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「25870443 Assistant Vice President, Client Management Sr Analyst, Taiwan」的相似工作

花旗(台灣) 商業銀行股份有限公司
共503筆
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台北市松山區經歷不拘大學
★職務說明: 學習消費金融及財富管理專業,建立徵授信觀念、熟悉不動產與價值評估,培養成為全方位消金人才。 ★計畫特色: 1. 優先轉正機會:實習表現優異者畢業後優先任用。 2. 多元培訓課程:舉辦職務說明會、實習消金及理財業務,提供線上、視訊課程資源增進專業。 3. 專屬MENTOR:學長姐實務指導,培養徵授信、信用評等、不動產專業。 ★工作內容: 1. 參與AO日常運作,認識授信業務,協同AO拜訪資產型顧客、小型企業,學習不動產估價,協助個人、小型事業授信案風險評估,並學習撰寫徵授信報告要領。 2. 參與分行消金會議,加速消金專業知識技能養成。 3. 輔導考取金融證照(如財產保險、初階授信)。 4. 參與理財業務實習,學習資產配置觀念,拓展金融視野。 實習期間:2026/3/2~2026/6/30 報名資格:大四、碩二在校生 實習天數:每週4~5天 薪資:日薪1,680元 報名時間:即日起至2025/10/06(一) 報名方式:請登入玉山甄選網站(https://recruit.esunbank.com.tw/Recruit/Login),選擇「實習計畫/分行營運實習生」職缺,並送出個人履歷
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台北市松山區經歷不拘大學
★職務說明: 學習櫃檯現金收付、數位平台應用,提升顧客服務、金融商品推廣技能,培養成為專業的金融人才。 ★計畫特色: 1. 優先轉正機會:實習表現優異者畢業後優先任用。 2. 完善培育制度:舉辦職務說明會,提供線上、視訊課程資源,學習晨報技巧增進專業、培養問題解決能力。 3. 專屬MENTOR:學長姐實務指導,快速適應職場環境。 ★工作內容: 1. 參與營運服務日常運作,學習臨櫃服務應對、高櫃交易、數位平台操作功能、信用卡暨支付金融業務及商機轉介技能。 2. 擔任分行櫃檯及大廳接待員,處理顧客現金票據收付業務、檢視洗錢防制作業及引導顧客使用自動化設備。 3. 輔導考取金融相關證照(如金融市場常識與職業道德、信託業務人員、初階外匯)及英語證照(TOEIC)。 實習期間:2026/3/2~2026/6/30 報名資格:大四、碩二在校生 實習天數:每週4~5天 薪資:日薪1,680元 報名時間:即日起至2025/10/06(一) 報名方式:請登入玉山甄選網站(https://recruit.esunbank.com.tw/Recruit/Login),選擇「實習計畫/分行營運實習生」職缺,並送出個人履歷
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台北市中山區經歷不拘專科以上
※重要提醒:請至陽信銀行官網填寫履歷,並郵寄紙本資料完成報名(寄發前請務必確認資料之完整性)。 ※職務說明: 一、甄選員額:80名 二、需才地區:台北、基隆、桃園、新竹、苗栗、台中、彰化、南投、台南、高雄、屏東 三、薪資待遇: (一)大專以上學歷:以初級辦事員任用,月薪37,500元。 (二)商學院碩士學歷:以初級辦事員任用,月薪38,500元。 (三)報名截止前繳交下列英語證照之一者: 1.相當於全民英檢中級以上英語檢定證明或多益550分以上,月薪晉薪500元。 2.相當於全民英檢中高級以上英語檢定證明或多益785分以上,月薪晉薪1,000元。 四、考核方式:試用期6個月,期滿前應同時具備信託業務人員以及金融市場常識與職業 道德證照(須於試用期滿時仍在有效期間內),未具備者不予通過試用。
09/30
台北市信義區3年以上大學
Shape your Career with Citi Citi’s Operations and Technology (O&T) enables Citi to achieve its day-to-day operational and long-term growth goals, enabling execution of Citi’s strategy by providing services, technical solutions and infrastructure across the bank. We’re currently looking for a high caliber professional to join our team as Officer, KYC Operations Analyst, Taiwan (Internal Job Title: KYC Operations Analyst 2 - C10) 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. The KYC Operations Analyst 2 is an intermediate-level position responsible for Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role is to develop and manage a dedicated internal KYC (Know Your Client) program at Citi. Responsibilities: Conduct client profile reviews for customer accounts Review all information and documentation ensuring compliance with local regulation and Citi standards Update KYC forms and client profiles according to policy requirements Follow up with clients to ensure information is received before due dates Perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process, assisting with the development and execution of action planning for expiring records, and ensuring records are not past due 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.
