財富管理專員_南區_Personal Banker

更新 2022/06/26

全職

大學、碩士

面議(經常性薪資4萬含以上)

高雄市 苓雅區

應徵人數: 分析
需求人數: 1人
到職日:
不限
全職 大學、碩士 面議(經常性薪資4萬含以上) 高雄市 苓雅區
工作內容

※請同步透過花旗官方人才招募網站投遞您的履歷,才能獲得面試邀請喔! 

https://jobs.citi.com/ (Job ID: 21277451) 

 

工作內容 

財富管理專員必須能獨立作業,並提供Citi Priority客人高品質的服務及多樣化的商品,同時能快速瞭解公司文化及目標,共享資源,合作達成部門目標。財富管理專員也必須能在既有的規章中提出提升整體效率及生產力的新建議、嚴格遵守敏感資訊的傳遞,並能在新的問題中類比過去的類似案例,獨立解決問題。 

 

Job Description 

The Relationship Associate 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.  

 

工作職責 

Responsibilities: 

 

On a daily basis, a Personal Banker will be responsible for the following  

1. 積極的以親訪或電話方式開發/維護客戶關係,並提前預測客戶需求、評估客戶風險、開發潛在新客戶 

 Actively calling on clients to deepen relationships with affluent clients and proactively owning, responding to and anticipating any future needs, challenges or risks  

2. 發掘客戶潛在需求及期望 

 Uncovering customers’ underlying needs and expectations  

3. 提供多元且國際化的金融投資商品,且以完整的資產配置分析,為客戶量身打造專業客製化的財富管理規劃 

 Introducing a wide range of investment, wealth management and treasury products to assist clients in building and strengthening an effective portfolio  

4. 積極提供有關股票、債券、市場條件、投資前途及財務狀況等金融投資商品與國際金融市場之資訊以提升顧客體驗 

 Delivering superior customer experience by proactive sharing markets updates, trend and intelligence  

5. 與產品部門合作,為客戶打造客製化解決方案 

 Partnering with product specialists and subject matter experts across the bank to struc-ture customized solutions that meet clients’ unique needs  

6. 具有前瞻性,提供差異化的服務為花旗提升競爭力 

 Being forward thinking and planning ahead for ways Citi can differentiate itself from com-petitors 

7. 整合知識與資源以實現花旗共同的業務目標 

 Leveraging the expertise and capabilities of other Citi businesses to better achieve mutu-al business goals together  

8. 推動創新的解決方案給客戶以進一步發展相關業務 

 Driving innovation on the solutions we provide clients and further developing our business  

9. 經營客戶關係以建立新的客戶聯繫 

 Networking with clients in order to create new business contacts 

 

註:工作地點將面談後討論決議。 

 

Citi has entered into an agreement with DBS to acquire its consumer bank in Taiwan which includes credit cards, loans, retail banking, and wealth management. The sale is expected to complete in July 2023 . As this is a role to work in Citi’s consumer bank, the successful candidate will initially be employed by Citi, but on sale completion, their employment will transfer to DBS that will employ Citi’s consumer bank employees, prior to their transfer to DBS.

工作資訊
要求條件
  • 工作經驗: 不拘
  • 學歷限制: 大學、碩士
  • 科系限制: 不拘
  • 語言能力:
    英文
    略通
    略通
    略通
    略通
  • 專業證照:
  • 附加條件:
    工作需求
    Typically, someone in this role has the following experience
    1. 金融產業經驗為佳
     Experience in banking industry preferred
    2. 大學(含)以上學歷,主修財務金融、經濟、工程相關科系,並對金融商品有強烈的興趣
     University graduate in finance, economics, engineering or related disciplines, with a strong interest in treasury products
    3. 擁有Chartered Financial Analyst (CFA)、Certified Financial Planner (CFP)、Certified Financial Marketing Planner (CFMP)、Qualified Financial Risk Manager (FRM)資格為佳
     Chartered Financial Analyst (“CFA”), Certified Financial Planner (“CFP”) or Certified Financial Marketing Planner (“CFMP”) is preferable, Qualified Financial Risk Manager (〝FRM〝) is an advantage
    4. 目標導向,並以精進自己為目標
     Achievement and result-oriented, with an aim to excel himself/herself
    5. 有熱忱、自信、獨立自主、溝通能力佳並善於經營人際關係
     Mature, independent, with excellent communication and relationship building skills
     A self-starter with passion, confidence and good team spirit
    6. 所需之相關認證包含信託業業務人員信託業務專業測驗(信託法規乙科), 投信投顧相關法規(含自律規範),衍生性金融商品銷售人員
     Certification of Proficiency Test for Trust Operations Personnel, Investment Trust and Consulting Regulations (including Self-disciplinary Rules), and Financial Derivatives Sales Personnel are required

    其他
    ※請同步透過花旗官方人才招募網站投遞您的履歷,才能獲得面試邀請喔!
    https://jobs.citi.com/ (Job ID: 21277451)
    Please submit your applications via Citi Career website to have interview arrangement:
    https://jobs.citi.com/ (Job ID: 21277451)
    HR: evelyn1.wang@citi.com
  • 歡迎所有求職者
公司福利

法定項目:

勞保、健保、週休二日、陪產檢及陪產假、育嬰假、生理假、特別休假、員工體檢、勞退提撥金、職災保險、哺乳室、有合作托兒中心

福利制度:

  • 獎 金 類: 年終獎金、績效獎金
  • 保 險 類: 意外險、壽險、員工團保
  • 餐 飲 類: 伙食津貼
  • 居 住 類: 員工購屋低利貸款
  • 設 備 類: 按摩室、交誼廳
  • 娛 樂 類: 員工電影、家庭日
  • 補 助 類: 員工低利貸款、國內、外旅遊補助
  • 其 他 類: 員工在職教育訓練、良好升遷制度

更多說明:

花旗(台灣)銀行的薪資制度是建立在公平及具市場競爭力的基礎上,吸引優秀人才及激勵內部員工。透過各種不同的報酬組合(底薪、津貼、績效獎金等)與員工分享公司的營運成果以達極具競爭力的薪酬福利水準。

花旗為讓員工及其家庭享有更舒適與愉悅的生活,並讓員工能感受到現在及未來的保障,花旗提供了貼心及完善的福利制度 :

◎優於勞基法之休假制度及多元包容的休假規定
◎優渥的團保內容 (壽險、意外險、醫療險、癌症險、因公出差意外險、旅遊健康援助計劃)
◎眷屬醫療險 (公司部份負擔) 及父母險 (員工可以特惠價格參加)
◎員工優惠利率 (房貸及消費性貸款)
◎多項銀行優質服務與手續費減免 (買賣外幣免手續費並享中價匯率、匯款免手續費、共同基金申購手續費全免等等)
◎員工子女幼兒教育機構學費優惠
◎多元職工福利
◎服務年資賀禮
應徵方式
聯絡人員:

HR

應徵方式:

合適者將主動通知面試!主動連繫時請您提醒公司人事,您是從1111看到此工作喔! 有什麼好處?

到職日期:

不限

花旗(台灣) 商業銀行股份有限公司(花旗銀行)

銀行

花旗(台灣) 商業銀行股份有限公司(花旗銀行)

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花旗(台灣) 商業銀行股份有限公司(花旗銀行)

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