1.規劃短中長期業務發展策略與管理制度建立 2.規劃高資產客戶經營模組相關制度與流程 3.優化高資產業務流程、系統與服務 4.制定高資產理財業務自行查核辦法 5.高資產客度行銷活動規劃

1.規劃短中長期業務發展策略與管理制度建立 2.執行高資產業務客戶開戶審查標準及制定規則 3.執行高資產業務客戶授信審查標準、制定規則及風險控管 4.協助高資產業務團隊業務推動與執行 5.協助團隊執行各項行政與庶項事務

1.開發暨維繫客戶關係 2.推廣各項金融商品及特色分析 3.提供客戶資產配置的建議、分析投資績效及報表

1.具任職於香港地區金融業相關職務歷練經驗者。 2.有關「招募資訊」及「甄試簡章」請詳彰化銀行官網/菁英招募/職缺公告： https://www.bankchb.com/frontend/mashup.jsp?funcId=9a7f8ddf15

1. 提供客戶有關資產配置的建議及規劃。 2. 各項理財及相關金融商品推廣銷售。 3. 開發客戶及維客戶關係維護等相關財富管理業務工作。商業及管理學門投信投顧業務員,金融市場常識與職業道德,信託業業務人員信託業務專業測驗,結構型商品銷售人員,銀行內部控制與內部稽核測驗(一般金融),人身保險業務員,外幣收付之非投資型人身保險資格證照,投資型保險商品業務員,財產保險業務員輕型機車,普通小型車

Job Description The Sec & Derivatives Sr Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. Responsibilities: 1. Resolve complex process problems which require an in-depth evaluation of basic securities processing procedures and industry standards 2. Process various hedge fund tasks, including calculating net asset value, reconciling cash and holdings, and pricing securities 3. Offer advanced solutions for assigned securities processing areas 4. Provide guidance and assistance to junior staff 5. Oversee the set-up of new hedge funds, while representing a securities processing team, and acting as the analytical and procedural expert 6. Serve as analytical or procedural expert for securities processing deliverables/initiatives 7. Prepare expense budgets, analyze expense calculations, and prepare unaudited financial statements 8. Ascertain fund value and allocate values to each investor 9. Assist with the development of new techniques and streamlining hedge fund/securities processing activities 10. 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.信用卡偽冒案件調查與管理。 2.風險控管有關之專案執行。

負責高資產客戶陪訪、提供高資產客戶整合性與多方位的理財諮詢服務、協助舉辦高端理財客戶講座或主題活動、擔任永豐員工教育訓練講師。

國內外金融產品銷售服務(股票、期貨、基金、保險、複委託及其他衍生性金融產品) (本薪26-35K,另依業績狀況核發業績獎金)人身保險業務員,證券商業務員

1.輔導分行通路銷售理財與保險商品，協助分行達成業績目標。 2.承接銀行商品策略，協助分行舉辦理財說明會及陪訪與客訴處理。 3.依循銀行財管政策及法令遵循事項與執行。金融市場常識與職業道德,信託業業務人員信託業務專業測驗（信託法規乙科）,結構型商品銷售人員,銀行內部控制與內部稽核測驗(一般金融),人身保險業務員,外幣收付之非投資型人身保險資格證照,投資型保險商品業務員,財產保險業務員,投信投顧業務員輕型機車,普通小型車

＜ 注意事項 ＞ 1. 請至JIM bot進行第一階段申請: Jim - 資深豐盛理財客戶經理 (https://dbs-prod.impress.ai/careers/icareers/html-widget/chat-widget/92e652f2-3ac7-450c-b36a-89cf9dbbd7b4/) - 2023的評估 (impress.ai) (建議用Google Chorme瀏覽器開啟) 2. 請至DBS官方網站，註冊帳號密碼後，點選「線上應徵」進行第二階段申請 資深豐盛理財客戶經理 (https://careers.dbs.com/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=21000002&lang=zh_TW) 1.透過卓越的客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富 2.依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務 3.透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資) 4.https://www.youtube.com/watch?v=rhKNH4M2a-o

(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.

