「主管職 | 消費金融處 -財富管理後勤 Wealth Management Operation Team Lead」的相似工作

職缺說明: 1.臨櫃顧客金融交易服務與專業諮詢，增加顧客滿意度 2.現金收付、票據收受及國內外匯兌等業務 3.金融產品諮詢、行銷及轉介 培訓內容: 新進人員擁有完整的1個月培訓課程、6個月實務學習訓練及分行學長姐指導，從企業文化到團隊建立、銀行實務、財金知識、資訊系統操作等金融專業培訓，讓你成為專業的金融服務人員 104僅供職缺參考，若您對此職缺有興趣，請至本行「玉山菁英甄選網站」投遞履歷，如書審通過，後續將邀請您參加面談。謝謝！ 【網址：https://esnhr.pse.is/394b2n】

LINE Pay 致力於提供安全、便利的支付體驗，讓使用者一指瞬間，輕鬆付款！我們誠摯邀請熱情、有活力且優秀的你加入 LINE Pay 客服團隊，與我們一同推動 FinTech 智慧支付的未來！ 如果你準備好迎接挑戰，並希望在數位支付領域發光發熱，立即加入 LINE Pay 客服團隊 【工作內容】 • 用戶諮詢與支援：透過電話與電子郵件，協助 LINE Pay 用戶解決各類支付與帳戶問題。 • 帳號與安全管理：處理帳號註冊、認證、密碼重設等相關問題，確保交易安全。 • 交易與回饋機制：解答用戶關於申請、開卡、綁定、交易、點數回饋等問題，提升支付體驗。 • 活動與優惠支援：提供 LINE Pay 最新活動資訊，協助用戶掌握各種優惠方案。 • 技術與障礙排除：處理交易異常、帳務問題，提供適切的解決方案。 • 商店合作諮詢：提供商店收款與行銷推廣資訊，支援合作夥伴使用 LINE Pay。 • 精準溝通與問題解決：透過清晰、流暢的口語與文字應對，確保優質的客戶服務體驗。 【我們正在尋找這樣的你！】 • 無經驗可，想要在數位支付領域發光發熱，我們提供完整第一品牌行動金融產品服務教育訓練。 • 曾從事「金流」或「金融」相關產業者佳，對數位支付領域有基本概念。 • 高度服務熱誠，親切有耐心，能以同理心協助用戶解決問題。 • 反應靈敏、抗壓性強，能在高效環境中處理多項案件。 • 主動積極，配合度高，善思考與分析，能細心謹慎地處理各類案件。 • 良好溝通與應對能力，能透過電話與信件提供清楚且有效的客戶支援。 • 中文打字速度每分鐘 40 字以上，確保客服回應的效率與準確度。 【工作時間】 採排班制，可選擇固定早班或晚班，讓你的工作更具彈性！ 早班：09:00 AM - 18:00 PM 【待遇、額外獎金及津貼福利】 ✅工作待遇 ：34,000~35,000 (津貼及績效獎金另計 ) ✅ 績效獎金：依照服務品質評分等綜合評量, 月獎金 $0-$7000 元, 平均約$3000 元 ✅ 其他津貼 ：協助輪值晚班享有晚班津貼 【福利相關類】 - 三節禮金 - 員工健康檢查，不定期舉辦健康諮詢課程 - 社團經費補助，年度員工旅遊、壽星生日禮 - 結婚禮金、生育禮金、喪葬補助 - 員工優惠購物、員工餐廳休閒區 - 公司零食櫃、及不定期公司下午茶

我們提供穩定的職業發展機會，歡迎有興趣的應徵者加入我們的團隊。 工作職掌說明 1. 承接集團美妝保養產品電話/文字諮詢服務 2. 處理門市以及會員關懷/活動推廣服務 3. 其他主管交辦事項 ◆具備服務熱忱，良好的溝通表達能力，具問題處理能力且抗壓者 ◆具備基礎電腦運用，中文打字每分鐘40字以上 我們能給你的： • 完整的教育訓練 • 明確的流程與制度 • 友善團隊彼此支援、一起成長 ★網訊20年以上企業，履獲幸福企業獎項，發展穩定! 【歡迎加入官方LINE@帳號：@082uvzel，進一步了解工作內容喔！】

