• 應徵你儲存的工作
找工作
找公司
  • 全部
  • 全職
  • 兼職
  • 高階
    • 派遣

  • 不想看到這個公司
  • 不想看到這個產業

  • 不想看到這個公司
  • 不想看到這個產業

  • 不想看到這個公司
  • 不想看到這個產業

3/28 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
  • 不想看到這個公司
  • 不想看到這個產業
0~5人應徵

3/28 DBS HK- Treasures Relationship Manager

  • 香港特別行政區
  • 3年以上
  • 專科

(A) Promotion of Financial Planning Services and Wealth Mgt Products 1) Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc. 2) Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). 3) Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the customers. 4) Attend to customers’ queries on wealth management incl. investment & treasury products needs. 5) Perform CRM call activities in line with Relationship Management Model and other sales-related duties as assigned by DBS Treasures Centre Manager &/or Branch Manager. 6) Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue of DBS Treasures. 7) Perform RI regulated activities and TR insurance activities 8) Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager. (B) Relationship Building and Account Servicing 1) Maintain regular contact with existing customers to build & deepen relationship and reduce attrition. 2) Update customers on the latest product/market information and their account status to increase utilization & product penetration and increase share of customer’s wallets through portfolio review and cross selling. 3) Handle enquiries and execute financial transactions/orders & operations for customers. 4) Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries. 5) Make cross referral of other consumer banking products to the appropriate staff for follow-up. (C) Customer Experience Management 1) Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs. 2) Achieve and exceed the service standards set by the Bank. 3) Conduct regular business trips to deepen relationship with offshore clients (D) Audit and Compliance Control 1) Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures. 2) Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, PDPO anti-money laundering & documentation completeness in a/c opening & in each deal. 3) Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC. 4) Compliance with Cross-border Marketing and Sales Policy and Standard. (E) Teamwork 1) Work hand in hand with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity.

待遇面議 外商公司
  • 不想看到這個公司
  • 不想看到這個產業
0~5人應徵

3/28 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
  • 不想看到這個公司
  • 不想看到這個產業
0~5人應徵

3/28 Treasures Relationship Manager, GBA & Taiwan District, Consumer Banking Group & Wealth Management

  • 香港特別行政區
  • 3年以上
  • 專科

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Responsibilities Acquire new affluent customers and solicit business opportunities from GBA & Taiwan markets Ensure the onboarding journey of new customer is smooth Identify customer needs through discreet financial needs analysis and planning Provide appropriate solutions and personalized service on a broad range of banking, insurance & investment products Make cross referral of other consumer banking products to meet customers’ investment goals and needs Grow and maximize the revenue potential of these segment customers by building strong customer relationships and delivering differentiated solutions Manage operational risk, observe relevant policies or guidelines and fulfil compliance requirements Please check out our recruitment video https://youtu.be/V3CugJScPwA for more information.

待遇面議 外商公司
  • 不想看到這個公司
  • 不想看到這個產業
0~5人應徵

3/22 客戶關係經理 (Relationship Manager – Offshore Banking)

  • 香港特別行政區
  • 3年以上
  • 大學

•為以Hong Kong, 台灣,中國 and Asia Pacific為主的 individual & corporate客戶推行 “一站式金融解決方案” including but not limited to Investment, Insurance & Wealth Management. •通過各種活動及渠道獲得新客戶 •提升本行的企業及社會形象 •確保工作程序遵守內部指引和外部監管要求

  • 不想看到這個公司
  • 不想看到這個產業
6~10人應徵

12/11 WM Relationship Management (當地僱用local hire)

  • 香港特別行政區
  • 5年以上
  • 大學

職位目的: 開展個人高端業務,管理客戶資產與深化客戶關係。 重要職責/工作內容: 1. 具有客戶基礎,具備香港理財業務經驗尤佳。 2. 需了解全球金融投資工具與香港市場的投資相關規範,協助客戶資產與授信管理。 3. 過往無可歸責之重大缺失與客訴案件。

待遇面議 員工9130人
  • 不想看到這個公司
  • 不想看到這個產業
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

推薦工作

3/28 門市銷售人員(香港 旺角/需現居香港)

