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Officer, Client Onboard Analyst, Taiwan

  • 台北市松山區
  • 2年以上
  • 大學

We’re currently looking for a high caliber professional to join our team as Officer, Client Onboard Analyst, Taiwan – 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. 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: • Responsible for customer interaction, documentation issuance, review and system setups. • Demonstrates high level of diligence, motivation and organizational skills. • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues. • Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners. • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams. • Determines new work procedures, analyzes complex and variable issues with significant departmental impact. • Consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards. • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices. • Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner. • Embarks on continuous on the job training for end to end product knowledge. • Understands client requirements and implement them correctly. • Understands new customer requirements and ensure adequate support to new customer requirements and initiatives. Monitors customer satisfaction and service level and drive process changes. Provides innovative solutions to clients. • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed. • 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

理財人員(台北市全區)

  • 台北市大安區
  • 3年以上
  • 專科

必要資格條件(均需取得) 1.學歷:專科以上畢業,並已取得畢業證書。 2.工作經驗(均須符合): (1)具備基金或保險商品銷售經驗3年以上。 (2)近3年須擔任銀行理專或理財主管工作1年以上,並應提出近3年內滿1年期間之業績排名、實際業績統計報表等足資證明理財業務能力之文件。 ◎銀行櫃台人員金融商品轉介銷售經驗相關年資不予採認。 3.專業證照: 須同時具備下列各項測驗合格證明書: (1)「信託業業務人員信託業務專業測驗」或「信託業業務人員信託業務專業測驗(信託法規乙科)」 (2)「證券商高級業務人員資格測驗」或「投信投顧業務員資格測驗」或「投信投顧相關法規(含自律規範)乙科測驗」或「證券投資分析人員資格測驗」 (3)「人身保險業務員資格測驗」 (4)「投資型保險商品業務員資格測驗」 (5)「人身保險業務員銷售外幣收付非投資型保險商品測驗」 (6)「金融市場常識與職業道德測驗」(到職時須仍為有效) ※口試得加分條件 具CFP(Certified Financial Planner)證照。 ※理財人員及初階理財人員經錄取晉用後,應簽立同意書,若業績未達行方所訂標準,須依華南銀行理財人員相關之退場機制辦理。 ※如有身心健康欠佳及不良素行未符進用規定、所繳證件虛偽或隱瞞不實等情事,經查證屬實,即予註銷錄用資格。

0~5人應徵

4/16 營業員(忠孝分公司)

  • 台北市中正區
  • 經歷不拘
  • 高中

1.有價證券受託買賣及各項金融商品之推廣。 2.提供投資理財商品的諮詢服務。 3.拜訪與服務客戶。 4.開發新客源。 福利制度: ◎員工旅遊補助 ◎勞、健保 ◎退休金提列 ◎生日禮金 ◎婚喪補助 ◎三節禮金 ◎健康檢查