擅長文件與事務處理，並希望在穩定職場中活用日語能力的您，歡迎加入Y’s團隊！ ◎工作內容◎ 1. 人事相關業務（協助招募流程、辦理入職與離職手續、製作與管理外籍員工相關申請文件等） 2. 總務相關業務（辦公用品管理、公司內部設備維護、接待訪客與電話應對、合約管理、健康檢查安排等） 3. 跨部門業務支援 4. 其他主管交辦事項 ◎期望人才◎ ・做事細心，擅長時間管理與掌握工作流程 ・日語流利，能與日本籍主管溝通（JLPT N2以上） ・熟悉基本電腦操作與Office軟體（有行政經驗者佳） ◎我們提供◎ ・職涯稳定發展的機會 ・實際活用日文的工作環境 ※進公司第一年，每三個月依考核有一次調薪機會 ※每個月一次全社會議，磨練企劃及經營能力（另給津貼3000元） ＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝ 書類作成や事務処理に自信があり、日本語スキルを活かして安定した職場で働きたい方、ワイズでその力を発揮しませんか？ ◎仕事内容◎ 1. 人事作業（採用プロセスのサポート、入退社手続き、外国人就労書類の関連書類の作成・管理など） 2. 総務作業（備品管理、社内設備の管理、来客・電話対応、契約管理、健康診断管理など） 3. 部門間サポート業務 4. その他上司からの指示事項 ◎求める人物像◎ ・几帳面で、時間管理や業務の流れの把握が得意な方 ・日本語が堪能で、日本人上司とのコミュニケーションが可能な方（JLPT N2以上） ・基本的なパソコン操作やOfficeソフトの使用が可能な方（事務経験者歓迎） ◎弊社が提供する環境◎ ・安定したキャリアパスの機会 ・日本語を実際に活かせる職場環境 ※入社1年目は3ヶ月ごとに昇給チャンスあり ※月に一度の全社会議で、企画力や経営能力も磨けます（別途手当3,000元支給）

這個職位是課程與營隊的「大管家」，你的工作將會是確保每場活動的順利進行。如果你對數字有敏銳度，做事細心、耐心，並能獨立處理多項事務，我們需要的就是你。你將直接參與課程與營隊的營運核心，從前期籌備到活動結束，你的貢獻將是團隊成功的關鍵。 【營隊與課程行政執行】 ＞資料管理：處理課程報名與營隊報名資料，包含報價、退款、請假、加報等。 ＞物資與器材管理：負責營隊物資箱的統整、採購與寄送，並管理所有相關器材的訂購、驗收與庫存。 ＞後勤協調：協助處理教練排班、營隊便當下訂、接駁車次安排等細節，確保所有後勤支援到位。 【數字管理】 ＞費用結算：負責營隊各項支出（如接駁、便當、物料、保險等）的金額紀錄與收據整理，並進行最終費用結算。 ＞保險與合約：處理學員保險事務，包含保單核對、理賠協助與廠商對帳。 【跨部門溝通與協作】 ＞家長溝通：擔任家長與公司間的溝通橋樑，處理接駁與活動相關事宜。 ＞內部協作：與教練、隊輔、其他部門緊密合作，確保營運流程順暢。

【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。

【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

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.

【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 Group Chief Operating Office is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. Group Chief Operating Office combines global expertise and technology to help keep us ahead of the competition. · People responsibility: N · Report to: Banking Operations Manager · Job Content: 1. Undertake / provide trust accounting (opening, servicing, closing) activities for WPB customers. 2. Control/ manage and ensure transactions quality assurance. 3. Perform productive and value added services. 4.Process the daily operation in the corporate security section and ensure that all security documents required from Wholesales customers are perfect and kept in good order to provide optimum security for the Bank. 5.To maintain HSBC internal and external standard, including timely implementation of internal & external audit points together with any issues raised by external regulators & Group Compliance Policy, to be aware of the Operational Risk (People, Process, System and external Event), and to ensure that all actions during the employment with HSBC take account of the likelihood of operational risk occurring.

