• 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
      台北市松山區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學以上

      The Credit Portfolio Officer is a senior-level position responsible for leading activities including credit review, credit approvals and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi‘s portfolio exposure to client and counterparties globally. 

       

      Responsibilities: 

       

      -Develop framework for portfolio risk assessment including evaluation of credit and financial performance across varied lending products and industry segments 

      -Understand applicable credit policies, industry regulations and the requisite impact of those governance items to prospective new partners or product initiatives 

      -Establish and leverage cross-functional partnerships and network with key internal and external constituencies 

      -Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, forecasting and new program due diligence 

      -Prepare risk management presentations for senior management that include analytics on expected portfolio performance and areas of potential risk and/or opportunity 

      -Has the ability to operate with a limited level of direct supervision. 

      -Can exercise independence of judgement and autonomy. 

      -Acts as SME to senior stakeholders and /or other team members. 

      -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.

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    • 更新時間:2020-10-28
    • 信義房屋股份有限公司|不動產經營╱開發
      信義房屋股份有限公司
      台北市信義區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學,碩士

      1、負責集團各事業單位之各專案規劃 

      2、協助各事業單位財務、會計、稅務之優化工程 

      3、協助投資新事業單位之評估與初期建置 

      4、各類獎金辦法之訂定與計算 

      5、年度預算及後續季度檢討之執行與差異分析

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    • 更新時間:2020-10-28
    • 信義房屋股份有限公司|不動產經營╱開發
      信義房屋股份有限公司
      台北市信義區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學,碩士

      1. 銀行額度申請與維護投資 

      2. 銀行借款合約管理 

      3. 財務模型建立、編制與運用 

      4. 投資及融資案評估與執行 

      5. 集團各公司支出款編輯與審核


      要求條件

      會計學類,財務金融學類,其他商業及管理學類 相關科系

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    • 更新時間:2020-10-28
    • 渣打國際商業銀行股份有限公司
      台北市松山區面議(經常性薪資4萬/月含以上)1年工作經驗以上專科以上

       透過公司拜訪、電話行銷、客戶轉介等業務活動開拓新業務及新客戶。 

       與現有客戶建立穩健良好關係,加強客戶與我行之存款及外匯商品往來。 

       透過深化之客戶關係,增加銀行交叉銷售機會,轉介Payroll、貸款等商機。 

       與業務主管討論每月業績達成行動計畫與目標,以達到預定之新客戶開發及各項業績目標。 

       充分了解所承作客戶狀況,強化風險意識,以協助確保公司債權。 

       遵循所有行內外相關法令及作業規範。 

       與分行通路有效配合溝通,維持良好關係,掌握分行轉介商機同時提供公司客戶良好服務品質。

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    • 更新時間:2020-10-28
    • 永豐金融控股股份有限公司(永豐銀行/永豐金證券/永豐金租賃)
      台北市中正區面議(經常性薪資4萬/月含以上)1年工作經驗以上大學以上

      •運用AI大數據,研究國內外產業與商品,協助自動化分析投資訊息,並自動化生產相關報告。 

      資格條件: 

      1. 具備基礎程式語言能力如VBA、Python、SQL者優先面試 

      2. 有投資經驗,具市場敏感性尤佳 

      3. 有證券、投顧及投信研究員經驗者尤佳 

      4. 具研讀英文報告能力尤佳


      要求條件

      證券商高級業務員,期貨商業務員,投信投顧相關法規(含自律規範) 專業憑證

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    • 更新時間:2020-10-28
    • 元富證券股份有限公司|證券╱期貨╱基金
      元富證券股份有限公司
      台北市大安區面議(經常性薪資4萬/月含以上)2年工作經驗以上大學以上

      1.經紀業務之受託買賣,執行客戶指定之交易事項。 

      2.具備法人業務開發服務與經營能力。 

      3.上市公司約訪活動聯繫安排。 

      4.做事認真細心負責、主動積極,熟悉相關專業金融知識與規定。


      要求條件

      一般商業學類,財務金融學類 相關科系

      證券商業務員,證券商高級業務員 專業憑證

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    • 更新時間:2020-10-28
    • 元富證券股份有限公司|證券╱期貨╱基金
      元富證券股份有限公司
      台北市大安區面議(經常性薪資4萬/月含以上)1年工作經驗以上大學,碩士

      跨國供應鏈研究分析(含產業趨勢及個股bottom-up深入研究) 

      產業研究Corp. Event Analysis (M&A, LBO, etc...) 

      協助計量模型研發與每日交易追蹤 

      Ad-hoc basis,參與台灣及美國上市公司Conference call and take notes


      要求條件

      證券商業務員,期貨商業務員 專業憑證

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    • 更新時間:2020-10-28
    • 元富證券股份有限公司|證券╱期貨╱基金
      元富證券股份有限公司
      台北市大安區面議(經常性薪資4萬/月含以上)1年工作經驗以上碩士,博士

      1、金融商品評價與模型開發 

      2、程式交易模型開發


      要求條件

      商業及管理學門 相關科系

      證券商高級業務員 專業憑證

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    • 更新時間:2020-10-28
    • 元富證券股份有限公司|證券╱期貨╱基金
      元富證券股份有限公司
      台北市大安區面議(經常性薪資 4 萬含以上)2年工作經驗以上大學以上

      1.企業上市櫃輔導案件辦理 

      2.承銷業務相關整體服務與工作之執行


      要求條件

      商業及管理學門 相關科系

      證券商業務員,金融市場常識與職業道德 專業憑證

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    • 更新時間:2020-10-28
    • 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
      台北市松山區面議(經常性薪資4萬/月含以上)2年工作經驗以上大學,碩士

      Job Purpose: 

      • The Business Support Unit is an AML/KYC support/control function within the Institutional Clients Group responsible for the preparation, development, due diligence and approval of the electronic KYC Record and supporting appendices in partnership with Relationship Management and Compliance teams. 

