
此職缺的所有相似工作:
(共78筆)
24819118 Cash and Trade Procurement Rep, Taiwan
花旗(台灣) 商業銀行股份有限公司(花旗銀行)
|銀行台北市松山區|面議(經常性薪資4萬/月含以上)展開收合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
Citi’s Treasury and Trade Solutions (TTS) provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life.
We’re currently looking for a high caliber professional to join our team as Client Onboard Rep, Taiwan - Hybrid (Internal Job Title: Client Onboard Rep - C05) 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 Cash and Trade Proc Rep 5 is an entry level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The overall objective is to perform moderately complex cash & trade operation tasks, by providing processing assistance for assigned projects.
In this role, you’re expected to:
Perform cash management operations, such as cash handling, check processing, tax / commercial card payments
Execute Foreign Inward Investment Reporting (FIIR) and Paylink transaction according established procedures and deadlines
o Incoming cross-border transactions in TWD handling
o Domestic remittance processing
o Dividend / ACH / Utility payment
Maintain accurate records and documentation of all transactions
Responsible incoming inquiries via various channels
Assist the department in the implementation of various projects
Conduct UAT / PROD testing when required
Ensure compliance with all relevant financial regulations and internal controls
Support general functions
國內法人台股業務人員
統一綜合證券股份有限公司-總公司 (統一證券)
台北市松山區|月薪 35,000~45,000元展開收合1.開發及維護程式交易台股客戶
2.開發及拓展國內金融法人客戶
3.客戶關係維繫
4.主管交辦事項
總公司東興營業部營業員
統一綜合證券股份有限公司-總公司 (統一證券)
台北市松山區|月薪 28,590~35,000元展開收合1.有價證券受託買賣。
2.各類金融商品銷售、及提供理財諮詢。
3.客戶開發拜訪、維護及上市櫃公司聯絡。
4.研究與行政業務支援。
營業員
致和證券股份有限公司 (台南總公司)
台北市松山區|月薪 28,750元 以上月薪 28,750元 以上|經驗不拘|學歷不拘展開收合1.推廣證券經紀業務,協助客戶下單及交易執行。
2.提供金融產品介紹,解說經紀及承銷業務內容。
3.協助開立證券帳戶,審核相關資料並完成資料建檔。
4.分析市場消息與動態,提供投資建議與操作策略。
5.處理客戶借貸申請,提供相應貸款業務建議。
6.協助銷售業務,完成客戶需求評估與文件處理。
24803323 Cash and Trade Procurement Rep, Taiwan
花旗(台灣) 商業銀行股份有限公司(花旗銀行)
|銀行台北市松山區|面議(經常性薪資4萬/月含以上)展開收合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
Citi’s Treasury and Trade Solutions (TTS) provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life.
We’re currently looking for a high caliber professional to join our team as Client Onboard Rep, Taiwan - Hybrid (Internal Job Title: Client Onboard Rep - C05) 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 Client Onboard Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.
In this role, you’re expected to:
Processes client’s requests related to system set up including signatories’ updates and documentation lodgment.
Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
Provides response to client and internal inquiries.
Prepares documentation for archiving.
Applies appropriate bank’s regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
Documents operation procedure updates.
Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels.
Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
Ensures high levels of client satisfaction through strong product, process and client knowledge.
Identifies and suggests process improvements.
Assists in the implementation of validated process improvements.
Understands procedures and controls for operational processes.
Supports Manager with quality assurance process.
Participates in user acceptance test of new systems.
證券櫃檯人員[汐止]
第一金證券股份有限公司
台北市松山區|月薪 28,590~35,000元月薪 28,590~35,000元|2年工作經驗以上|專科、大學、碩士、博士展開收合◎ 駐點第一銀行證券櫃檯之服務專員
◎ 辦理客戶證券、期貨及複委託開戶服務
◎ 銀行駐點客戶開發、客戶諮詢及共同行銷業務推廣
證券營業員[光復]
第一金證券股份有限公司
台北市松山區|月薪 28,590~35,000元月薪 28,590~35,000元|2年工作經驗以上|高中職、專科、大學、碩士、博士展開收合◎ 辦理有價證券及期貨之受託買賣
◎ 辦理複委託買賣海外商品業務
◎ 拓展業務及開發客戶
◎ 共同行銷展業
【經紀】儲備分公司經理人
群益金鼎證券股份有限公司(群益金鼎證券)
台北市松山區|月薪 60,000元展開收合歡迎對金融產業且擅長帶領團隊的你,加入群益金鼎這個大家庭!
1.具備六年以上金融相關工作經驗,兩年以上金融管理經驗尤佳
2.擔任營業櫃台主管,帶領營業同仁達成分公司各項業務目標。
3.具財富管理業務推展能力
4.具數位平台業務開發能力
5.具備培訓數位營業員能力和社群經營能力尤佳
歡迎證券業務高手以及銀行業理專高手前來挑戰!!!
全省分公司熱烈招募中,投遞履歷請註明希望工作地點
總公司營業二部財富管理顧問
統一綜合證券股份有限公司-總公司 (統一證券)
台北市松山區|月薪 30,000~100,000元展開收合負責推廣分公司理財業務及客戶開發,商品包含股票/基金/海外債/結構型商品/保險/車險……等,涵蓋所有財富管理銀行之全方位商品。
總公司營業二部財富管理組長
統一綜合證券股份有限公司-總公司 (統一證券)
台北市松山區|面議(經常性薪資4萬/月含以上)展開收合1.負責分公司理財業務人員招募作業
2.帶領業務團隊開發財管客戶客戶,達成理財團隊目標
3.主管交辦事項
國際法人部海外股票交易員
統一綜合證券股份有限公司-總公司 (統一證券)
台北市松山區|月薪 30,000~60,000元展開收合1.交易機構法人與一般投資人海外股票、債券及境外結構型商品
2.與海外上手進行交易作業
3.交易相關業務及協助系統規劃與測試作業
4.其他主管交辦事項
經紀通路財富管理顧問
統一綜合證券股份有限公司-總公司 (統一證券)
台北市松山區|月薪 40,000~60,000元展開收合1.聯繫及開發分公司久未往來之證券客戶
2.客戶關係管理及理財商品(基金、海外債、保險、結構型商品…等)銷售
3.主管交辦事項
【統一證券百萬超業養成計畫】(全省分公司)
統一綜合證券股份有限公司-總公司 (統一證券)
台北市松山區|月薪 28,590~35,000元展開收合1. 受託買賣國內外有價證券(台股、海外股票)、期貨交易輔助等業務。
2. 各項財富管理商品銷售(基金、保險、境內外結構型商品、海外債券等)。
3. 依據客戶投資理財需求規劃合適商品。
4. 提供財富管理商品相關諮詢服務。
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