IP&A部門正在尋找一位具備熱情與實力的 Business Management Support 夥伴，與我們一同打造高效、順暢的理財交易體驗！ 工作內容涵蓋瞬息萬變的市場交易需求，讓您隨時洞悉市場動態，精準的報價、快速的詢價回應，確保每筆交易都完美達成；同時也能透過日常營運 (BAU) 作業，包含作業流程優化與文件審查等，穩固業務基石，是驅動業務運轉的關鍵力量。 我們誠摯歡迎擁有分行理財服務或 Wealth Management Operation經驗的人才，加入我們的團隊！ We're seeking passionate and skilled Business Management Support Specialist for our Investment Products & Advisory Department to build an efficient, seamless wealth management transaction experience with us. Your role will involve navigating dynamic market demands, delivering precise quotes and rapid inquiry responses, to ensure flawless execution. You'll also fortify our operations through essential BAU tasks, acting as a pivotal driver of our business. We eagerly welcome individuals with experience in Branch Financial Services or Wealth Management Operations to become a key part of our team! Job Responsibilities: 1. Ensure efficiency, timeliness, completeness, and accuracy of daily operations. 2. Control and manage time effectively and support teamwork. 3. Collaborate with Project Manager to support and enhance procedures for joint targets, such as new initiative projects and campaigns. 4. Support the Product team in monitoring risks, corporate action events, launches, and promotions, and ensure timely compliance with local and regional guidelines. 5. Maintain and provide analysis reports, regulatory reports, and customer advice. 6. Adhere to all relevant external regulatory and internal compliance requirement.

This vacancy is open for talent pool collection. We will contact you if we have proper vacancies that fit with your profile. Job Mission Represent manufacturing and act as gatekeeper from manufacturing to D&E function Add value in overall manufacturing processes such as forming, machining, joining, and assembling Job Description Contribute to the solution of faults and takes the necessary initiatives and practical decisions to ensure zero repeat Identify gaps and drive assigned process improvement projects and successful delivery Initiate and drive new procedure changes and projects Develop and maintain networks across several functional stakeholders Prioritize works and projects based on business situation Transfer knowledge and train colleagues on existing and newly introduced products Education Master degree in technical domain (e.g. electrical engineering, mechanical engineering, mechatronics) Experience 3-5 years working experience in design engineering Personal skills Show responsibility for the result of work Show proactive attitude and willing to take initiative Drive for continuous improvement Able to think outside of standard processes Able to work independently Able to co-work with different functional stakeholders Able to demonstrate leadership skills Able to work in a multi-disciplinary team within a high tech(proto) environment Able to think and act within general policies across department levels 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.

【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! 【工作內容】 - 負責債券申購與贖回等交易作業。 - 與保管銀行及券商進行交割對帳作業。 - 辦理債券票息與到期本金等款項作業。 - 處理債券之公司行號事件（如現金增資、發放股利、債息等）作業流程。 - 協助彙整及準備主管機關規定之報表數據。 - 投資商品相關之帳務入帳處理。 - 與相關部門協作推動專案執行（如產品單位、資訊部、分行等）。 - 協助系統升級與問題修正之使用者測試（UAT）。 - 執行測試作業，包括資料驗證與結果確認。 ----- 【Key Responsibilities】 • Manage end-to-end bond trade settlement (subscriptions, redemptions) and reconciliation with custodians/brokers. • Supervise corporate action processing and bond coupon/maturity payments. • Ensure accurate FATCA and regulatory reporting data preparation. • Oversee investment product GL entry booking. • Collaborate with stakeholders on projects and system enhancements. • Drive and support UAT for system upgrades and bug fixes, including data verification. • Identify and implement operational process improvements and ensure strong internal controls.

★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.

