14天起跳的年假、生日假、志工假、彈性福利金、員工申購各項金融產品優惠...等，詳情請參考福利說明。 === 【工作內容】 ● 負責高風險客戶的相關資料蒐集，並依據銀行內部作業準則完成CDD表單( Customer Due Diligence Form)。 ● 主動聯繫分行/客戶了解其最新職業及背景。 ● 依據分行回覆之客戶Customer Due Diligence，覆核其合理性及正確性，完成姓名檢核, 交易檢視等客戶風險等級評估 ● 在業務端做決策時，適當地評估客戶風險評級，有益於維護公司聲譽和保障DBS集團。 ● 協助CDD MIS資料統整和分析報表，和相關專案支援 ● 配合反洗錢監控中心，觀察客戶資金流向，並加入CDD評估 ● 與銀行法規遵循單位合作，推行並落實台灣之反洗錢監控 === 【Key Accountabilities】 ● Provide RM with insights into clients’ AML risk and develop an understanding of Industry sector, client information and other risk relevant factors ● Assist in preparation, development, due diligence and approval of the High Risk Customer CDD ● Be competent and familiar with all CDD policies and guidelines and complete CDD in compliance with the guidelines and policies as well as regulations ● Conduct customer Due Diligence on existing client’s Periodic Review/Trigger Review, analysis of accounts and review client information. ● Validate the information within KYC records to ensure completion and accuracy ● Appropriately assess customer risk rating when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding DBS group. ● Process and publish daily MIS for the team and daily reports ● Execute and review negative media from client screening, and escalate where necessary ● Able to work effectively with other members of COO Office and ensure that all issues identified are appropriately escalated to management. ● Able to work under pressure.

1.Process daily movements of customers’ deposit accounts and the related GL accounting booking and end-day balancing. 2.Process outward and incoming funds transfer via IBRS and ACH. 3.Process foreign currency inward remittance related activities 4.Process incoming and outgoing checks for clearing or on collection basis. 5.Verification / identification of required documents for new account opening 6.Maintain account information update in due course. 7.Prepare regulatory reporting 8.Prepare weekly CTR to the Investigation Bureau, Ministry of Justice 9.Handle the certificate of Account Balance and CPA confirmation 10.Handle the issuance of Cashier’s Check/ Bank of Taiwan’s check. 11.Handle the requests received from court or relevant government organization 12.Backup to process funds transfer in CBC’s Interbank Funds Transfer system 13.Back up Head, Cash Operations Dept. and/or Remittance Supervisor / Trade / Loans Officer whenever need 14.Alternative Custodian vault for cash and accountable forms 15.To Take any special or additional responsibilities as assigned by Department Head 16.Any other duties assigned in addition to the above or on ad-hoc basis

•協助專案經理規劃與協調專案範疇，並追蹤進度與資源運用 •參與專案會議，掌握進度、評估執行情況並提出建議 •管理專案相關行政事務與資源排程 •策劃與執行專案活動，促進跨部門協作

● 工作經歷： 1. 具一年以上個人網路、企業網路、APP功能規劃或數位金融相關經驗。 2. 熟悉金融機構辧理電子銀行業務安全控管作業基準等。 ● 專業技能： 1. 數位金融平台流程規劃(個人網路、企業網路、APP)與介面示意設計 2. 掌理網路銀行平台、行動銀行平台、行動身分認證與行動金融服務的應用規劃與整合發展。 3. 跨部門整合力：配合主管指派專案工作，並與不同部門密切合作，確保項目順利執行。 4. 主導專案運作、團隊整合和協調，能有效調配資源，並管理執行多重專案，以符合時程進度。 5. 擅長簡報製作與報告，熟悉OFFICE軟體(WORD、POWERPOINT、EXCEL等)。 6. 業務需求規劃、營運計劃書、業務規章、手冊及流程之擬訂、修改、釋疑與陳報。 7. 業務推展規劃與執行、營運績效分析考核。 ● 加分項目： 具銀行內部控制、金融科技力證照尤佳、Figma。