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0~5人應徵

4/16 Global Markets Operations Officer 外匯衍生性商品交割人員

  • 台北市信義區
  • 5年以上
  • 大學

To ensures Back Office tasks are executed in an accurate and efficient way and contributes to system release, implementation of new applications in terms of the development of FI & Treasury business. 【Responsibilities】 - Bring Direct Contribution to BNPP Operational permanent control framework - Minimize Operational failure, including but not exclusively the risk of fraud by helping to devise and by implementing sufficient regular controls - Ensure appropriate escalation to management and/or permanent control(or compliance as appropriate) as soon as an issue is identified - Comply with internal and external regulatory and compliance requirements such as Anti-Money Laundering/Financial Sanctions - Comply with the BNP standards of Code of Conduct - Comply with BNPP IT Security policies - Be responsible to the particular support functions for the products/tasks being assigned by the supervisor/manager under FXMM & Bond Processing scopes - Handle of daily processing of regulation reporting on offshore structure product. 【Contributions】 1. Trade Processing & Settlement: - Manage all the post-trade life cycle events to ensure all events are properly recorded in all the associated downstream systems - To ensure daily trades are processing smoothly and accurately from F2B - To perform appropriate operational controls according to the SOP within Global Market Ops - To arrange appropriate funding and earmarking with ALM Treasury to ensure smooth settlement without any funding issues - To perform appropriate confirmation with onshore counterparties according to regulatory requirement and facilitate smooth settlement - To communicate and instruct clearly to ISPL to perform appropriate Non TWD settlement - To perform appropriate settlement for TWD related settlement - SOP Up-to-dates: Perform regular checkup and produce new procedures for any new process onboard to ensure all our operation procedures are up-to-dated o Regulatory Reporting: To produce all required periodical regulatory reporting in timely manner and ensure the accuracy of all these reporting 2. Onshore Confirmation/Statement Delivery & Tracing: -Be responsible to send timely Trade Confirmation/Monthly Statement to all concerned Onshore counterparties depends on product types - Be responsible to trace the signed back Trade Confirmation from all concerned Onshore counterparties in timely manner based on the outstanding aging reports provided by ISPL and escalate accordingly for any long outstanding confirmation 3. Bilingual Confirmation Handling: - Be responsible to communicate well with ISPL Documents team to perform all Bilingual confirmation/Fixing Advice drafting for all onshore counterparties - To perform appropriate controls to ensure the drafting quality(i.e Maker and Checker Role for 4 eyes checking) - Cross train to ensure the competence for the knowledge of drafting for all concerned products within GMO scope 4. Communication with Business and other parties - Handle daily queries from Business and being the solution provider to Business - Handle daily queries from other parties such as HK/ISPL Processing team, FnC, other control teams, external counterparties, regulators, etc and provide all necessary information accurately in timely manner - Back Up and Cross Training: Appropriate cross training shall be performed in order to be the back up support for staff on leave 5. Projects/Contingency Business Plan: - Participate to any Global/APAC projects related to GMO Process improvement or SOP standardization - Participate to any projects/BCP testing related to regulatory changes or requirements - Participate to the assigned tasks/duties for Business Recovery Plans within BNP 【Other/Specific Qualifications】 -Senior Securities specialist certificate from Taiwan Securities Associations -Bill Finance specialist certificate from Bill Associations -Proficient in English -Strong PC skills (MS and excel) -Good communication skill -Risk control related experience

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6~10人應徵

4/16 團險業務人員

  • 台北市信義區
  • 經歷不拘
  • 專科

1. 辦理各項活動、訓練,推動合作通路團險經營,以提升團險生產力,達成年度業績目標。 2. 設計專業之團險客戶報價單,陪同通路拜訪客戶,並作成交前、後客戶說明會,以提高客戶滿意度 3. 協助合作通路照會文件補全、與行政聯繫溝通處理事宜 4. 處理單位經營所需的營運行政工作

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0~5人應徵

4/16 【商用運輸金融】業務專員(台中)

  • 台中市南區
  • 經歷不拘
  • 專科

針對客戶欲購買所需之重車(大小貨車、遊覽車、企業商用車),提供分期付款服務. 1.企業客戶名單蒐集 2.電話推廣有潛力客戶 3.拜訪客戶,確認其需求 4.提出客製化解決方案 5.業審溝通共同評估風險與達成業績目標 6.客戶透過和潤的協助實現其願景 7.維繫客戶關係,並在下次服務時提供更高的附加價值

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0~5人應徵

4/16 最快團體面試日 4/11!《台新金控正職電訪專員》銀行業入門首選!固定早班/週休二日/I

  • 高雄市左營區
  • 經歷不拘
  • 高中

▲工作時間 : 9:30~18:30 (固定班無須輪調唷!) ▲休假制度: 休六日、見紅休 ( 跟銀行單位一!模!一!樣! ) ▲薪資 : 新人月入均$32,000~$38,000;半年後穩定月入$42,000~$50,000 每月保障底薪不倒扣 +高額獎金 ▲工作內容 : 提供銀行既有客戶,電話聯繫介紹推廣金融商品 ( 辦公室純內勤!不用自己開發客戶、跑外勤 ) ▲公司福利 : 勞健保加保/退休金提撥/三節獎金/年終保障2個月/旅遊補助/教育基金 ▲升遷管道: 升遷透明,絕對無空降部隊,薪資會隨個人能力及經驗成長,不會一直領死薪水

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6~10人應徵

4/16 【國內通路】視訊服務專員(高雄)