[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

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. Job Summary: The Head of Fund Services is responsible for leading and managing the fund administration function, ensuring the accurate and timely delivery of fund accounting, investor reporting, regulatory compliance, and operational support. This role plays a critical part in maintaining strong client relationships, driving operational excellence, and adhering to industry best practices and regulatory standards. You Role: Provide strategic leadership and oversight of all Fund Services operations, ensuring alignment with organizational goals and regulatory requirements. Set and drive the execution of departmental goals, policies, and procedures to enhance operational efficiency. Lead and mentor the team to foster a high-performance culture. Ensure the delivery of exceptional client service standards, overseeing the resolution of complex inquiries and escalations. Maintain strong internal controls for risk management and regulatory compliance. Ensure compliance with AML policies and procedures. Oversee vendor performance and manage relationships. Collaborate with internal stakeholders and external service providers to optimize workflows. Monitor key performance indicators (KPIs) and enhance process for better service delivery. Lead and contribute to strategic initiatives and transformation projects, including system upgrades, regulatory changes, and business expansion efforts. The Experience You Bring: : 10+ years of experience in fund administration, client services in STIE, SICE, securities or bank industry, with at least 5 years in a senior leadership role. Deep understanding of fund structures, accounting principles, regulatory frameworks and AML controls. Proven track record of managing large teams and complex operations. Strong client-facing and communication skills. Skills / Other Personal Attributes Required: Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Strategic thinking and leadership capabilities Excellent people management and mentoring skills Strong communication and coordination abilities Proficient in written and spoken English. Analytical & Problem-Solving Skills SITE/SICE licenses required CPA/CFA preferred Our benefit policy includes but not limited to: 21 days of Annual Leave Hybrid work schedule 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

你是否已在銀行櫃台歷練出豐富的客戶服務經驗，希望尋求更具挑戰的職涯發展？我們的投資產品與顧問部門（IP&A）正在尋找一位富有熱情與專業的 Business Management Support 夥伴，讓我們一起創造高效、流暢的理財交易體驗！ 為何加入我們？ 在這裡，您將面對瞬息萬變的市場需求，提供精準的報價和快速的詢價回應，確保每筆交易的順利進行。您不僅能夠提升自身專業技能，還能參與到日常營運的優化流程中，穩固我們的業務根基，成為業務運作的關鍵推動力。 我們誠摯地歡迎擁有分行櫃員、理財服務台人員、或財富管理作業經驗的人才加入我們的團隊，共同推進業務的蓬勃發展！ 主要工作內容： ● 確保日常運作的效率、準時性、完整性及準確性。 ● 有效管理時間，支持團隊合作。 ● 與專案經理合作，支持並優化共同目標的作業程序，例如新提案專案及促銷活動。 ● 支持產品團隊監控風險、公司行動事件及促銷，確保及時遵守當地及區域指引。 ● 維持並提供分析報告、法規報告及客戶建議。 ● 遵守所有相關的外部法規及內部合規要求。 我們期待的條件： ● 具備銀行運作或財富管理領域的工作經驗。 ● 英文溝通能力中等程度，具備口語及書寫能力。 ● 優秀的溝通能力及抗壓能力。 ● 獨立主動，積極正面的工作態度。 ● 注重細節。 ● 具備 Excel、檔案組織及數據分析能力。 ● 具備以下證照者尤佳： - 金融常識與職業道德 - 信託業務人員 - 衍生性金融商品銷售人員 如果您具有銀行櫃員的寶貴經驗，並想要在一個充滿活力的環境中發揮所長，我們熱切期待您的加入！立即申請，與我們一起成為推動金融服務創新的重要一員！

✨歡迎二度就業者✨具交易後台作業者佳 【工作內容】 1. 投資型商品連結標的下單/交割。 2. 投資型商品連結標的配息作業。 3. 投資型商品連結標的相關系統測試資料整合支援。 4. 投資型商品結標的基本資料日常維護作業。 5. 投資型商品連結類全委帳戶每月檢核資料彙整。 6. 執行主管交辦其他工作。 【工作資訊】 1.商學院背景 2.具備相關經驗者優先，需獨立作業 3.期滿獎金1個月 ▲【應徵方式】可Mail 個人履歷至 [email protected]

工作內容 1. 負責法人金融產品與服務之行銷推廣，拓展業務機會 2. 撰寫授信報告，執行貸款徵信作業及擔保品鑑估 3. 管理授信額度，執行貸後追蹤與風險控管 4. 維繫並深化與法人客戶之業務關係 5. 完成主管交辦之其他相關業務 1. Responsible for marketing and promoting corporate banking products and services to expand business opportunities 2. Prepare credit proposals, conduct credit investigations, and perform collateral valuation 3. Manage credit limits and perform post-lending monitoring to ensure compliance and risk control 4. Maintain and strengthen relationships with corporate clients 5. Carry out other tasks assigned by supervisors.