☻ 歡迎對企業授信業務有興趣的「新鮮人、想轉職的夥伴」加入挑戰!! 　 職缺需求：台北總公司／高雄分公司 ▌職務概述 ▌ 企金AO是公司業務發展重要的推手，具有良好的前景，負責評估企業客戶的信用風險、提供融資方案和貸後管理等工作。 ▌完整的培訓資源，幫助您累積專業職能、拓展人脈，一步步成為產業專家 ▌ ﹥1對1的Mentor指導，搭配on job training，結合線上及線下課程，提供多元學習資源 ﹥提供必要證照考取的費用補助 ﹥職能建立：財報分析／風險管控／業務開發與談判／人脈建立／產業知識與市場敏銳度 工作說明： ① 企業金融業務推廣及客戶開發。 ② 客戶拜訪(訪視與訪談)，維護良好客戶關係與溝通。 ③ 依企業戶營運狀況、資金需求，提供財務規劃與建議。 ④ 徵提案件相關資料、進行產業與風險評估分析並出具初步授信報告。 ⑤ 達成業績目標，持續進行貸後風險管控。 ⑥ 主管交辦事項。 具備特質： • 不害怕與陌生人交談，可接受大量陌生開發(電推/上門..等)。 • 保持開放心態，樂於跳脫舒適圈探索未知事物及學習。 • 樂觀積極，勇於克服挫折並突破困境。 • 具當責及團隊精神，主動解決問題、有良好溝通協調能力。

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】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

【數位行銷專員｜一起玩轉金融科技行銷！】 為什麼加入普匯？ 普匯金融科技專注在全球最熱門的 AI 金融科技領域 。 在這裡，你不只是做行銷，而是能 邊實戰邊學習，接觸最前沿的金融科技產品，培養數據思維、金融知識與創意思維，快速累積職場即戰力！ 【你會做的事】 1. 廣告投放：別擔心沒經驗，我們有完整教學，帶你快速上手！ 2. 行銷素材企劃：和設計夥伴腦力激盪，讓你的點子變成吸睛作品。 3. 活動策劃：用數據思維設計行銷活動，挑戰提升轉換率。 4. 體驗優化：透過用戶反饋，幫官網與 APP 打造更流暢體驗。 5. 口碑行銷：用溫度回應用戶、關注品牌聲量，讓品牌更有影響力。 6. 主管交辦：一起學習，一起成長。 【我們想要的你】 對 數位行銷、社群趨勢、品牌經營 充滿好奇心 喜歡數據與創意並行，樂於學習新工具、新技能 擁有積極主動、樂於分享的心態 應屆畢業生、行銷新鮮人都很歡迎！ 【為什麼你會愛上這裡】 @零距離接觸金融科技新創圈，快速拓展眼界 @提供完整教學，讓你行銷技能快速成長 @年輕有活力的團隊氛圍，想法都能被聽見 @實戰經驗滿滿，履歷亮點直接加分 如果你想在數位行銷的世界發光，並親身參與 FinTech 新創的成長之路，那麼別猶豫，快加入 普匯家族，讓我們一起玩轉金融科技行銷！

Introduction to the job Do you like challenges and do you want to work in a fast pacing supply chain environment to support some of the biggest semiconductor companies worldwide? Are you familiar with Logistics Operations and like to managing urgent demands on a daily basis?  If this sounds like you and if you have a strong customer oriented mindset, here is your mission. Role and responsibilities For our Global Operations Center in Taiwan we are searching for Supply Chain Professionals. You fulfill the demand of our customers for spare parts and tools for their maintenance activities on some of the most complex machines in the right quantity and at the right time & cost. Time is of the essence to ensure a seamless production of our customers without interruptions on our machines. -Handling of urgent material requests from worldwide customers in a rolling 24/7 shift system with the right customer focus, while meeting all milestones related to communication and execution -Monitoring of worldwide shipments  -Ability to resolve complex issues and drive improvements to further optimize processes -Ability to support escalations and provide communication proposals for review -Constructive and reliable communication with worldwide stakeholders from all departments within ASML -This position requires shift work. Education and Experience Bachelor's Degree in related subject i.e. Supply Chain Management, Information Science, Engineering etc. preferred -Minimum 1 year of relevant experience in an international company, semiconductor industry is preferred -A tactical thinker with strong interpersonal and communication skills -Analytical thinking and ability to organize and prioritize workload Skills Working at the cutting edge of tech, you’ll always have new challenges and new problems to solve – and working together is the only way to do that. You won’t work in a silo. Instead, you’ll be part of a creative, dynamic work environment where you’ll collaborate with supportive colleagues.  There is always space for creative and unique points of view. You’ll have the flexibility and trust to choose how best to tackle tasks and solve problems. To thrive in this job, you’ll need the following skills: -Stress-resistant; act under high pressure -Flexible; willing to go the extra mile for the customer -Excellent professional communication in English, written and oral -Drive for results; does not stop until solution has been found, even when obstacles arise -Team player -Change management competencies -Convincing, pro-active and “can do” mentality -Cultural awareness -Experience with ERP system(s), SAP R/3 knowledge preferred -Ability to prioritize Diversity and inclusion ASML is an Equal Opportunity Employer that values and respects the importance of a diverse and inclusive workforce. It is the policy of the company to recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation, or gender identity. We recognize that diversity and inclusion is a driving force in the success of our company. Need to know more about applying for a job at ASML? Read our frequently asked questions.

