【台北101｜國際地標職場】910 - 信託產品科助理

1.銀行保險行政作業覆核(包括進件、照會、保全與追蹤等作業)。 

2.法令遵循作業。 

3.分行保險作業諮詢。  

4.保險公司行政作業連繫。 

5.部門人事差勤管理。 

6.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.協助PM授信案件結構融資案件撰寫。  

2.協助聯貸案授信管理。 

※本職缺歡迎身障人士主動投遞履歷應徵

法人金融業務、結構融資、國內聯貸授信案產品設計，並協助營業單位成就授信案。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.協助聯貸案授信管理。 

2.協助PM授信案件結構融資案件撰寫。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.執行金融商品之交易清算與交割相關作業。 

(1) 外匯暨衍生性商品交易清算、帳務、電文、確認書等作業。 

(2) 結構型商品(DCI、SI) 交易清算、帳務、電文、確認書等作業。 

2.整合或製作金融作業相關商品之報表(含月/季/半年/年報)，以符合主管機關要求。 

3.配合定期遵法檢視及風險自評，確保各項業務符合法令遵循要求。 

4.主管交辦事項。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.公文擬辦與處理。‘ 

2.申請文件審核。 

3.撰寫各類文書及相關行政作業。 

4.受託事務風險控管及內部控制作業。 

※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

1. 協助客戶關係經理(RM)完成授信相關事務，確保案件順利撥貸。  

2. 協助客戶關係經理(RM)拓展法人金融相關業務。  

3. 確保所製作之案件相關文件符合法令規定及相關作業規範。  

4. 績效及管理相關報表製作。

1.金錢、不動產、有價證券、金錢債權及其擔保物權等信託業務開發與推展。 

2.信託架構之設計與規劃。 

3.信託契約擬訂。 

4.信託案件執行與管理。 

※本職缺歡迎身障人士主動投遞履歷應徵

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.

Responsibilities: 

Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies, and processes 

Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc. 

Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products 

Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management 

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.

Key Responsibilities: 

Client Management & Growth: Serve as a primary client contact, addressing inquiries, managing escalations, and supporting Senior Relationship Managers in portfolio management. Drive client acquisition and onboarding, leveraging Citi‘s global insights and solutions. 

Financial & Credit Analysis: Assist with comprehensive client relationship analysis, including credit application write-ups, financial spreading, deal structuring, and documentation. Administer credit relationships, ensuring adherence to institutional policies. 

Operational Support & Compliance: Facilitate product implementation, manage client onboarding processes, and maintain CRM data. Ensure strict adherence to global KYC standards and compliance deliverables. 

Collaboration: Build strong internal ties with global Commercial Banking teams, product teams (Cash Sales, Trade Finance, Markets), and Underwriting/Risk teams to deliver integrated client solutions and share best practices. 

Risk Management: Proactively assess and mitigate risks in business decisions, ensuring compliance with laws, policies, and ethical standards to safeguard Citi‘s reputation and assets. 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

正在尋找一份既穩定又能持續成長的職涯嗎？ 

在新光銀行，你不只是找到一份工作，而是開啟一段能安心起步、逐步晉升的職涯旅程。 

無論你是剛畢業的新鮮人，還是正在尋找轉職契機的專業人才，這裡都有屬於你的舞台。 

我們相信，每一位加入新光的人，都能在完整的培訓、清晰的升遷制度，以及多元的職系發展中，找到自己的方向。 

【關於新光銀行】 

• 你不用擔心沒經驗：完整新人訓練，讓你安心起步 

• 你能規劃未來藍圖：存匯、行銷、信託、中後台等多元職系等你探索 

• 你能兼顧生活與工作：優於勞基法的特別休假，休息更有保障 

• 你能持續成長：每年一萬元學習福利金，支持你考證照、進修語言或專業課程 

• 你能看見努力成果：穩定薪資福利、明確升遷制度、友善文化，讓付出有回報 

【你將參與的工作內容】  

• 負責活期存款、提款、轉帳等前台服務 

• 辦理掛失止付、定存設定、質借等業務 

• 國內匯兌與分行資金調度管理

法金授信專案規劃及管理 

1.法金e-Loan專案流程規劃與管理 

2.聯徵查詢管理 

3.赤道原則導入授信審查專案規畫與管理 

4.Lombard Lending 專案規劃與管理 

※本職缺歡迎身障人士主動投遞履歷應徵

1.財管業務銷售流程規範、作業與表單的制定、優化與教育訓練。 

2.彙整與呈核財管業務銷售流程監控報表。 

3.理專十誡監控機制優化。 

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.信託商品(基金、複委託商品、結構型商品)之挑選與上架  

2.信託商品(基金、複委託商品、結構型商品)交易流程規劃  

3.管理及維護國內外基金、券商通路、投資銀行上手，執行相關產品推廣專案與活動 

4.相關產品教育訓練及產品諮詢 

5.追蹤與管理產品相關行政系統與報表作業 

6.熟悉SQL資料庫分析尤佳 

※本職缺歡迎身障人士主動投遞履歷應徵

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. 本專區為原住民徵才專區及建立原住民人士履歷資料庫使用。 

2. 需具有原住民身份；非具備原住民身份者，請前往其他職務進行投遞應徵。 

3. 學經歷: 高中/職以上、工作經驗不拘 

4. 工作實際內容依過去經歷與專長安排面談 

5. 有意應徵者請先以1111系統投遞履歷，經用人單位初審通過後安排面試 

依原住民族工作權保障法, 特別規劃聘僱原住民人才專區 

※本職缺依據原住民族工作權保障法，如非具備該身分者，請前往其他職務應徵。 

※屬『定額僱用』員額，歡迎或優先僱用『原住民』，以盡法定義務。

1. 本職務為建立身心障礙人士履歷資料庫使用 

2. 不限身障類別、程度，需持有身障手冊  

3. 學經歷: 高中/職以上、工作經驗不拘 

4. 工作實際內容依過去經歷與專長安排面談 

依身心障礙者權益保障法, 特別規劃聘僱身障人才專區 

※本職缺依據身心障礙者權益保障法，如非具備該身分者，請前往其他職務應徵。 

※屬『定額僱用』員額，歡迎或優先僱用『身心障礙者』，以盡法定義務。

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。