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4/29 AVP, Treasures Private Client Relationship Manager

  • 香港特別行政區
  • 5年以上
  • 大學

星展私人銀行致力於為客戶提供一站式全方位銀行業務,並提供最高水準的個人化銀行服務。我們擁有一支專業、經驗豐富的投資顧問團隊,他們能夠在各種資產類別中發掘投資機遇,並採用最佳策略和產品工具來滿足每位客戶的需求。結合星展銀行網絡及與全球機構的合作夥伴關係,我們致力於透過提供高品質、及時和全面的財富管理、投資和金融解決方案,與亞洲地區的私人銀行客戶建立長期關係。 星展私人銀行專門幫客戶管理在香港和新加坡的財富,目標客戶群是銀行資產餘額在2,500萬港幣以上的高淨值人群。客戶經理負責透過向客戶推廣全方位的財富管理產品和服務來推動星展私人客戶業務,績效考評內容包括銷售、服務、客戶成長及客戶維持。 職責 • 透過財務需求分析、規劃確定客戶需求,並透過全方位的銀行和財富管理產品提供適當的解決方案。 • 根據客戶的個人情況提供適當的財富管理產品及服務,並向客戶提示及解釋產品及其相關風險(如有)。 • 定期與客戶保持聯繫,建立和深化客戶關係,減少客戶流失。 • 向客戶提供最新的產品、市場資訊及其帳戶狀況,提高利用率和產品滲透率,並透過投資組合審查和交叉銷售增加客戶的資產規模。 • 解答客戶對財富管理,包括投資和理財產品需求的諮詢。 • 最大化客戶資產和來自資產管理的收入。

待遇面議 外商公司
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0~5人應徵

4/29 Treasures Relationship Manager, CBG & WM (International Banking)

  • 香港特別行政區
  • 3年以上
  • 大學

1. Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections 2. Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience 3. Collaborate with experience product specialists in offering professional advice to meet the customers' investment goals and needs 4. Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions

待遇面議 外商公司
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0~5人應徵

呃拍謝,搜尋結果好像很少

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4/29 投資顧問 Specialist_Investment/Treasury Product (北區/中區/南區)

  • 台北市信義區
  • 5年以上
  • 大學

1. Provide advisory services on treasury products to Treasures clients to achieve clients and financial objectives. 2. Coach, train and lead sales team (BMs and TRMs) to promote FX/DCI, fulfilling internal and external regulatory requirement. 3. Lead and support sales team to deliver the set revenue target and grow FX/DCI AUM. 4. Perform joint sales call / appointment with RMs when required 5. Drive and grow the FX/DCI business through an effective sales management model. 6. Attend all relevant training/briefings and assist in treasury product development by providing feedback on clients; preferences and needs as well as contributing ideas on how products can be better packaged and retailed to clients.

待遇面議 外商公司
0~5人應徵

4/26 Officer, Relationship Associate, Citi Commercial Banking , Hybrid 商業金融事業群

  • 台北市信義區
  • 2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 We’re currently looking for a high caliber professional to join our team as Relationship Associate - Hybrid 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 Relationship Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Provide day-to-day client servicing, handle and provide timely resolution to client issues. Validates client data and documentation in relevant systems. Takes the lead to coordinate and follow-up across internal departments to solve client needs. Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement. Analyzes client data and provides reporting as needed. 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.

11~30人應徵

4/11 證券分析師

  • 台北市松山區
  • 經歷不拘
  • 專科

證劵分析師年薪可挑戰年薪1000萬以上,全依你的能力、潛力及相關專業經驗,讓財富自由夢想瑞源投顧實現,瑞源投顧以高薪徵求證劵分析師! 1.為客戶提供金融商品投資操作與建議、研究報告及傳真稿之撰寫。 2.必須具備證券分析師執照。 3.舉辦證券投資與理財諮詢相關講座,執行主管的交辦事項。 4.有證券相關工作及媒體行銷解盤經驗者佳,無經驗願接受培訓者亦可。本公司擁有完整業務團隊及制度,歡迎正派經營、有衝勁、有自信及毅力,口才流利,想成為市場千萬名師者加入。 5.保障基本底薪+獎金 6.本公司享勞健保。 7. 順暢的升遷管道。

