【台北101｜國際地標職場】916 - 理財產品PM

In this role, you’re expected to:  

Client Services: 

Serve as a primary point of contact for internal and external client inquiries via email and phone, providing timely and accurate resolutions with regards to pre/post trade issues and enquiries. 

Trade Lifecycle Management: 

Resolve complex process problems in global and local systems which require an in-depth evaluation of basic securities processing procedures and industry standards. 

Process pre trade/trade capture, allocations, confirmations/affiliations, FOBO/P&L reconciliation, and client service. 

System & Data Integrity: 

Oversee the set-up of new client, while representing a securities processing team, and acting as the analytical and procedural expert. 

Serve as analytical or procedural expert for securities processing deliverables/initiatives. 

Assist with the development of new techniques and streamlining trade processing activities. 

Regulatory & Exchange Reporting: 

Prepare and submit mandatory reporting to the exchange, including Day Trading and Omnibus allocation, ensuring full compliance with regulatory requirements. 

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.

Citi Commercial Bank offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to Mid-Market companies, with an international footprint. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business & Professional Services, Industrials, Digital, Technology & Communications, Consumer and Healthcare. 

The primary responsibility of the Associate will be, in cooperation with the Senior Relationship Managers, servicing the banking & financing needs of international Mid-Market clients, deepening existing client relationships and acquiring & onboarding new commercial banking clients. 

Responsibilities: 

Build relationships with Citi network and operational teams, becoming one of the key contacts for clients’ requests, internal requests/escalation and resolution. 

Support Senior Relationship manager in management of assigned portfolio of clients. 

Work closely with Senior Relationship Managers to ensure we provide a ‘Client First‘ approach and help to deliver outstanding day to day banking & operational support to our Mid-Market clients. 

In cooperation with Senior Relationship Manager calls on clients and maximise ‘One Citi’ client experience, by proactively leveraging and sharing Citi’s market leading insights, global network and solutions. 

Monitor and support products’ implementation processes, clients on-boarding process and manage sales CRM platform. 

Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met. 

Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams. 

Work with Senior Relationship Managers to analyse client relationships, risks & opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review & preparation. Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes. 

Understand key commercial banking processes & solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products. 

Support Senior Relationship Managers on solutioning assessment, preparation of pitch books and meeting materials, assists with new clients’ acquisition. 

Work collaboratively with key internal stakeholders across CCB, share best practice across teams in order to deliver ‘best in class‘ relationship management to new and existing clients. 

Appropriately assess risk when business decisions are made, demonstrating 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

1.監督/覆核/執行日常市場風險管理工作(金融商品評價、限額控管、管理報表製作、價格偏離檢查…) 

2.市場風險相關會議/專案之參與/呈報/決策 

3.其它部門間市場風險相關控管工作之溝通與協調 

4.上級主管各項交辦任務 

※本職缺歡迎身障人士主動投遞履歷應徵

1.海外債銷售通路之業務推廣與教育訓練 

2.海外債銷售通路之債券報價與交易執行 

3.協助銷售端服務及問題排除 

4.維護客戶(金融同業、企業法人或自然人)關係 

5.其他及主管交辦事項

1.海外債券產品管理、上架規劃、文件製作與維護、推廣及業務協調 

2.國際總體經濟分析及海外債券標的分析報告 

3.協助海外債券報價與交易執行 

4.協助銷售端服務及問題排除 

5.相關系統及流程規劃 

6.其他及主管交辦事項

1. Responsible for the Product Profitability. 

2. Develop Product Plans for GTS Products that will encompass market analysis, product definition, competitive scan, pricing, costing and revenue strategies, customers’ buying behaviour etc. 

3. Develop business plan to promote/market the sale to targeted clients. 

4. Develop new products, enhance and repackage existing products and always balancing both the product revenue and risk aspects of the equation at all times. 

5. Develop and standardise Policies and Procedures. 

6. Work with GTS Sales to obtain competitive information from customers / market with regard to product functionalities, capabilities and features of competitors’ product and services. 

7. Identify product gaps & new opportunities and develop new products / programs. 

8. Develop Marketing Collaterals & Training Materials 

9. Responsible for NPA for all new products & services launched in the country

Job Summary: 

The Specialist will be responsible for driving digitization and datadriven operating model (DDOM) to the dealing room by providing technical expertise in the areas of data analysis, digital solutions, and automation. This role will work closely with cross BU/SU and cross-country colleagues to identify business opportunities for digital solutions, advanced analytics, and machine learning techniques to improve customer experience, internal efficiency, and drive revenue growth. 

Responsibility: 

★ Collaborate with the dealing room team and other departments to identify and collect relevant data to develop new strategies and tactics based on market insights and data analysis in compliance with regulatory requirements and internal policy 

★ Maintain the local T&M data pipeline within ADA to support all analytics and modelling from enterprise ADA 

★ Align to regional change management framework for data to be adopted into Taiwan 

★ Work with overseas data colleagues in Hong Kong and Singapore and to port over analytics tools and models fit for local Taiwan T&M use 

★ Analyze data to identify trends, opportunities for revenue growth, and areas for improvement 

★ Apply statistical modeling and machine learning techniques to develop predictive models and algorithms to drive business outcome 

★ To work with internal/external teams on exploring or creating new business models to drive new revenue streams 

★ Manage implementation of digital solutions with clients 

★ Communicate findings and recommendations to stakeholders in a clear and concise manner 

★ Conduct research and stay up-to-date with industry trends and best practices in data analysis, digital solutions, and automation, and provide recommendations for new tools or platforms that could benefit the dealing room 

★ Work with marketing and product management teams to drive revenue growth and client acquisition through digital channels 

★ Perform other related duties as assigned

【團隊定位】 

1.協助全行 AI 整體發展規劃，包括 AI 中台（統一資料、模型管理與服務治理）、AI Server Pool（高性能算力資源調度）以及 AI 治理框架（合規、風險與倫理審查）。 

2.結合創新與技術的前沿部門，專注於為遠銀內部提供 AI 人機協作解決方案。 

3.鼓勵跨功能共享、創意實驗，並可參與「從 0 到 1」的 AI 專案落地。 

4.採用彈性混合辦公模式，兼顧生活與工作。 

【職責內容】 

✅ 需求挖掘與業務對接：主導跨部門訪談，識別 AI 應用痛點與商業價值。 

✅ AI 工具運用：熟練使用 Canva、NotebookLM、n8n、Agent Builder 等 AI 工具，快速搭建可商用解決方案。 

✅ 專案規劃與執行：制定 AI 專案路線圖、資源配置與時程表，確保按期交付。 

✅ AI 治理與合規：擬定內部 AI 使用政策，監控風險、模型表現及合規性。 

✅ 外部合作媒合：根據需求選擇第三方 AI 供應商，協調技術、商務與法規條件。 

✅ 效能追蹤與報告：建立 KPI/ROI 評估機制，定期向高層匯報 AI 專案效益。 

【加入我們，你將收穫】 

⭐ 從零到一的 AI 專案實戰機會，親手將創意落地。 

⭐ 跨功能分享：與業務、資訊安全、法規合規等多部門協作，擴展視野。 

⭐ 彈性工作模式：混合辦公，兼顧專業發展與生活品質。 

⭐ 成長資源：內外部技術培訓，持續提升專業能力。