1.協助規劃與經營網路投保，含數位行銷、活動規劃、會員經營。 2.社群媒體經營 (Facebook、Instagram、LINE)。 3.合作廠商溝通與管理。 4.追蹤市場趨勢與競業動態，蒐集潛在客群需求，作為行銷優化的決策依據。 5.其他主管交辦事項。

職務概述 將您的熱情和客戶服務帶入您的工作中。您喜歡幫助客戶改善財務狀況嗎？無論您的專長是什麼，都讓它閃耀。由於您對美好金融產品和服務的貢獻、連接和共享，客戶能夠實現他們的目標和夢想。這就是為什麼我們不斷重塑零售體驗，讓我們的客戶能夠實現他們的財務和生活方式目標。

 我們正在尋找營運專家，你熱愛提供客戶優質服務及解決問題。在這個角色，你將負責支持所有產品從前到後的運營流程，包括客戶開戶上線的支援、交易服務和交易後資產組合帳務服務等。你將與分公司的其他團隊成員一起合作，提供客戶高品質、流暢無縫隙的體驗。 工作職責 有序的學習和輪調，全方位承接分公司主要營運業務： 1. 交易(證券/期貨）業務：開戶、集保、股務、出納、帳務處理
 2. 資產管理業務：協助資產管理產品開戶、申購處理 3. 負債（借貸）業務：協助融資、融券、不限用途借貸等產品開戶、交易處理及風險控管 職務關鍵能力： 1. 大學畢業 2. 有金融業營運、客服或銷售相關工作經歷 3. 具備證券商後台營運工作經歷尤佳 4. 到職後六個月內取得高業證照 職務職能： 1. 以客戶為中心 Customer Focus 2. 親和力 Interpersonal savvy 3. 解決問題 Problem Solving 4. 有效溝通 Communicates Effectively 5. 協作 Collaborates

● 需具中華⺠ 國交通部⺠ 航局核發之【航空器簽派員檢定證者】。 ● 飛行計畫製作、航機簽派。 ● 航機監控及異常狀況應變處理。 ● 航路規劃、新航線、航點評估。 ● 飛航數據資料分析。 ● 臨時交辦事項。 實際⼯作地點可因個人因素，安排於臺北市或臺東市； 偶爾因工作需要，可能需至臺東出差。

【JD】 -Develop and manage project plans, schedules, and budgets -Identify, assess, and mitigate project risks -Manage and motivate project teams -Communicate project status to stakeholders -Ensure project deliverables meet quality standards -Identify and implement process improvements -BAU maintenance/update System related incidents 【Requirements】 -Familiar with Telemarketing, Dialer, Telephony, Credit Card, Person Loan domain knowledge -Minimum 2 years’experience in Banking PA or Sales Support -Learn fast and be able to work under high pressure with high EQ. Possess great problem-solving skills and strong sense of accountability. -Proven track record of successfully delivering complex projects -Strong technical skills and understanding of project management methodologies -Excellent communication and interpersonal skills