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09/25
台北市南港區經歷不拘大學
【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 HSBC Corporate and Institutional Banking (CIB) is a markets-led, financing-focused business that provides investment and financial solutions. Within CIB, Securities Services provides robust and reliable solutions that help clients mitigate risk and enhance their business performance. Working with institutional investors, banks, insurance companies, governments, and multinational corporations, this team covers fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services. People responsibility: N Report to: VP Fund Service Fund Administration Job content: -To review and authorize the operating procedures for fund accounting, valuation, investment compliance monitoring, and report generation to clients (SITEs) and local authorities. -Assess existing system and processes to identify system enhancement needs and work with MIS manager to improve efficiency and services. -Allocate work and supervise staff to produce quality work. -Help Manager FA to train and coach the FA team members to achieve their goals and objectives for each year. -Also be responsible for handling customer enquiries on fund administration, regulations and market practices. - 基金與全權委託帳戶淨值與會計帳務處理、定期申報作業之相關事項及其他例行性作業 - 有效率且正確的完成基金會計、基金評價與投資限制控管相關事項 - 學習及處理各項有價證券、外匯及衍生性金融商品之評價 - 協助基金會計作業流程規劃、系統測試,提升服務品質和效率 - 主動維持良好的客戶服務品質
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09/30
台北市信義區1年以上大學
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we have 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. Citi’s Treasury and Trade Solutions (TTS) provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life. 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 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. In this role, you are expected to: The Cash and Trade Proc Rep 5 is an entry level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The overall objective is to perform moderately complex cash & trade operation tasks, by providing processing assistance for assigned projects. Cheque collection (Inward / Outward) processing. Worldlink cheque and Time Deposit processing. Data input and accounting entry processing. Regulatory Reporting for FCY inward / outward transactions. Follow up pending items and resolve various issues. Handle customer/non-customer on line service inquiries and offline investigation. Follow procedures and controls required . Provide feedback on project related activities. Conduct UAT/PROD testing if required. Support management for administrative functions.
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09/29
台北市中山區2年以上大學以上
Responsibilities - Develop and launch projects for the bank's deposit and secured loan offerings within the Consumer Banking segment - Analyze market trends, customer needs, and competitive landscape to identify opportunities for project planning and execution. - Collaborate with cross-functional teams, including marketing, operations, and technology, to ensure seamless project delivery and customer experience - Engage with stakeholders, including senior management, to present project development, insights and execution. - Ensure compliance with regulatory requirements and internal policies for deposit and secured loan products Requirements - Bachelor's degree in Finance, Business, or a related field - Minimum 2 years of experience in product or project management, with a focus on deposit or secured loan products - Strong analytical and problem-solving skills, with the ability to interpret data and derive actionable insights - Excellent communication and presentation skills, with the ability to effectively collaborate with cross-functional teams - Familiarity with the banking industry and regulatory environment - Proficiency in using data analysis tools and techniques