0~5人應徵

4/30 Assistant Vice President, Financial Institutional FX Sales, Markets

  • 台北市信義區
  • 2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 We’re currently looking for a high caliber professional to join our team as Assistant Vice President, Financial Institutional FX Sales, Markets Resident 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. Citi FX is a leading provider of Foreign Exchange products. We serve various type of clients across the globe and provide foreign exchange solutions to them. FX Sales teams and ensure we have the right conversations with our clients and present them with the value-added advice, product and services for their specific needs. The Financial Institutional FX Sales drives the execution of the key FX Sales business strategic priorities in alignment with the strategic plan and assuring the highest standards set forth by the Global FX Sales business. The Sales works closely with the Local Markets Head, FX Sales Cluster head, Digital FX Solutions and Risk Management Solutions teams to build and develop a strong platinum service. The role's main responsibilities are to foster revenue growth and increase wallet share. The FX Salesperson evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. The role requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Excellent communication skills are required. Work and performance of all teams in the area are directly affected by the performance of the individual. Ensure that client communications and sales standards adhere strictly to Citi’s, and more specifically FX’s conduct expectations, policies, and procedures. Responsibility: ·Financial Instructional FX sales role to cover Banks, Lifer, Asset Management, Security House, fund houses, and foreign investors. Handle daily FX execution on dialy bais. ·Assisting the needs of clients and provide market color, research report, prices, and other relevant market information on daily basis. Able to deliver market development and provide consolidated analysis internally and to external client on needed basis. ·Initiation of looking for new revenue source and to builds new client relationship. ·Ownership of cross function project and coordinate with Trading/ Bankers/ Back office/ Relevant partners on ad-hoc initiatives for both onshore and offshore. ·Regular client event/ seminar arrangement. ·Fluent grasp in written and spoken English to cover foreign investor regular FX need. ·Highly driven and demonstrate willingness to learn. Ability to multi task and work under pressure ·Basic knowledge of FX products. basic structure/derivative product knowledge is a plus. ·Always positive thinking, aggress and good team player with Ethical and honest the must.

11~30人應徵

5/02 【Global Family Office 外商家族辦公室】私人銀行端高資產客戶 保險理財顧問 薪資可議

  • 台北市大安區
  • 3年以上
  • 大學

我們正在尋找一位具有卓越專業技能的保險理財顧問,以配合家族辦公室的團隊。此職位需要為私人銀行端高資產客戶提供量身定制的財務解決方案,特別是在保險和稅務諮詢。您將與Private Banker合作,協助客戶的長期財務目標實現。薪資可議,Salary range: base on current base salary and increase 25-30% 職責: - 提供私人銀行端高資產客戶的財務規劃,根據客戶需求和目標制定度身定制的解決方案。 - 協助投資專業人士與高資產客戶之間的穩固關係,以滿足其財務需求。 - 準備財務計劃並檢查其準確性 - 提供量身定制的保險產品和稅務規劃,滿足客戶的需求和目標。 - 與Private Banker一起合作,提供給客戶更全面的財務服務。 資格: - 大學以上畢業,具財務/金融/保險相關科系尤佳。 - 對投資、財富業務和保險產品有深入的理解。 - 擅長溝通社交,能夠與各種客戶建立信任和有效溝通。 - 良好的團隊合作精神,能夠有效協作並與團隊成員共同實現目標。

待遇面議 員工7人
6~10人應徵

4/26 後勤單位營運 PM | Technology and Operations COO Office (約聘6~12個月歡迎新鮮人)

  • 台北市內湖區
  • 經歷不拘
  • 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 Talents,與我們一起成為 Best Bank for a Better World! 【Job Description】 • Drive people agenda on enhancing staff engagement and employee journey via implementing T&O key initiatives - strategic Townhall, GANDALF scholar, Back to School program. • Strategy planning, transformation agenda, and handle ad-hoc tasks as required by the business • Monthly update to local & regional senior management team on Operations COO key performance highlights, budget case and project post-implementation monitoring. • Cross-unit deliverables on team management related tasks with the aim of enhancing team productivity and improving customer journeys. • Change Management: Work closely with Change management team to ensure smooth functions implementation without impacting ongoing activities. • Provide timely updates and status reports on progress of projects to all key stakeholders; escalate issues in a timely manner. • Work closely with different business and technology stakeholders to drive end-to-end delivery. 【Requirements】 • Self-driven with strong analytical, highly numerate, problem solving, communication (verbal and written), good interpersonal and organizational skills. • Ability to work independently around tight deadlines in a dynamic and fast-paced environment. • Experience in Business Intelligence and workflow will be a plus. • Degree in Banking/Finance, Business, Mathematics/Statistics, Computer or related disciplines.

待遇面議 外商公司 遠端工作
11~30人應徵
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