  • 高雄市鳳山區
  • 經歷不拘
  • 大學

1.工作內容: (1)新型態數位通路-視訊服務。透過視訊服務模式,提升客戶金融數位體驗,增加使用線上金融服務之頻率。 (2)為加速招募流程進行,請務必至本行官網人才招募專區投遞履歷,連結如下: **官網視訊服務專員職缺專屬連結** https://recruit.cathayholdings.com/CathaybkHR/servlet/HttpDispatcher/EZA0_0320/jobDetail?applFormNo=I00015978 2.工作待遇:外加輪班津貼(本職務為正式行員,享行員所有福利)。 3.工作時段:依公司規定,外加輪班津貼(本職務為正式員工,享正職行員所有福利)。

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6~10人應徵

4/16 KYC Analyst_Contractor

  • 台北市松山區
  • 經歷不拘
  • 大學

Responsible for supporting the team in ensuring that Know Your Customer (KYC) checks are performed accurately and in a timely manner on our corporate customers to ensure that the Bank is in compliance with local regulations, relevant legislation and MUFG’s internal guidelines and policies. Responsible for the assignments on designated system enhancement for sustained operational quality and efficiency. • Work in partnership with colleagues in Head Office to implement GKYC system enhancement for improvement of operational efficiency. • Monitor the due date check and control for KYC process to ensure that these are performed in a timely manner to mitigate risk to the Bank. • Support in GKYC system enhancement for improvement of operational efficiency. • Materialize action plans for improving the KYC check process and enhancing the operational performance of the team. • Arranging GKYC seminar for better understanding of GKYC process. • Maintain good working knowledge of relevant regulations relating to KYC. • Adhere to all company policies as well as guidelines.

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0~5人應徵

4/16 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.

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11~30人應徵

4/16 複委託海外商品PM(海外商品部)

  • 台北市松山區
  • 經歷不拘
  • 大學

1.搜集、整理、分析海外股票、ETF、海外債券、境外結構型商品資料 2.製作海外商品相關市場訊息刊物 3.協助發展公司複委託業務 4.協助規畫建立複委託新產品線及業務相關事宜 5.完成主管交辦之工作

待遇面議 員工1400人
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11~30人應徵

4/16 Trader, Treasury Department

  • 台北市松山區
  • 5年以上
  • 大學

• Meet individual and trading team revenue targets. • Support the Global Markets team to meet the Treasury targets in Taipei. • Develop and maintain strong stakeholder management with key stakeholders both within MUFGand externally. • Work in partnership with colleagues across all regions to share best practice, deliver an integrated regional service for our customers, develop new business and create effective processes. • Work in partnership with Systems department on trading system enhancements by providing subject matter expertize on trading system requirements. • Work in partnership with Branch Management and local regulators to respond to queries on trading within the Branch. • Promote calibration with the sales desk in order to ensure optimal delivery of the group’s products and services related to foreign exchange, interest rate and/or derivatives. • Developing and implementing a business plan to ensure the MUFG trading team in Taipei is positioned as a leading bank in the Taiwan market. • Execute trading transactions, originate and manage risk position on behalf of MUFG in an efficient and effective manner in order to achieve the desk’s budget. • Support the team in the promotion of Treasury products and services in the branch. • Monitor, manage and mitigate risk through ongoing review of risk profile by regularly reviewing the traders in performing daily trading transaction within their approved transaction limits. • Seeking risk limits and ensuring strict adherence to all approved limits as delegated. • Ensuring compliance to all rules and regulation (both internal and external) at all times.

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11~30人應徵

4/16 Operational Permanent Control Manager 營運風險控管 (ITO Office)

  • 台北市信義區
  • 5年以上
  • 大學

Key responsibilities: 1. Implementation of Permanent Control Plan 2. Execution of periodic Permanent Control Plan and reperformance on the results of offshored controls. 3. Execution of Annual RCSA 4. Operational incident follow up 5. Permanent control action, internal /external audit and regulatory recommendation monitoring 6. ITO coordination for Financial Security related topics 7. Lead on APAC/ local OPC projects and liaison with regional team 8. Support on other departmental ad-hoc events

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0~5人應徵

4/16 投顧業務人員

  • 台北市大安區
  • 1年以上
  • 專科

1. 協助分析師經營客戶並給予適當的投資理財方向。 2. 提供高淨值的顧客售後服務。3. 保障底薪27,470元,亞太國際為金管會核准的合法證券投顧公司 ,只要你有實力能力絕對是一個好舞台,歡迎來這裡一同創造人生高峰4.歡迎證券業務高手 擁有投信投顧業務員或相關證照,喜歡追求高薪及熱愛股市,誠摯邀請您,歡迎加入我們的行列!

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6~10人應徵
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