花旗(台灣) 商業銀行股份有限公司(花旗銀行)

  • 公司規模
    4200人以上
  • 資本額
    暫不提供
  • 負責人
    暫不提供
  • 公司統編
    暫不提供
獲獎紀錄
幸福企業
2019 金獎

公司簡介

Hi!
花旗是全球金融產業的領導品牌!歡迎優秀的您,加入我們的團隊!

花旗是全球銀行的領導品牌,在160多個國家擁有約兩億的顧客。花旗為消費者、企業、政府及機構客戶提供各種金融產品和服務,業務範圍包括:消費金融與信用卡、企業金融與投資銀行、證券經紀服務、環球金融交易服務以及財富管理。

花旗銀行於1964年在台灣成立辦事處,隔年成立台北分行,業務範圍涵蓋企業金融、投資銀行、消費金融等領域。為了持續深耕台灣市場,花旗在2007年購併華僑銀行,並正式成立花旗(台灣)商業銀行。

花旗的企業金融及消費金融業務分別獲得外界高度評價。在企業暨機構業務方面,花旗(台灣)銀行除了是台灣第一家進入本土承兌押匯的外商銀行,更率先承辦國際外匯的業務。現在,花旗也針對大型企業、跨國企業、中小企業、金融同業以及外資等不同客戶的需求,提供全方位的服務與解決方案,以及跨國界的產品,主要的業務範圍包括外匯交易、承銷、融資、環球交易服務、全方位財務顧問等。為響應支持政府重點政策,花旗領先市場推出「在地化全球保管服務」,協助壽險業將海外投資資產移回台灣;同時運用花旗全球網絡,幫助台灣企業拓展海外市場;亦積極開發數位創新科技,提供數位平台,協助企業客戶隨時隨地掌握全球交易,提升營運資本運用的效益。

在消費金融方面,花旗持續引進創新的產品及豐富的資源,不僅成為台灣金融業的標竿,更讓客戶享受到最佳的金融理財服務;包括率先推出「財富管理銀行」,引進優利組合帳戶、黃金帳戶等最先進的金融商品,並在國內首創電話理財中心、24小時無人銀行、便利商店代收信用卡帳款、智慧銀行、不斷升級「花旗行動生活家App」,並首創台灣金融界「聲紋辨識」客服中心。繼領先市場推出「自然人憑證線上辦卡」後,花旗積極採取開放銀行策略,透過與電商巨擘的合作,相互開放應用程式介面(API)進行資料串接,優化客戶辦卡流程體驗。作為全球銀行,花旗致力於發展金融科技,在兼顧資訊安全的前提下,不斷推出數位化金融服務及行動支付,以滿足顧客需求。

花旗除了在業務上屢創佳績,推動公益也不遺餘力。秉持著取之社會、用之社會的精神,花旗將串聯資源(Connection)、啟發人才(Inspiration)、贏取信任(Trust)、引領創新(Innovation)四大核心價值落實於企業社會責任上。花旗長期推動花旗聯合勸募活動,以協助中小型社福團體執行各項助人計畫;並積極與非營利組織合作啟發人才,協助青少年發掘潛能,培養專業技能,成為未來領導人才。花旗在追求創新卓越的同時,透過科技化與數位化的方法,呼應政府綠能、環境保護、社會扶助等議題,引領金融產業投入各項公益活動,以推升社會持續前進,期望為台灣建立一個更美好的未來。

花旗(台灣)銀行因強健的總體營運表現與對社會公益的積極投入,獲得多項國內外大獎肯定,已連續24年榮獲《金融亞洲雜誌》(FinanceAsia)「最佳國際銀行」獎、連續17年蟬聯《財資雜誌》(The Asset)Triple A「最佳國際銀行」大獎,並連續13年獲《讀者文摘》「信譽品牌:信用卡發卡銀行金獎」。

經營理念
We are the most global and most influential financial services institution in the world. Our global reach in over 160 countries combined with our embedded presence, product breadth and financial strength, provides us with a platform for leading a redefinition of how our industry does business. At Citigroup, we are committed to providing an environment—culture, job satisfaction, opportunity and compensation—that attracts and retains outstanding individuals all over the world. We strive to build an organization where the best people want to work and to be the first choice of where customers want to do business.