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09/25
台北市內湖區3年以上大學
[Responsibilities] 1. 特定金錢信託投資境內外有價證券後台作業:國內外基金、股票、債券等金融商品下單、回報分配、金流帳務、權息等事件處理。 2. 信託專戶收支管理、帳務作業、信託會計、收費及稅務處理等信託相關事務 3. 商品上架、行銷活動設定等業務推展配合事項 4. 對外主管機關申報作業 5. 信託作業手冊修訂 6. 作業相關專案之規劃與執行及系統相關測試
應徵
09/30
台北市內湖區3年以上大學以上
1.分析交易數據/交易行為模式,識別異常模式與潛在詐欺行為。 2.偕同IT部門規劃/執行防制詐欺機制。 3.跨部門協作調查可疑案件,提供技術性證據分析。 4.公文簽辦、召開會議
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09/30
東哥遊艇_東哥企業股份有限公司船舶及其零件製造修配業
高雄市前鎮區10年以上大學以上
1. 國際投資與資本運作 • 規劃與主導海外併購、設廠、投資專案之評估、財務模型、估值、融資與盡職調查。 • 執行國際資本市場操作(如 GDR、海外債券/票據等)。 2. 資金策略與融資結構 • 制定短中長期資金規劃,優化資本成本與融資結構。 • 管理資金調度與現金流,確保流動性與財務穩健。 3. 財務報表與決策支援 • 協助合併財報與子公司財報編製與審核。 • 進行財務預測、預算控制與差異分析,提供決策建議。 4. 風險管理與法規遵循 • 管控外匯、利率、信用、稅務等財務風險。 • 確保財務運作符合 IFRS、當地 GAAP 及跨國稅務法規。 5. 流程優化與系統建設 • 推動財務流程標準化、數位化與自動化。 • 強化內控制度與審計能力,提升財務部門效率。
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10/01
台北市內湖區5年以上大學
【About DBS】 星展銀行總部位於新加坡,是亞洲最大的金融集團之一。 2023 年購入台灣花旗消費金融業務後,星展即成為台灣最大外商銀行。目前已蟬聯五年「世界最佳銀行」的獎項,以及「全球最佳數碼銀行獎 」,打破傳統金融銀行的框架,持續發展數位創新,集團文化也鼓勵員工個人發展,提供豐富的資源和福利。 目前我們正在召集一群優秀的 Taiwan Tech Talents,與我們一起成為 Best Bank for a Better World! 【您可能會想知道】 - 入職即享年假最低 14 天+1 天 Birthday Holiday (未滿一年按比例計算) - 到職即享萬元的彈性補助金,可用於家族旅遊或多項生活津貼 - 完整教育訓練及線上學習資源 - 此職位為後勤單位處理交割作業與支援相關專案 【職位內容】 1. Processes Corporate Settlement. 處理公司結算。 2. Manage Settlement of GFM products, reporting and risk management with a proven track record of automating processes and implementing quality improvements. 管理全球金融市場(GFM)遠期外匯及衍生性金融產品的結算、報告和風險管理,並在流程自動化和實施品質改進方面擁有良好記錄。 3. Expertize in reviewing FX supporting documents. 擅長審核外匯(FX)證明文件。 4. Ensures completeness and accurateness of daily operations. 確保日常營運的完整性和準確性。 5. Support supervisors to identify key issues and self-develop MIS analytics at ad-hoc base. 支援主管識別關鍵問題,並自主開發即時管理資訊系統(MIS)分析。 6. Reconciliation between in-house system and counterparties, GL and Nostro. 執行內部系統與交易對手、總帳(GL)和代理行帳戶(Nostro)之間的核對。 7. Support country automation initiatives and drive progress with stakeholders. 支援自動化作業流程優化,並與相關單位合作推動進度。
應徵
09/30
台北市松山區5年以上大學以上
Liaise with Relationship Manager to promote trade product to customers by offering suitable solutions, providing trade implementation and responding to customer’s trade enquiries. •Support the delivery of trade product services to customers to meet the branch revenue targets by understanding customers’ business requirements and recommending suitable products. •Acts as primary contact during implementation of trade finance services among the organization, clients, their customers, suppliers and counterparties. •Organizes all internal and external activities covering documentary credits, export finance, factoring, forfeiting, import finance and shipping guarantees to ensure a timely and smooth implementation process. •Documents changes to policies and procedures that arise during the client onboarding process to improve the customer’s experience and organization’s operations and addresses local regulatory requirements. •Partners with Business Developers and Relationship Managers to provide guidance and expertise to the client regarding the completion and negotiation of product agreements and usage of the organization’s products and services. •Carries out all middle and back-office operation activities to ensure the timely, accurate and efficient processing of trade finance services. •Monitors processing of trade finance transactions relating to documentary collections, documentary credits, export finance, factoring, forfeiting, import finance and shipping guarantees. Also ensures client reporting is conducted effectively to monitor trade business. •Support and respond to customers for their daily queries on matters including but not limited to trade products. •Maintain relationship with customers to increase product utilization and proactively provide solutions to meet customer’s needs. •Deliver a high quality of service to internal and external customers.