＜ 注意事項 ＞ 1. 請至JIM bot進行第一階段申請: Jim - 資深豐盛理財客戶經理 (https://dbs-prod.impress.ai/careers/icareers/html-widget/chat-widget/92e652f2-3ac7-450c-b36a-89cf9dbbd7b4/) - 2023的評估 (impress.ai) (建議用Google Chorme瀏覽器開啟) 2. 請至DBS官方網站，註冊帳號密碼後，點選「線上應徵」進行第二階段申請 資深豐盛理財客戶經理 (https://careers.dbs.com/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=21000002&lang=zh_TW) e-JD(透過影片可更了解DBS RM的實際工作樣貌): https://www.youtube.com/watch?v=rhKNH4M2a-o 1.透過卓越的客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富 2.依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務 3.透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資) 4.https://www.youtube.com/watch?v=rhKNH4M2a-o

工作職掌: 協助分行舉辦理財說明會、進行每日市場分析與報告，提供即時的資訊給理專。需給予教育訓練，協助理專提升專業，包含:市場/產品等。與分行經理及業務主管合作，進行顧客分析並提供合適的投資理財規劃諮詢，符合客戶需求。提供策略面的專業，協助分行提升分行績效與理專生產力。 Responsibilities: - IC play the role as the speaker for the small client seminar held at each branch. - To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors. - IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people. - Refine the sales trainings via morning update and informal communications with sales people. - Co-work with BBM and sales lead on the analysis of customer composition, and help BBM/sales lead and sales to develop suitable product/pricing strategy to service the customers at the branch level. - IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs. - Help in writing the market outlook/product related materials for the purpose of sales training and role plays. - Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients. - Responsible for the feedback of voice and requirements to CIIP research team and product teams. - Develop strategies to help TRM to acquire new customers and to acquire new money.金融市場常識與職業道德,投信投顧相關法規（含自律規範）,信託業業務人員信託業務專業測驗,衍生性金融商品銷售人員

＜ 注意事項 ＞ 1. 請至JIM bot進行第一階段申請: Jim - 資深豐盛理財客戶經理 (https://dbs-prod.impress.ai/careers/icareers/html-widget/chat-widget/92e652f2-3ac7-450c-b36a-89cf9dbbd7b4/) - 2023的評估 (impress.ai) (建議用Google Chorme瀏覽器開啟) 2. 請至DBS官方網站，註冊帳號密碼後，點選「線上應徵」進行第二階段申請 資深豐盛理財客戶經理 (https://careers.dbs.com/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=21000002&lang=zh_TW) e-JD(透過影片可更了解DBS RM的實際工作樣貌): https://www.youtube.com/watch?v=rhKNH4M2a-o 1.透過卓越的客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富 2.依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務 3.透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資) 4.https://www.youtube.com/watch?v=rhKNH4M2a-o

1.行銷管理及業務推展 (1)主動開發及服務內部同仁所推薦的潛在客戶及從分行及外部擴增客戶來源。 (2)協助分行業務經理領導業務團隊並提昇保險銷售績效，以達成分配給自己及分行的整體保險業績目標。 (3)透過客戶服務、交叉銷售、分行宣傳活動等來深耕客戶關係並建立品牌知名度，以擴增客戶基礎。 (4)參與例行性的教育訓練及銷售活動等，並與分行服務經理等服務同仁密切合作，以有效開發服務同仁所推薦的潛在客戶。 (5)定期召開業績檢討會，以提升銷售同仁的產能。 (6)與客戶維持良好的關係，滿足客戶的財務需求，並提升客戶與本行往來的業務種類。 (7)確定銷售同仁的銷售行為係依據並符合內部政策、標準、準則、規章及主管機關及監理機構所訂定的規章及法規。2.人才及客戶體驗管理 (1)培訓發展及輔導銷售同仁，以提升其保險銷售績效及與客戶間的互動關係。 (2)與銷售同仁保持明確及即時溝通，以共同達成保險銷售目標。 (3)建立團隊成員中的信任及士氣，並能與分行中的其他同仁密切合作。 (4)協助分行業務經領導業務團隊提供客戶最佳的金融服務，並達到在多個客户滿意度調查/ 追踪計畫中（例如神秘顧客及電話服務調查）針對保險的預設滿意度水準。 3.稽核及合規監控 (1)確保完全符合內部政策、標準、準則及規章及主管機關及監理機構所訂定的規章及法規。 (2)透過教育、監控及有效的補救措施協助分行業務經理提升分行營運的控制及合規質量，並密切的與分行服務經理合作以保持銷售團隊的營運標準。4.分行行政管理 (1)滿足客戶的需求，並依據本行的客戶申訴處理準則及時的解決客戶抱怨案件。 (2)反映並建議分行業務經理有關於客戶的意見及競爭對手的作法。