公司位置

  • 台北市信義區松智路1號12樓

產品/服務

網站位址:
http://www.citibank.com.tw
相關連結:

  • 【消費金融總事業群】
  • 花旗(台灣)銀行持續引進創新的產品及豐富的資源,不僅成為台灣金融業的標竿,更讓客戶享受到最佳的金融理財服務;包括率先推出「財富管理銀行」,引進優利組合帳戶、黃金帳戶等最先進的金融商品 ; 並在國內首創電話理財中心、二十四小時無人銀行、便利商店代收信用卡帳款、智慧銀行,及不斷升級的「花旗行動生活家App」等服務,並朝向深化FinTech及Bank 4.0智慧銀行之領頭羊。
  • 【企業暨機構客戶總事業群】
  • 花旗(台灣)銀行是台灣第一家進入本土承兌押匯的外商銀行,更率先承辦國際外匯的業務。現在,花旗也針對大型企業、跨國企業、中小企業、金融同業以及外資等不同客戶的需求,提供全方位的服務與解決方案以及跨國界的產品。主要的業務範圍包括外匯交易、承銷、融資、環球交易服務及全方位財務顧問等。

福利制度

法定項目
福利制度

花旗(台灣)銀行的薪資制度是建立在公平及具市場競爭力的基礎上,吸引優秀人才及激勵內部員工。透過各種不同的報酬組合(底薪、津貼、績效獎金等)與員工分享公司的營運成果以達極具競爭力的薪酬福利水準。

花旗為讓員工及其家庭享有更舒適與愉悅的生活,並讓員工能感受到現在及未來的保障,花旗提供了貼心及完善的福利制度 :

◎優於勞基法之休假制度及多元包容的休假規定
◎優渥的團保內容 (壽險、意外險、醫療險、癌症險、因公出差意外險、旅遊健康援助計劃)
◎眷屬醫療險 (公司部份負擔) 及父母險 (員工可以特惠價格參加)
◎員工優惠利率 (房貸及消費性貸款)
◎多項銀行優質服務與手續費減免 (買賣外幣免手續費並享中價匯率、匯款免手續費、共同基金申購手續費全免等等)
◎員工子女幼兒教育機構學費優惠
◎多元職工福利
◎服務年資賀禮

公司環境

花旗(台灣) 商業銀行股份有限公司(花旗銀行)

台北市信義區松智路1號12樓

花旗(台灣) 商業銀行股份有限公司(花旗銀行) 工作機會(95)