應徵
09/30
台北市內湖區3年以上大學以上
【About DBS】 星展銀行總部位於新加坡,是亞洲最大的金融集團之一。 2023 年購入台灣花旗消費金融業務後,星展即成為台灣最大外商銀行。目前已蟬聯五年「世界最佳銀行」的獎項,以及「全球最佳數碼銀行獎 」,打破傳統金融銀行的框架,持續發展數位創新,集團文化也鼓勵員工個人發展,提供豐富的資源和福利。 目前我們正在召集一群優秀的 Taiwan Tech Talents,與我們一起成為 Best Bank for a Better World! 【您可能會想知道】 • 入職即享年假最低 14 天+1 天 Birthday Holiday (未滿一年按比例計算) • 到職即享萬元的彈性補助金,可用於家族旅遊或多項生活津貼 • 完整培訓和新人訓練 【工作內容】 1. Perform the order placement verification for daily transaction include Subscription / Redemption / Switch 執行日常交易的下單驗證,包括申購/贖回/轉換。 2. Perform reconciliation and distribution processes for Trust product corporate actions such as dividends, mergers, and liquidations 執行信託產品公司行動(例如股息、合併和清算)的核對和分配流程。 3. Perform settlement processes verification with the upstream, including onshore and offshore settlements 與上游執行結算流程驗證,包括境內和境外結算。 4. Perform Corporation event handling including merge/split/liquidation etc. 執行公司事件處理,包括合併/分拆/清算等。 5. Prepare regulatory reporting data of FSC/TA/CBC reporting. 準備金融監督管理委員會(FSC)/信託公會(TA)/中央銀行(CBC)報告的監管報告數據。 6. Verify daily accounting entries 驗證日
應徵
09/30
台北市內湖區5年以上大學以上
我們正在尋找的夥伴:能以數據為基礎解決風控問題,用策略創造成果。熟悉SQL、Python,並能與產品、法務等跨部門緊密合作解決問題。我們欣賞具備創業思維的人,主動尋找突破口、整合資源,將降低損失率為目標,績效視為責任。 如果您具備以上特質,歡迎加入我們,一起打造更有韌性的團隊! 1. 交易風控場景落地(核心指標:券套利損失率) - 針對平台活動場景(限時團購、優惠買單等),建立風險識別模型(防刷單、套利行為、惡意退單),設定異常分數阈值,觸發防範措施(例:限流或人工審核),保障商家與用戶權益。 - 監控異常交易數據(如短時間高頻下單、同一設備多帳號行為),動態調整風控規則(如觸發人工審核或限制參與資格)。 - 定期產出主要或新興套利手法,輸出策略包並更新黑名單;持續降低損失率 - 配合商家拓展業務團隊所需的其他商家管理風控策略設計和執行落地 2. 商家資質檢核(核心指標: 假店家比率、誤攔率) - 營業許可、商家執照、衛生許可審核,店家資訊、描述、圖片、影片等各種內容類型的真實性、完備性、內容品質。 - 隨機抽查商家實際經營狀況,拍照取證 - 設計商家或用戶自提資訊審核制度(機器預審、KYC,人審抽檢與週期抽查)、沙盒灰度上架。 - 設計並協作搭建商家資訊正確率看板,即時監控沙盒數量、假店家比例、誤攔率。持續優化審核策略。
應徵
09/22
台北市信義區經歷不拘大學
【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 HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise, and local knowledge, our Banking teams connect clients to the products and services that meet their international financial needs. People responsibility: N Report to: Senior Corporate Banking Manager Team Head Role Purpose This role assists relationship managers (RMs) in building relationships by identifying and meeting existing and prospective customer needs. This role is responsible for identifying product and service opportunities, carrying out customer research, financial and credit analysis and helping RMs prepare for customer meetings. Other fundamental parts of the role include co-ordination of credit applications or renewals and risk escalation management. In the absence of the RM, this role will act as the focal point for the relationship, products and services. Job Contents 1. To provide in-house support to RMs 2. To support Global/Regional relationships and initiatives 3. To facilitate credit application including the writings of industry analysis/financial analysis/peer comparison/risk mitigations in English 4. To co-work with other business segments/product teams/support functions 5. To safeguard HSBC from potential financial/non-financial loss
應徵
09/30
台北市松山區1年以上大學
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 Markets business provides world-class solutions and an unmatched global presence. We serve corporates, institutional investors and governments from trading floors in almost 80 countries. The strength of our underwriting, sales and trading and distribution capabilities spans asset classes and currencies, providing us with an unmatched ability to meet the needs of our clients. We’re currently looking for a high caliber professional to join our team as Officer, Securities & Derivatives Analyst, Taiwan (Internal Job Title: Securities & Derivatives Analyst 1 - C09) based in Taipei, Taiwan. The Securities & Derivative Analyst 1 is an entry 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 assist in the clearance, settlement and investigation of client securities and derivatives transactions. 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. In this role, you’re expected to: • Perform trade verifications to ensure accuracy of booking requests • Generate and match trade confirmations according to the International Swaps and Derivatives Association (ISDA) templates • Complete settlement tasks and daily rate revaluations accurately and on time • Coordinate transaction processing issues to the appropriate department and collaborate on a solution • Perform regulatory controls, account reconciliations, and record retention activities in accordance with established policies • Prepare and submit periodic internal and external regulatory reports • Participate in the periodic General Ledger (GL) proofing exercises as directed • 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.
