24789095 Vice President, Relationship Manager, Financial Institutions, Taipei(刊期已經結束)

1.資金需求規劃。 

2.協助貸款額度不足的客戶申請貸款。 

3.透過安全的財務規劃幫客戶申辦適合的貸款專案。 

我們不僅僅是幫客戶辦理貸款 

更是他們專業的財務規劃顧問 

* 我們有的是，全方位消費金融貸款產品， 

銀行信貸，車貸，機車貸，商品貸，房貸、企貸專案說明。 

* 優於業界的獎金制度，完整金融產品線，不怕比較。 

* 【保障底薪】，讓你有信心能學習、成長、累積客源 

* 歡迎不怕生，追求百萬年薪的人才。 

* 無經驗願意接受公司金融專業培訓者尤佳。 

* AI助理，讓工作事半功倍 

* 大規模的廣告行銷，讓你不缺案源 

* 客源穩定多元，工作內容單純 

* 不需外訪，工作環境敞亮舒適，團隊氣氛佳 

* 公司位處黃金地段，鄰近市政府捷運站一分鐘

工作內容 

（A）行銷管理及業務推展  

1)領導及推動總行核訂的行銷策略，以達成分配給分行的整體業績目標。  

2)擬定銷售策略及業務計畫以確定及掌握分行特定的商機。  

3)有效利用分行的銷售資源，輔導並協助客戶經理進行銷售行為，以達成業績目標。  

4)確定員工關注主要銷售活動的先後順序，確保有效的行銷方案成功實施。  

5)向業務管理及客戶策略主管反映客户回饋及同業競爭情形並提出建議。  

6)確定所有員工依據並完全符合內部政策、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。 

（B）人才管理及協助招聘  

1)透過有效的招聘、資源規劃及人力調度來確保充分的員工配置，以強化日常銷售及營運生產力。  

2)分辨員工的能力差異及缺點，推薦培訓發展計畫並追踪培訓後改進情形。  

3)培訓發展及教導個別員工，提高其業績及改善效率。  

4)督導員工的日常工作表現並維持員工紀律。  

5)與員工保持明確及即時溝通，提供激勵及支持，以鼓勵他們達成目標。  

6)建立分行團隊成員中的信任及士氣，公平地處理員工問題。 

（C）客户體驗管理  

1)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）的預設滿意度水準。  

2)督導員工的日常服務質量及分行的環境，以符合銀行要求的標準。  

3)對客戶的特别要求提供快速的回應，確保客户的口頭及當面投訴可以按照内部準則得到即時地處理及解決。 

（D）稽核及合規監控  

1) 確保完全符合内部政策、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) 透過領導、教育、監控及有效的補救措施提升分行營運的控制及合規質量。 

教育經歷 

良好的教育背景，擁有大學學歷者優先考虑； 

必須同時具備以下主管機關相關證照/資格要求及規範； 

一、銀行業具有業務或交易核准權限之各級主管資格 (以下三擇一) 

1.曾擔任內部稽核單位之稽核人員實際辦理內部稽核工作一年以上者(需有工作經歷證明)  

2.內稽內控合格證照  

3.出具主管機關認定機構所舉辦之稽核人員研習班或電腦稽核研習班結業證書 

二、稽核經驗相關資格 (以下三擇一) 

1.曾任他行國內營業單位之分行經理資格證明(如:離職證明書中有清楚記載其職務名稱)  

2.曾擔任內部稽核單位之稽核人員實際辦理內部稽核工作一年以上者(需有工作經歷證明)  

3.出具就任前於半年內曾參與內部稽核單位之查核實習四次(含)，由總稽核出具證明書。  

三、具備業務方面的證照 

1.金融市場常識與職業道德  

2.信託業務人員證照  

3.結構型商品銷售人員證照  

4.投信投顧業務人員測驗 (投信投顧相關法規含職業道德.自律規範測驗合格證明 / 證券投信投顧事業業務人員證照 / 證券商高業人員證照，三擇一)  

5.人身保險業務人員證照  

6.投資型保險業務人員證照  

7.人身保險業務員銷售外幣收付非投資型保險商品證照  

8. 必須符合主管機關相關訓練的要求及規範；  

9. 可良好的運用英語及國語；  

10. 熟悉主管機關對銀行業的規範。 

工作經驗 

在個人消費金融領域7年工作經驗，包括至少在銷售管理上擁有4年工作經驗。

客戶要資金但車貸沒空間申辦~ 

車貸客戶經營許久，目前沒有專案額度申請 

客戶有資金規劃，又怕找不到正規窗口 

* 全台獨家車貸高成專案 

* 全方位消費金融貸款產品，銀行信貸，車貸，機車貸，商品貸，房貸、企貸專案說明。 

* 擴大經營，招聘有車貸經驗的人才。 

* 優於業界的獎金制度，完整金融產品線，不怕比較。 

* 公司位處黃金地段，鄰近市政府捷運站一分鐘

Business Function 

As a leader in treasury operations, DBS extends a broad range of capabilities in foreign exchange and derivatives, money market and securities trading, to corporations and financial institutions. DBS trades in a comprehensive product range, including foreign exchange, as well as interest rates and derivatives. Treasury & Markets (T&M) provides total solutions to serve DBS clients‘ hedging and investment needs with a regional emphasis. We have a strong record in providing innovative wealth management solutions to our individual investors. We are a leader in SGD and regional products with an excellent, customer-driven research capability and with cutting-edge risk management technology and systems. 