  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    1. Contribute to the development of new techniques and improvement of processes and work-flows by applying in-depth disciplinary knowledge and integrating subject matter and industry expertise within Risk Management 2. Develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques 3. Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing 4. Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects as required 5. Participate in developing, testing, and optimizing credit policies, ensuring consistency and regulatory compliance, and assist in the implementation of those policies, processes and other related initiatives 6. Manage risk levels for the entire credit spectrum across multiple products and retail formats and prepare risk management presentations for senior management 7. 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.
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    Major Job Responsibilities: 1. Perform banking applications change process management and execution 2. Collaborate with Application Project Managers and Vendors to deploy the release of code to the Citi application environment 3. Assistant to Technology Financial Planning and Analysis function 4. Office administration assistant
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    工作內容包含:  銀行帳戶服務相關交易  銀行帳戶開戶/關戶及後續處理作業  銀行帳戶維護及後續處理作業  確認每天帳款之正確性  次日確認交易之完整性 a. Perform Banking service related operation process, such as:  Liability account opening/closing process  Liability agreement setup/Maintenance  Quality check for accuracy control process b. Responsible for daily supportive jobs, such as:  Liability account Maintenance  AO code/status change  Account Balance Certificate  LUS closing & reopen process
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    Assistant Relationship Manager (ARM) is an intermediate-level position responsible for assisting clients in raising funds in both debt & capital markets, as well as in providing strategic advisory services for working capital financings, FX hedging solutions, cross-border treasury management and other types of financial transactions in coordination with BCMA network and various product partners. The Corporate Banking Senior Analyst also serves as an intermediary in trading for clients and covers credit risk monitoring, industry studies and portfolio management. Responsibilities: 1. Participate in client transactions, projects or assignments as the junior member of a professional team 2. Partner with senior Corporate Banking Officers and product partners for deal pitching and discussion 3. Organize and analyze sophisticated financial data used in client proposals and strategic plans 4. Evaluate credit worthiness, prepare credit proposals and conduct risk management 5. Conduct economic/industry studies
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    • 需出差
    1. Support and conduct branch oversight visits and examine operational compliance status. 2. Manage branch data and transaction information to design Computer Automated Audit Tools and Techniques (CAATTs) to enhance Branch control and reviews. 3. Collect and analyze branch relative information to derive an accurate risk assessment for each branch. 4. Collect information from other departments for BOF internal control and inspection. 5. Support the preparation of BOF inspection report (including testing working papers, reporting, CAATTs analysis, issue and action plan formulation with branch stakeholder) 6. Support the periodical analysis and review of branch risk, control and issue trends to CBORC management. . 7. Support Branch Oversight Function management in monthly and ad-hoc reporting to Citi Taiwan Management, Regional and Global Branch office.
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    Description The role of the Client Service Officer (CSO) for Global Custody (GC) business is to ensure Citi provides a cohesive customer service experience to all domestic clients covering both investor and intermediary types in support of all international markets. The CSO is required to ensure we meet the SLA turnaround times in responding to all incoming queries received by telephone, email or other means. The CSO is also a first point of escalation and faces off to local and regional business stakeholders as well as working with various Global Window operations in servicing client’s needs across cash, trade support and corporate actions. The most important aspect for this role outside of excellent client service focus is knowledge and experience of inner workings of international markets across all custody Key Accountabilities  Monitoring and proactively addressing all incoming client inquiries on settlement, asset servicing, account maintenance and more.  Escalating operational issues and client request to supporting teams, account managers, client executives.  Ensuring compliance with global standards for monitoring, replying and recording of client queries in query management system.  Providing CitiDirect for Securities (CDS) and CitiDirect BE (CDC) training and basic inquiry support for all clients.  Planning, managing and reviewing service rendered to major clients to ensure providing appropriate level of service requested post sales/implementation.  Assisting Implementations Team in new client onboarding inquires/processing to ensure smooth implementation.  Working with client executives and account managers to ensure most efficient and robust processes are adopted for client servicing purpose.  Establishing close partnerships with global custodial operations across Citi network as well as other satellite client service office teams in the region.  Participating in process improvement projects, reduction of client queries initiatives as well as system enhancement testing when necessary.
  • 1/12
    面議(經常性薪資4萬含以上)
    • 週休二日
    • 日班
    1.開發仲介代書建商等通路 2.提供多種具競爭性房貸產品 3.親自為客戶量身規劃, 滿足不同客戶的需求 4.擅溝通, 能承受業績壓力, 配合度高, 高 業績 獎金制度。 5.薪資面議