應徵
09/30
日本2年以上專科以上
財務相關業務: 日常會計業務(報銷審核、憑證處理、帳務紀錄) 帳單開立與收支管理 協助月結與年結作業 與稅務師、會計師對接,準備財務報告與相關資料 預算管理與資金運作支援 協助薪資計算與相關事務 *薪資以日幣為主
應徵
09/25
台北市信義區經歷不拘專科
Direct Responsibilities: •Training to handle orders and deals for investment products including fixed income and structured products. •Training to respond to enquiry of product information, price quotation and order status. •Assist to prepare product marketing materials and review related product document •Training to conduct portfolio analysis and provide advice for necessary action. •Track product performance and follow up recommended products and propose investment solutions •Familiarize with external regulations and internal guidelines/procedures; ensure trades/products are done in accordance with internal rules and external regulations. •Participate in system enhancement projects Technical and Behavioural Competencies required: 1.Professional knowledge and experience in dealing internal and external clients as well as investment product advising. 2.Professional knowledge of investment products including Fixed Income, structured products, etc. 3.Teamwork spirit and highest standard of integrity in terms of behaviour. Experience and Qualifications required: 1.證券高業執照 2.金融常識與道德 3.信託
應徵
09/30
其他亞洲3年以上大學
(1)執行年度稽核計畫例行審計工作、主管交辦專案; (2)協助審查內部控制自評; (3)需配合出差執行查核; 溫馨提醒:只有經過台達授權的人員才能處理您的個人簡歷,台達也將遵守相關法規與政策,保護您的個人資料。投遞簡歷視同您同意台達收集您的個人資訊 。
應徵
09/09
台北市信義區3年以上學歷不拘
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
應徵
09/25
新北市板橋區1年以上大學
工作內容: 事務費用審核及支付 內部及主管機關報表編製 稅務申報及支付 固定資產入帳及報廢 負責倉儲管理. Process expense claim & disbursement in accordance with local & Head Office regulation and procedure. Create the internal and Regulatory reports in accordance with local regulation and H.O. standard procedure. Perform Taxes payment and annual tax filling timely, in compliance with local regulation. Perform the booking of software and fixed assets. Responsible for Warehouse storage
應徵
09/25
新北市板橋區經歷不拘大學
1. 存款、存匯及定期存款作業 2. 台外幣匯款作業 3. 帳戶維護作業 4. 其他主管交辦事項。 1. Operations for deposit, foreign currency exchange, and fixed-term deposits 2. Operations for domestic and foreign currency remittance 3. Account maintenance operations 4. Other tasks assigned by superiors.
應徵
09/26
台北市大安區經歷不拘大學以上
1. 研究資本適足與資本計提相關監理規定,研擬相關因應專案與措施。 2. 風險性資產之計算、彙整、分析、管理報表建置規劃,風險資訊揭露合規之資料彙整、申報。 3. 研擬整合性風險管理相關專案之推展與管控、金融商品風險管控機制之研擬規劃。
應徵