Responsibilities: 

- Collaborate with sales teams and clients to understand their needs and objectives for financial transactions. 

- Design and create customized financial structures that align with client requirements, considering factors such as risk appetite, cost-effectiveness, and legal compliance. 

- Conduct thorough quantitative and qualitative analyses to evaluate the feasibility and profitability of proposed structures. 

- Collaborate with legal and compliance teams to ensure structures adhere to regulatory guidelines and mitigate legal risks and prepare English & Chinese term-sheet. 

- Monitor and assess the performance of structured transactions, providing recommendations for adjustments or refinements as needed. 

- Stay updated on industry developments, emerging trends, and regulatory changes that may impact structured finance activities. 

- Contribute to the development and enhancement of structuring methodologies, tools, and processes to improve efficiency and accuracy.

＜ 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) 

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

《Job Duties & Responsibilities》  

• Acquire new affluent customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections 

• Build strong customer relationships and deliver customer-focused solutions to exceed customer expectations and increase the share of customers‘ wallets 

• Align actions to customer needs, identify customer needs through financial need analysis / investment profile review, and offer differentiated solutions of banking and wealth management products / services in line with customers’ changing profile and needs 

• Achieve assigned sales and business targets, and maximize contributions to the revenue of DBS Treasures Private Client 

• Increase product utilization and penetration by proactively updating customers on the latest product / market information and their account status

1. 接聽並回覆客戶來電，耐心解答產品或服務相關問題。  

2. 協助處理日常行政文書作業，確保文件分類與歸納正確。  

3. 協助更新和管理客戶資料庫，確保持續性與準確性。  

4. (加分非必要) 有財經會計知識優勢，支援財務分析或報表基礎作業更佳。

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.

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。

Job Description 

1. Support sales head/team lead for business planning/strategy execution to achieve the sales revenue target; selective clients coverage 

2. Overseeing various projects/sales initiatives aimed at improving Sales team work flow efficiency in the fast pace environment 

3. 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.

擔任存匯收付櫃員及金融商品協銷。 

職務條件如下: 

1.大學以上商學系所畢業。 

2.具一年以上銀行存匯經驗。

1.分行業務推展規劃及執行，達成分行業務目標。 

2.招募、訓練理財業務人員，提升理財業務人員專業智能。 

3.協助及輔導理財業務人員業績與團隊激勵，提昇銷售動能。 

4.協助理財業務人員開發客戶、深耕客戶關係，提高客戶滿意度。 

5.督導理財業務人員銷售行為，落實遵法與內控。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.提供客戶全方位理財建議與規劃。 

2.金融商品銷售與諮詢等多樣化金融服務。

1.VIP客戶開發與維護。  

2.透過個人理財諮詢與金融商品行銷服務為客戶創造最大價值。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.具備達成個人業績預算目標的企圖心。  

2.負責開發新客源，積極拓展法人金融相關業務，如衍生性金融商品、資本市場產品、進出口業務、應收帳款業務等。  

3.具備產業分析、財務報表分析、企業授信架構規劃、風險評估以及客戶現場訪查的能力與經驗。  

4.需培育業務助理員(ARM)以及指導/覆核ARM製作之客戶徵信文件與作業流程等。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.執行法人金融客戶開發及維護等相關業務，以達成公司賦予之年度業績目標。  

2.執行授信案件申請、文件彙整、授信後管理等相關作業。  

3.確實遵守授信相關規範，以符合法令遵循並減少作業風險。  

4.協助法人金融人員相關訓練，包括專業知識及業務經驗分享。 

※本職缺歡迎身障人士主動投遞履歷應徵

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism. 

Shape your Career with Citi 

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 Emerging Corp Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. 

Responsibilities: 

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations 

Introduces solutions to clients in building and strengthening an effective portfolio; 

Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs 

Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; 

Identifies cross-sell opportunities to deepen and increase share of wallet; 

Maximizes client experience by proactive sharing markets updates, trend and intelligence; 

Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate 

Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) 

Networks with clients to identify avenues for new business opportunities; 

Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes 

Ensures compliance with regulatory requirements and Citi‘s policies / guidelines at all time 

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.

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 Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We’re currently looking for a high caliber professional to join our team as Securities & Derivatives Analyst, Taiwan - Hybrid (Internal Job Title: Securities & Derivatives Analyst 1 - C09) based in Taipei, Taiwan.  

The Securities & Derivative Analyst 1 is an entry 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 assist in the clearance, settlement and investigation of client securities and derivatives transactions. 

In this role, you’re expected to:  

Perform trade verifications to ensure accuracy of booking requests 

Generate and match trade confirmations according to the International Swaps and Derivatives Association (ISDA) templates 

Complete settlement tasks and daily rate revaluations accurately and on time 

Coordinate transaction processing issues to the appropriate department and collaborate on a solution 

Perform regulatory controls, account reconciliations, and record retention activities in accordance with established policies 

Prepare and submit periodic internal and external regulatory reports 

Participate in the periodic General Ledger (GL) proofing exercises as directed 

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.