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4/15 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

4/15 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

可以嘗試調整條件、或看看你專屬的推薦工作

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4/15 (約聘)Business Analyst (0.5~1 year contract)

  • 台北市內湖區
  • 5年以上
  • 大學

Design, manage and operate MIS & data analytics to support business operation Support new business initiatives through use of data analytics to develop and propose business strategies Collaborate widely with other stakeholders in the Bank in key digital and data initiatives. Work in close collaboration with the product, segment, and CBG Operation team to : • Support new Business initiatives & proposals for incorporation into product programs • Engage Business partners in regular ritual and identify risks/ opportunities and recommend relevant actions • Participate in digital initiatives and drive continuous improvements in analytics capabilities using both traditional and non-traditional data as well as enhancements in the use of business analytics tools. • Support platform conversion initiative; involve in code translation from SAS to Python.

待遇面議 外商公司
0~5人應徵

2/20 007823 Wealth Business Services Manager 財富管理作業經理

  • 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 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: Y - Report to : SVP WPB Operations - Job Content : ● The jobholder leads and manages Wealth Business Services teams to process various types of Trust releated operations, including Trust account opening/maintenance/services, order execution/settlement/ reconciliation/reporting…etc. across investiment products. ● Ensure internal Service Level Agreements are met and contribute assessment of existing products/processes for continued improvements to keep competitive position in the market. ● Support to grow business & generate revenues by shorten service level or extend service time. ● Establish quality customer services to internal & external customers. ● Improve productivity and customer services, whilst minimising the potential for operational loss. ● Support implementation of the projects on schedule. ● Ensuring the team is working in a good condition and engages in all activities across the Bank and Operations/ DBS. The teams can engage any Snapshot activities and with acceptable score. ● By performing the effective use of the GPM system to identify staffs strengths and weaknesses and improves their knowledge and skills with suitable coaching and training. ● Ensure any ORC review or Internal/External Audit Report is at least satisfactory. ● By managing and maximizing the utilization of resources of the teams to well control operational expenses and by reviewing workflow and seeking STP efficiency to ensure Wealth Business Services operates within the budget. ● Ensure that we adequately identify, assess, monitor and control operational risk.

0~5人應徵

4/15 T&M Corp sales

  • 台北市信義區
  • 7年以上
  • 大學

1.Capture business opportunities to sell a wide range of treasury products, including FX, rates and corporate wealth product. 2.Strategic service Large corporate / Mid cap clients, address their needs through the provision of client relevant products, solutions and deep market insight, and develop revenue and profitability of allocated client portfolio. 3. To collaborate with IBG RM to increase the T&M cross selling and penetration. 4.Ensure the sales activities complied with the internal policies and the regulations in Taiwan. 5. Collaborate with cross-functional teams, stakeholders and bridge the communication of various Sales team projects and initiatives, including IBG & CBG MtJ, data & digital initiatives, business planning and analysis, etc.

待遇面議 外商公司
6~10人應徵

4/16 駐點工程師/內湖-瑞光

  • 台北市內湖區
  • 1年以上
  • 專科

仁大資訊為一專業的系統整合維運公司,提供客戶端全方位的軟硬體系統 整合、維運、開發等服務。歡迎對IT產業具熱忱的夥伴加入仁大的團隊! ◆ 你將在團隊參與 ◆ 1. KPI 。 2. Patch Update and System maintain。 3. 資訊設備之安裝設定與故障排除。 4. 公司資訊財產管理與定期檢核維護。 5. 協助資訊安全與資訊系統之營運推展。 6. 資訊設備評估、建置、管理、分析與維運。 7. 協助其他部門支援作業。 8. 其他主管交辦事項。 ◆ 我們期待優秀的〝駐點工程師〞具備這樣的能力 ◆ 1. 具備IT相關經驗者佳。 2. 積極熱情、喜與客戶互動,提供良好的客戶服務與協助~ *** 本職務依照經驗&能力&認證為核薪標準 ***

0~5人應徵

4/18 Business Control and Quality Assurance Specialist

  • 台北市中山區
  • 經歷不拘
  • 大學

1. Develop SOP to comply with regional policies and local regulations. 2. Responsible for driving sales monitoring report enhancement and control points/mechanism by working closely with stakeholders. 3. Conduct periodic SOP/Boundary list and training. 4.Timely complete sales surveillance related reports and sales healthy check 5. Support BIF revision, SCSA, internal/external audit on information request providing. 6. Sales misconduct investigation

待遇面議 外商公司
0~5人應徵

4/16 【風管板塊】國際審查部授信管理專業人員_I00015502

  • 台北市信義區
  • 經歷不拘
  • 學歷不拘

1、編輯授信、提存表報,維護徵信、授信等相關電腦系統,以申報外部機關、提高授信效率及協助內部授信資產管理 2、處理(常務)董事會授信議事,提高授信效率 3、執行資產品質分析檢視及資產評估制度,並提出檢視風險點等,以發揮適當的風險控管效能暨提升授信品質 4、對Watchlist授信案件定期追蹤、彙整及呈核,以掌握其營運狀況及債權變化情形

待遇面議 員工10000人
6~10人應徵
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