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

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

✨ 想踏入金融理財領域，成為專業財富管理顧問嗎？ 我們提供完整培訓、專業團隊支援，以及穩定且優質的客戶資源，幫助您快速累積經驗，打造個人的專業競爭力！ 【工作內容】 1.客戶財務分析與規劃：了解客戶需求，並提供專業理財建議 2.金融商品行銷與銷售：推廣多元金融商品並清楚說明產品內容與相關風險 3.客戶關係經營與維護：建立長期合作關係 4.陌生開發與拓展客源：透過電話開發積極拓展業務與人脈 【職缺特色】 ✔專業團隊支援：提供專業後勤資源，從產品規劃、輔銷工具到作業支援，讓您專注於客戶經營 ✔優質客戶資源：每日穩定來客量與高轉介機會，幫助您快速累積業績與經驗 ✔持續學習與成長：提供完整教育訓練（金融商品、銷售技巧、專業證照），另有多元學習課程，助您不斷精進 【我們期待的您】 ✔具備良好溝通表達與傾聽能力，喜歡與人互動 ✔具挑戰精神與目標導向，樂於追求績效成就 ✔對金融投資、資產管理有高度興趣，並願意持續進修 ✔至少具備一種金融證照(如：人身保險、產險、投資型保險、外幣收付、信託等) 【工作資訊】 ✔週休二日、見紅就休 ✔月薪保障：NT$40,000起 ✔地點：北北基地區、桃園、新竹、台南 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【另有多項金融業職缺 歡迎私訊｜Line】: @835dkchm(記得加@唷)B

負責基金開戶及交易相關作業、洗錢防制相關作業、法令遵循及查核相關之內部管理、業績報表及流程控管作業、以及業務營運各項業務支援。

【Responsibilities】 • 規劃與優化消費金融產品（含財富管理、房貸、信用卡、信貸等）的銷售獎酬制度。 • 設計並執行符合業務策略且具治理架構的獎勵方案。 • 與業務單位合作，支持業務成長並強化前線銷售團隊的溝通。 • 整合與分析營運數據，提供洞察與建議給管理階層作決策參考。 • 確保月度及季度獎勵制度的準確執行與即時發放。 • 持續追蹤與檢視業務績效表現，提出改善方向。 • 跨部門與跨區域合作，確保目標一致與流程順暢。 • 參與相關整合與轉型專案，提升獎酬制度管理效能。 【Requirements】 • 大學以上學歷。 • 具備 3 年以上消費金融相關經驗，若有銷售獎酬制度、財務規劃或績效管理相關背景尤佳。 • 具備策略思維與規劃能力，並能以數據驅動決策。 • 優秀的分析、數字敏感度與問題解決能力。 • 良好的人際溝通與簡報表達技巧。 • 熟悉 MS Office（精通 Excel 與 PowerPoint；若具 Access、SAS 經驗更佳）。 • 抗壓性高、細心負責，並具團隊合作精神。 • 熟悉消費金融產品及銷售流程。 • 具備良好的中英文溝通能力（含口說與書寫）。 【Salary & Benefits】 • 享銀行正職福利 • 薪資依經驗可議 • 年假 14 天起 + 生日假 + 志工假 • 年度績效考核獎金 • 年度員工福利津貼 • 員工認股計畫及外幣換匯優惠等 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

✨全球知名外商銀行，長期穩定發展首選✨ ✨無須協銷，無業績壓力❗ 【Responsibilities】 • 徵審作業包含交易清算、還款、帳單處理、特店付款作業及會計帳務處理 • 申請審核作業 (如收入文件審核計算、授信規定檢核、客戶盡職審查、電話照會) • 協助內部系統測試專案 【Other Details】 • 大學以上畢業 • 商管相關科系、具備基本金融知識者優先 • 有相關工作經驗者優先錄取 • 薪資新鮮人43K起，依經驗可議 • 年假 14 天起，另享銀行正職同仁所有福利 • 績效獎金、入職即享彈性福利金 ✨限量正職工作機會，履歷採先到先審制，額滿為止❗ ✨專業顧問協助履歷諮詢推薦、面試準備 ----------------------------------------------------------------------- ▲【歡迎寄送履歷至信箱】: [email protected] ▲【另有多項金融業職缺 歡迎私訊｜Line】: @502gnqjz (記得加@唷)

1.產品行政相關流程與庶務。 2.專案活動溝通與追蹤。 3.海外交易對手聯繫溝通與合約管理。 4.基金行政協助。 5.其他主管交辦事項。