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    •This role is for an application support manager to manage TW MSST (Markets and Securities Services Technology) relavant local applications including FX, Fund and Cusotdy systems. •This role provide local applications supports and manage local project to businesses and work in close partnership with their regional colleagues to provide a collective service. •TW MSST applications currently support Markets front-end, Markets Operation, Securities Service & Custody product and Operation located in Taiwan Taipei. •The successful applicant will majorly manage fund and Securities-Service applications with a backup role for Markets application manager.
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    The Asia Consumer Independent Risk Management is responsible for the portfolio quality of the consumer credit portfolios for Asia Consumer. The team supervises 17 countries across an 11-hour time zone with multiple product lines including credit cards, mortgages, secured and unsecured instalment loans or revolving lines and margin-lending facilities. Regional Risk Planning manages Regulatory Reporting, Cost of Credit planning and Current Expected Credit Losses (CECL) in Asia. The incumbent is to support Regional Risk Planning manager on end to end CECL process coordination and oversight to country CECL submission/documentation. Responsibilities: -Current Expected Credit Loss (CECL) oversight for Asia region including managing CECL production process every quarter for 17 counties 58 portfolios on: -Set up calendar and coordinating end to end process with Global Risk, RMU and 17 countries. -Ensure appropriate/adequate CECL reserve based on all different types of CECL models that included but not limited to account level model, transition matrix model, cohort econometric model, cohort recovery model, alternative methodology of GCL and recovery model, portfolios with proxy and TDR model. -All types of overlay (type 1, type2 and QMA) methodology review with each individual countries -Review and provide effective challenge of FFIEC 9 risk factors assessment review for 17 countries -Analyze and understand the drivers of the reserve movement through various analytical approaches. -Support CECL IROC meeting presentation material on behalf of 17 countries for Asia quarterly CECL reserve recommendation. -Work closely with RMU team and model sponsors to ensure CECL model perform as required. -Familiar with CitiRisk, BI tool related system modification and enhancement to provide guidance to all the 17 countries and ensure upload fields are correctly submitted in the system. -Work closely with regional modeling oversight team to review all the overlay documents submitted by countries and provide guidance/effective challenges to countries. -Ensure all CECL IROC follow ups are closed timely. -Manage TDR model included OPA, AMR and MCA if any.
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    The ARM/Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The ARM/Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: •Serve as point of contact for clients and partner with senior banking officers, product specialists and sales to develop integrated banking services for clients •Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc. •Cross-sell banking products, including cash management, trade finance, trade services, custody, structured trade products, derivatives, fixed income, loans (including syndicated, bilateral) and capital market products •Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies and processes •Organize and analyze sophisticated regulations and financial data used in credit reviews, economic & market trend analysis and strategic business plans •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.
  • 1/12
    面議(經常性薪資4萬含以上)
    • 週休二日
    • 日班
    Responsibilities: 1. Gathers operational data from various cross functional stakeholders to examine past business performance. 2. Identifies data patterns & trends, and provides insights to enhance business decision making capability in business planning, process improvement, solution assessment etc. 3. Recommends actions for future developments & strategic business opportunities, as well as enhancements to operational policies. 4. May be involved in exploratory data analysis, confirmatory data analysis and/or qualitative analysis. 5. Translate data into consumer or customer behavioral insights to drive targeting and segmentation strategies, and communicate clearly and effectively to business partners and senior leaders all findings 6. Continuously improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities 7. Work closely with internal and external business partners in building, implementing, tracking and improving decision strategies 8. 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.
  • 1/12
    月薪 35,000元 以上
    • 週休二日
    • 日班
    1.- 工作經驗不拘只要你有熱情,願意與人溝通,就有機會進入第一流的花旗銀行,創造屬於自己的薪水 2.- 免證照享外商銀行完整、紮實培訓課程 3.- 無經驗具強烈企圖心可 歡迎加入 4.- 公司提供優質名單開發,不需擔心客戶來源提供 5.- 透過電話銷售花旗銀行所提供之全系列信用卡(新客戶申辦、既有客戶加辦、升等)等,針對客戶需求推薦最適當之信用卡商品。 6.- 配合公司各項行銷企劃活動,並提供來電客戶對於以上商品之電話諮詢與線上申辦服務。
  • 1/12
    面議(經常性薪資4萬含以上)
    • 週休二日
    • 日班
    Job purpose: The candidate will be responsible to drive the overall test quality improvement, in other words, to evaluate the adequacy of current practice of test activities, to identify and implement the improvement actions, and to oversee the execution and evaluate the performance of test activities as well as improvement actions. Given that the test activities are conduct by different units, including offshore or internal affiliates, the candidate should be comfortable managing “virtual” teams. Prior experience in vendor management or project management is preferred. The candidate will also lead a core testing team to support the test activities, covering different types of test, such as sanity test, base regression, and end-to-end user acceptance test of key projects. Therefore, consumer banking domain knowledge, including the technology, products, processes, controls and operating models, and comprehensive communication skills is required for ensuring the understanding of business requirements and the testing needs. Job Description: 1. Evaluate the adequacy of current practice of test activities. Identify and implement improvement actions, such as refined standards, processes, methodologies, tools or templates, under internal quality assurance policies and procedures. 2. Oversee the execution and evaluate the performance of above improvement actions and make adjustments periodically. 