1.組織發展獎勵辦法、業務制度修訂、規劃與推廣 2.各項專案發想企劃 3.參與組織發展相關會議、掌握各項專案進度 4.跨部門溝通與協作

主要工作 ~從證券客戶專案成交前的專案評估，成交後整合內部資源的專案執行，到專案最後的上線與驗收～ 重點項目 1.負責客戶端諮詢之技術問題反饋，專案整體管理等事務。 2.負責評估專案範圍、資源分配、時程安排。 3.負責擬訂專案工作內容，執行專案工作及產製相關專案文件。 4.負責專案工作執行、客戶溝通協調。 5.控管專案之風險評估與處理。 6.具備金融交易相關的基礎知識與技能。

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Shape your Career with Citi Citi’s Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We’re currently looking for a high caliber professional to join our team as Assistant Vice President, Client Management Sr Analyst, Taiwan (Internal Job Title: Securities & Derivatives Sr Analyst - C12) based in Taipei, Taiwan. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. We empower our employees to manage their financial well-being and help them plan for the future. Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. We have a variety of programs that help employees balance their work and life, including generous paid time off packages. We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. The Sec & Derivatives Sr Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. In this role, you’re expected to: Resolve complex process problems which require an in-depth evaluation of basic securities processing procedures and industry standards Process various hedge fund tasks, including calculating net asset value, reconciling cash and holdings, and pricing securities Offer advanced solutions for assigned securities processing areas Provide guidance and assistance to junior staff Oversee the set-up of new hedge funds, while representing a securities processing team, and acting as the analytical and procedural expert Serve as analytical or procedural expert for securities processing deliverables/initiatives Prepare expense budgets, analyze expense calculations, and prepare unaudited financial statements Ascertain fund value and allocate values to each investor Assist with the development of new techniques and streamlining hedge fund/securities processing activities Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

【國泰世華銀行 | 軟體專案管理師（銀行內部系統/AI導入應用/ 公私雲專案）】 【工作內容】 國泰世華銀行正積極推動數位轉型，以銀行內部系統升級優化、AI、公私有雲、SaaS導入建置、推動與規劃為發展重點，打造更高效、安全、智慧的金融服務。作為資訊板塊軟體專案管理師，將有機會參與各類銀行內部系統升級，並與數據、業務單位及外部技術夥伴緊密合作，我們正在尋找擅長跨部門協作、具備軟體系統建置的專案管理的專業人才，一起創造前所未有的金融服務可能性 【職務內容】 1. 銀行內部各類系統建置升級專案管理 參與銀行跨部門內部系統建置升級，包含業務面（如：消企金業務、財富管理、分行作業營運等等）、營運面（如：人事、安控、倉儲移轉） 接觸專案類型：公私有雲（含SaaS服務）導入、AI導入應用、系統翻新優化、全行資訊議題推動規劃 2. 專案規劃與策略對焦 根據銀行數位轉型策略，規劃並定義 專案範疇，組建專案團隊，確立 跨部門整合與溝通機制。 識別專案風險與議題，提供決策建議，確保專案目標符合業務需求與技術發展方向。 當專案範圍、時程、預算等發生異動時，召開決策會議，制定應變計畫，確保專案穩定推進。 3. 進度與品質控管 規劃與管理專案時程，監控各項工作進度，確保系統開發與部署符合銀行內部合規要求。 建立定期回報機制，撰寫專案簡報、會議摘要，向利害關係人提供專案狀態更新與關鍵指標分析。 4. 委外廠商選商及協作管理 評估、篩選與管理外部技術合作夥伴，確保符合專案需求與技術標準。 負責 委外合約管理、服務品質監督，確保專案執行符合時程、預算。 協調 內部 IT、業務部門與外部供應商，確保合作順暢，提升專案執行效能。 5. 專案整合與跨部門協作 執行專案整合管理，包括 問題追蹤、變更管理、成本與資源規劃、品質與文件管理 等。 跨部門溝通與協調，確保 IT 團隊、業務單位及公有雲廠商之間的合作順暢，確保專案順利交付。 【發展與培訓】 1.內部培訓：提供專案管理訓練、系統技術知識、軟實力能力培訓。 2.外部交流：參與跨部門技術論壇、專案經驗分享會，學習最新金融科技趨勢。 3.進修資源：支持內外部課程進修，協助同仁持續精進專業技能，掌握 AI、公有雲及金融科技應用。