  • 香港特別行政區
  • 經歷不拘
  • 專科

【工作內容】 • Responsible for selling products 負責商品銷售工作 • Provide Excellent Customer Service 提供優質客戶服務 • Retail Store Operations 負責日常店舖營運工作,如補貨、貨品展示等 • Customers Development 客戶關係建立與維護 • Quotation Enquiring 產品詢價、報價、展示、銷售及訂單作業 • Clients Profiling 客戶資料建檔,完成主管交辦事項處理 【徵求條件】 • 有責任心、待客有禮、積極及勤奮 •一年以上食品類、餅店、零售或服務業經驗 •底薪加優厚佣金 Bonus! Bonus!! Bonus!!! Multiple Sales Bonus Rewards! •此職務申請者必須持有香港居留證、永久香港身分證。" 【薪資範圍】 •薪資範圍:港幣12000+達標銷售獎金(面議) 【工作地點】 •香港九龍旺角MOKO新世紀廣場3樓342B鋪 「田原香」是台灣第一家專為滴雞精成立的品牌,創立18年來間不遺餘力淬煉出滴滴精華,能讓顧客吃得更健康無負擔的使命藉由滴雞精傳遞到每一位顧客心上。 學長姐手把手教學與帶領,無經驗的小白也沒關係,希望活潑有衝勁的你一起加入做個健康傳遞者!

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.

6~10人應徵

3/28 【品牌行銷企劃】港澳區Social Media Marketing Specialist(精通粵語/需現居香港)

  • 香港特別行政區
  • 3年以上
  • 大學

【工作內容】 1. 依公司策略及市場需求,規劃年度行銷計畫與掌控專案進度。 2. 每月定期提報營收數據,進行滾動式的策略建議及成效分析報告。 3. 收集市場訊息,分析趨勢,評估與定義公司產品定位,有效提供團隊所需資訊與支援。 4. 溝通協調跨部門問題,監察新項目的進程。 5. 異業合作、實體活動洽談,與內外部溝通協作角色。 6. 人員培育、考核、相關內勤事務審查。 7. 主管交辦事項。 【能力要求】 1. 相關行銷工作經驗3年以上。 2. 國語、廣東話、英文口說流暢。 3. 熟悉品牌操作經營、行銷活動規劃、開發新型銷售模式。 4. 熟悉數位行銷操作及商務應用(管理社群操作、SEO、廣告投放、文案規劃等 5. 有實體活動(展場、講座)、百貨進櫃洽談經驗者佳。 6.此職務申請者必須持有香港居留證、永久香港身分證。 【個人特質】 1. 具備良好邏輯思考與跨部門溝通協調能力,重視團隊合作以達共同目標。 2. 具備市場洞察能力,且能完整規劃並執行專案。 3. 擁有積極的工作態度、保持學習的彈性、展現高度執行力、具備解決問題的能力。 4. 具備良好的組織及應變能力,面對組織調整能快速應對。 5. 細心、常保愉快的心。 薪資範圍:面議

6~10人應徵

3/28 Junior/ Senior 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.

6~10人應徵

3/28 Business Unit Controller - CBG

  • 台北市內湖區
  • 5年以上
  • 大學

[Financial Performance Analysis] • Provide monthly financial performance reporting to business partners • Review the business performance against plan/forecast in terms of products and customer segments, and proactively highlight key risk to business / senior management • Develop financial models to provide the insights for business to prepare forecasting / planning, and articulate strategies • Ensure proper accounting policies and financial control are in place • Provide accounting guidance and financial advisory to business to ensure the integrity of reports at all times. • Provide in-depth cost analysis to provide solid commentaries, and proactively manage the monthly cost expenditure to avoid fluctuation • Assist business in expense management on BAU and project / initiatives spent • Support Finance other functions to solve the financial issues related to CBG [Business Forecasting and Budgeting] • Perform and manage full-year forecast in monthly basis, and identify opportunity and risk against budget to ensure the delivery of full-year budget. • Prepare annual budget preparation, review and submission [Ad-hoc / Initiatives] • Assist to evaluate the financial of campaigns and initiatives, and track the results • Assist in assessing returns on investments and strategic plans • Support the business decision process, providing essentials analysis on internal and external benchmarking and performing ‘what if’ scenario” • Assist in providing insights in market & competitors analysis

待遇面議 外商公司
6~10人應徵

3/25 Relationship Associate - 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.

大於30人應徵
載入第1

檢視或訂閱條件

請登入my104會員中心

請選擇要取代的配對條件。

有新工作立即通知?

將本次搜尋條件儲存成工作配對,即可在「My104、手機App、E-mail」收到最新的工作通知。
資料處理中…