【台北101｜國際地標職場】916 - 理財產品/結構型商品PM

1.信用風險、國家風險、流動性風險、利率風險及氣候風險等各項風險指標之日常管理與監控 

2.資料蒐集、分析與研究，圖表製作及撰寫專案報告 

3.公文寫作與專案文書企劃、PPT簡報製作 

※本職缺歡迎身障人士主動投遞履歷應徵

1.基金/海外債產品上架(新產品引進) 

2.基金/海外債行銷活動規劃與推動(內外部行銷專案) 

3.基金/海外債與上手行政庶務 

4.基金/海外債平台與系統優化(功能新增與優化改善) 

5.擔任理財業務人員商品專業知識之訓練講師 

6.輔銷資料及例行報表製作 

※本職缺歡迎身障人士主動投遞履歷應徵

1. 外匯交易拋補。 

2. 與交易上手聯繫與溝通相關工作。 

3. 熟悉彭博、路孚特資訊軟體。 

4. 製作交易相關報表。 

5. 協助處理其他主管交辦事項。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.負責活期存款存提款及轉帳業務。 

2.辦理各項掛失止付業務。 

3.辦理客戶定存設定、定存質借、質權設定等業務。 

4.負責全分行的資金調度及現金收付業務。 

5.負責國內匯兌業務。

1.輔導通路銷售理財商品。 

2.協助理專執行客戶投資商品理財分析、陪訪或提供客戶規劃服務。 

3.提供理專市場分析資訊與投資銷售策略諮詢，各式投資面銷售問題諮詢窗口。 

4.協助各項理財及投資說明會的舉辦。 

5.負責投資商品銷售教育訓練。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.各類存款產品營運、策略發展、行銷活動與專案規劃與執行。 

2.存款及外匯作業流程優化。 

3.新存款產品或專案規劃與開發。 

4.代收付、薪轉業務之推廣及系統作業流程與功能優化。 

※本職缺歡迎身障人士主動投遞履歷應徵

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.負責駐點分行房貸業務推廣，和分行商圈通路經營。 

2.透過產品流程培養房貸專業技能、產品銷售技巧、客戶經營開發等職能。 

3.協助轉介個人財管經營與金融商機 

※請至中信官方招募網站投遞履歷： 

https://ctbcholding.wd3.myworkdayjobs.com/zh-TW/External/details/LFA-_JR2402

1.個人房貸/信貸/信用卡案件徵信 

2.電話照會 

此職務工作地點為台北市及中壢區 

※本職缺歡迎身障人士主動投遞履歷應徵

1. 協助PM結構融資、聯合授信案授信架構擬定。 

2. 協助籌組聯貸銀行團(含聯合授信說明書之製作)、銀行關係之建立與維護、聯貸業務客戶之聯繫。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.協助PM就各式信託商品架構及信託契約之擬訂、簽核。  

2.信託附屬業務。 

3.洗錢防制及受益人辨識作業。 

4.其他主管交辦事項。 

※本職缺歡迎身障人士主動投遞履歷應徵

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

(A) 櫃台交易處理 

1. 處理現金、支票、國內外匯款及外匯交易。 

2.為客戶提供櫃台服務。 

3.處理開戶/ 銷戶、存款/ 放款相關程序。 

4.得管理櫃檯現金運轉，通過對現金、貴重物品、金庫/鑰匙和密碼的有效監控和保管來實行分行交易運作。 

(B) 推銷銀行產品/ 服務 

1.在處理櫃台交易時，辨別潛在客戶並將其引薦給銷售人員，在適當情況下向客戶交叉銷售銀行產品。 

(C) 客戶體驗管理 

1.按照銀行要求的服務標準，為客戶提供優質的服務。 

2.處理和跟進客戶的查詢、要求和交易，以確保客戶滿意度。 

(D) 稽核和合規監控 

1.遵守銀行的政策、標準、操作準則/ 規程、保安和內部控制及合規措施。  

2.遵守政府和金管會制定的規則和規定。

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.

(A) 櫃台交易處理 

1. 處理現金、支票、國內外匯款及外匯交易。 

2.為客戶提供櫃台服務。 

3.處理開戶/ 銷戶、存款/ 放款相關程序。 

4.得管理櫃檯現金運轉，通過對現金、貴重物品、金庫/鑰匙和密碼的有效監控和保管來實行分行交易運作。 

(B) 推銷銀行產品/ 服務 

1.在處理櫃台交易時，辨別潛在客戶並將其引薦給銷售人員，在適當情況下向客戶交叉銷售銀行產品。 

(C) 客戶體驗管理 

1.按照銀行要求的服務標準，為客戶提供優質的服務。 

2.處理和跟進客戶的查詢、要求和交易，以確保客戶滿意度。 

(D) 稽核和合規監控 

1.遵守銀行的政策、標準、操作準則/ 規程、保安和內部控制及合規措施。  

2.遵守政府和金管會制定的規則和規定。

職務條件如下: 

1.專科以上學歷畢業。 

2.具二年以上銀行存匯及授信經驗。 

3.具撰寫徵信報告及業務推展能力。