＜ 注意事項 ＞ 1. 請至JIM bot進行第一階段申請: Jim - 資深豐盛理財客戶經理 (https://dbs-prod.impress.ai/careers/icareers/html-widget/chat-widget/92e652f2-3ac7-450c-b36a-89cf9dbbd7b4/) - 2023的評估 (impress.ai) (建議用Google Chorme瀏覽器開啟) 2. 請至DBS官方網站，註冊帳號密碼後，點選「線上應徵」進行第二階段申請 資深豐盛理財客戶經理 (https://careers.dbs.com/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=21000002&lang=zh_TW) e-JD(透過影片可更了解DBS RM的實際工作樣貌): https://www.youtube.com/watch?v=rhKNH4M2a-o 1.透過卓越的客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富 2.依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務 3.透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資) 4.https://www.youtube.com/watch?v=rhKNH4M2a-o

【About DBS】 星展銀行總部位於新加坡，是全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，非常希望邀請您加入我們的行列! 【您可能會想知道】 • 正職員工到職滿 6 個月後，即可申請每周彈性在家工作 2 天，兼顧生活和工作平衡 (實際情況依各部門安排另有不同)) • 入職即享年假最低 14 天+1 天 Birthday Holiday • 到職即享萬元的彈性補助金，可用於家族旅遊或多項生活津貼 • 將有許多與國外夥伴合作的機會，能累積國際溝通和商業英語能力 【Key Responsibilities】 1. Working with Developers -UR impact analysis -Requirement design 2. Support SIT Tester for question clarification. 3. Support Business for new enhancement. -Requirement detail discussion -Document and progress update -UAT / LV support 4. BAU Support -Issue fixing ( IDM, Interface, functional, and so on) , Product Patch, System Infra Upgrade: -Critical Parameter setup -Document and progress update -Clarify the issue root cause to Business -UAT / LV support財務金融學類,資訊管理學類,資訊工程學類

＜ 注意事項 ＞ 1. 請至JIM bot進行第一階段申請: Jim - 資深豐盛理財客戶經理 (https://dbs-prod.impress.ai/careers/icareers/html-widget/chat-widget/92e652f2-3ac7-450c-b36a-89cf9dbbd7b4/) - 2023的評估 (impress.ai) (建議用Google Chorme瀏覽器開啟) 2. 請至DBS官方網站，註冊帳號密碼後，點選「線上應徵」進行第二階段申請 資深豐盛理財客戶經理 (https://careers.dbs.com/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=21000002&lang=zh_TW) e-JD(透過影片可更了解DBS RM的實際工作樣貌): https://www.youtube.com/watch?v=rhKNH4M2a-o 1.透過卓越的客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富 2.依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務 3.透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資) 4.https://www.youtube.com/watch?v=rhKNH4M2a-o

＜ 注意事項 ＞ 1. 請至JIM bot進行第一階段申請: Jim - 資深豐盛理財客戶經理 (https://dbs-prod.impress.ai/careers/icareers/html-widget/chat-widget/92e652f2-3ac7-450c-b36a-89cf9dbbd7b4/) - 2023的評估 (impress.ai) (建議用Google Chorme瀏覽器開啟) 2. 請至DBS官方網站，註冊帳號密碼後，點選「線上應徵」進行第二階段申請 資深豐盛理財客戶經理 (https://careers.dbs.com/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=21000002&lang=zh_TW) 1.透過卓越的客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富 2.依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務 3.透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資) 4.https://www.youtube.com/watch?v=rhKNH4M2a-o