3. 〝Lead a core testing team to support the test activities, covering different type of test, such as sanity test, base regression, and end-to-end user acceptance test of key projects. The above mentioned test activities including: * Develop test plans and test cases. * Execute the test cases and log the execution results. * Identify, record, and track defects. * Design, develop and execute automation scripts.〝 4. Coordinate and oversight the test activities done by other units. 5. Provide periodically quality analysis or dashboard for management review and decision-making support. 6. Drive the cross-functional adoption of automated testing tools, test methodologies and best test practices to improve the quality, efficiency and effectiveness of testing. 7. Establish criteria for test resources management and prioritization. 8. Design and conduct test related training to the team as well as the testers from other units.
  • 1/12
    面議(經常性薪資4萬含以上)
    • 週休二日
    • 日班
    1. Supports planning, directing and coordination of day-to-day activities of running a program or portfolio of programs. 2. Assists with business case, review business requirements, gap analysis, feasibility study in long term benefit, requirement and solution review with stakeholders. 3. Finalizes the project plan with stakeholders and track closely for successful project delivery. 4. Implements advanced strategies for gathering, reviewing and analyzing data requirements. 5. Meets with end users to understand business needs, write requirements, conduct walk throughs on requirement documents and obtain Project Sponsor, Product and Operations approvals. 6. Reviews Functional Requirements to Business Requirements to ensure Technology has understood and met the end users’ needs/expectations. 7. Prioritizes requirements and create conceptual prototypes and mock-ups. 8. Partners with Technology, Product and Operations Management Teams to prioritize delivery of key projects. 9. Masters strategic business process modeling, traceability and quality management techniques. 10. Applies best practices for effective communication and problem-solving. 11. Successfully compete for the most sought-after business analyst jobs. 12. Leads team of business analysts and testers to achieve on-time and with-quality production delivery dates for system enhancements for multiple Cash projects. 13. Collaborates with Technology on any project delays, risk assessment and risk mitigation plans. 14. Performs project Status reporting to Project Stakeholders, Product and Operations Partners. 15. Prepare Post project MIS, lessons learned and conduct continuous process improvement reviews. 16. Understand the bank environment and compliance and regulatory requirements. 17. Work with regional and global team and implement the best standards across teams. 18. Ensure creation of program plan and charter benefits management plan, stakeholder management plan, acceptance plan, and central program issue log. 19. Evaluates subordinates‘ performance and makes recommendations for pay increases, promotions, terminations, and other personnel actions. 20. 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.
  • 1/12
    面議(經常性薪資4萬含以上)
    • 日班
    1. Lead the digital acquisition sales strategy, and implement best-in-class practices across paid and owned channels 2. Work with internal teams (and marketing) on best in class marketing and sales strategy 3. Actively manage the funnel performance leveraging a data-first approach. Understand fall-out points throughout the conversion funnel and develop initiatives to increase yield and scale volume 4. Work with market product teams on delivering against funnel needs, telesales conversions, customer experience, and overall acquisition efforts 5. Deliver against sales targets, and grow sales volumes for varied lines of business that depend on digital through different phases of the buying journey 6. Implement and measure campaigns to maximize channel performance across acquisition and cross-sell 7. Lead and execute the test and learn agenda across product, creative, media and digital customer experience for all screen sizes. Establish a framework for measurement for digital channel performance, including KPIs, benchmarks, and acceptable ROI 8. Identify and lead integration of new capabilities and technologies to improve digital targeting (DMP, DSP) and funnel performance (analytics) 9. Deliver key insights to business partners to continue to grow current and new portfolios. Lead a mobile-first approach, and design customer-centric digital sales experiences 10. Partner with data management platforms, information security teams and data & analytics teams across teams 11. Partner with the marketing and product teams to engineer a communication framework relevant and impactful to the customer 12. Build relationships with, and leverage key media platforms across Asia and globally 13. Work with a dedicated team of growth marketers to deliver organizational goals around sales and optimization
  • 1/12
    面議(經常性薪資4萬含以上)
    • 週休二日
    • 日班
    1. 在分行以親訪或電話方式開發/維護客戶關係,客戶無法親臨分行也可透過全方位的電話理財服務中心提供金融相關服務交易。 2. 提供有關股票、債券、市場條件、投資前途及財務狀況等金融投資商品與國際金融市場之資訊。 3. 分析股票、債券、外匯及其他國際金融投資市場之趨勢。 4. 提供多元且國際化的金融投資商品,且以完整的資產配置分析,為客戶量身打造專業客製化的財富管理規劃。 Find more? Please visit: https://m.youtube.com/watch?v=YsuvROHNdBk
  • 1/12
    面議(經常性薪資4萬含以上)
    • 週休二日
    • 日班
    1. 在分行以親訪或電話方式開發/維護客戶關係,客戶無法親臨分行也可透過全方位的電話理財服務中心提供金融相關服務交易。 2. 提供有關股票、債券、市場條件、投資前途及財務狀況等金融投資商品與國際金融市場之資訊。 3. 分析股票、債券、外匯及其他國際金融投資市場之趨勢。 4. 提供多元且國際化的金融投資商品,且以完整的資產配置分析,為客戶量身打造專業客製化的財富管理規劃。 Find more? Please visit: https://m.youtube.com/watch?v=YsuvROHNdBk
  • 1/12
    月薪 39,000元 至 60,000元
    • 週休二日
    • 日班
    1. 處理現金、支票、國內外匯款及外匯交易等業務 2. 處理開戶及相關帳戶服務作業. 3. 轉介潛在客戶予業務人員 4. 提供顧客優質服務, 支援並與理財業務團隊合作以達成銷售目標 5. 處理客戶服務相關問題
  • 1/12
    月薪 39,000元 至 60,000元
    • 日班
    業務助理及銀行服務台工作,包含: 1.一般存匯 2.財富管理開戶 3.協助理專、與銀行客戶接觸處理銀行交易等事務 信託業業務人員信託業務專業測驗(信託法規乙科),
  • 1/12
    月薪 38,000元 至 160,000元
    • 週休二日
    • 日班
    1. 在分行以親訪或電話方式開發/維護客戶關係,客戶無法親臨分行也可透過全方位的電話理財服務中心提供金融相關服務交易。 2. 提供有關股票、債券、市場條件、投資前途及財務狀況等金融投資商品與國際金融市場之資訊。 3. 分析股票、債券、外匯及其他國際金融投資市場之趨勢。 4. 提供多元且國際化的金融投資商品,且以完整的資產配置分析,為客戶量身打造專業客製化的財富管理規劃。
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