      Job Background/context: 

      • Every new and existing client of Citi’s Institutional Clients Group is required to have a KYC Record before an account can be opened. The KYC Record outlines important information about the customer. 

      • There is a requirement to conduct research for company information from both internal and external sources, documenting specifics required to satisfy regulations. There are differing requirements depending on where the account is being opened. There is a constant need for KYC Record review as there are periodic renewals of the required due diligence carried out based on the risk of the client. 

      • The BSU owns the end to end KYC process from creation/renewal to approval of the KYC Record and supporting local country appendices. 

      Key Responsibilities: 

      • Create the KYC Record in the KYC system sourcing information from internal and external sources by the agreed deadline 

      • Proactively interact with relationship management teams and compliance to update system with information until final approval of KYC Record 

      • Review information from internal and external sources for company news (Firm website, Regulatory websites, Company website, Dun & Bradstreet, Google etc.) 

      • Validate the information within the KYC Record and CIP document to ensure completeness and accurate (Company/Entity Formation documents, Ownership, Management, etc.) 

      • Complete KYC Record incorporating local regulatory requirements / Global BSU Standards and policies 

      • Take responsibility for KYC Record and associated documentation completion from initiation to approval 

      • Maintain BSU tool current and be able to demonstrate work carried out 

      • Report workflow progress to supervisor 

      • Meet agreed daily targets for KYC Record review and completion within agreed Service Level Agreement timeframes 

      • Update workflow database regularly throughout the day 

      • Highlight any discrepancies to Senior Case Managers, Control Team and Section Managers 

      • Escalate any negative news and high risk cases to RM/PAM/AML Compliance department 

      • Assist in departmental projects as required


      要求條件

      商業及管理學門 相關科系

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    • 更新時間:2020-10-27
    • 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
      台北市中山區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學,碩士

      Team leader for Income update and PCL (consumer loan) self –service 

      • Is an intermediate management level position responsible for leading a team which not only accounts for a series of sales supports but also is responsible for the facilitation of loan self-service cases. Additionally, this role will be responsible for the development of strategies, plans and tactics for loan self-service channel with the Sales Management Team. The overall objective of this role is to provide both front end sales with comprehensive supports and drive incremental loan to self-service channel. 

      • 

      Responsibilities 

      • 

      • Manage TMPA IUT self-service channel to deliver business goal. 

      • Oversee recruitment, training, day-to-day operations and sustainment for IUT team members to ensure continuous supports to sales team and to deliver stable momentum for self-service channel 

      • Pay attention to and provide suggestions for core products such as product delivery, client experience, and client communication strategies by closely working with Product/Channel Manager 

      • Support ad-hoc initiatives/projects as required by Sales 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

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    • 更新時間:2020-10-27
    • 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
      台北市信義區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學,碩士

      1. Managing Portfolio Finance BCPPM, and regular reporting/MIS submission timeline 

      2. Establish Portfolio Finance credit policies, the end-to-end monitoring process, and manage full set of regulatory reporting and MIS. 

      3. Daily margin call and force-sell monitoring and mark-to-market monitoring to ensure that no contingent loss occurs when equity market fluctuated suddenly. 

      4. Managing the daily / weekly / monthly regulatory reporting (e.g., CCAR 14A, FDIC, CCAR 14Q, Credit Bureau, IFRS9, Local Basel, US Basel, Local Stress Test etc.) to ensure that the submission on timely manner and as per requirements. 

      5. Conduct CA annual renewal to ensure that customer’s qualifications and approval limit are still adequate and no breaches. 

      6. Facilitate Regulatory, Internal Audit, Fundamental Credit Risk and others relevant examinations and coordinate management responses and follow-up, matter relating to credit bureau. 

      7. Support ad-hoc deliverables to the regulators and senior managements, closely working with Regional/Global MSBF specialist. 

      8. Work closely with other members of the Consumer Risk Team as well as Senior Management, Risk Managers, Business, Technology, Legal Compliance, Financial Control and other groups within the firm. Raise, investigate and follow-up on issues related to data quality, reporting requirement, TCF and etc.


      要求條件

      商業及管理學門 相關科系

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    • 更新時間:2020-10-27
    • 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
      台北市信義區面議(經常性薪資4萬/月含以上)1年工作經驗以上大學,碩士

      * Complete timely & quality Credit Approval packages, quarterly monitoring reports and ad-hoc memos with level of supervision commensurate with complexity of large corporates or public sector clients. This involves: 

       

      *Perform credit analysis of portfolio clients based on solid knowledge of business, financials, management and industry structure. Scope of work includes identifying industry landscape and trends, conducting peer comparison, and completing financial analysis and projections. 

      *Generate credit rating through internal ratings methodologies. 

      *Demonstrate judgment on appropriateness of credit exposure, ratings and classification in the context of policy framework 

      *Periodically review financial results to monitor operating performance, liquidity position and financial condition of portfolio clients. 

      *Effectively communicate and liaise with coverage bankers and Risk officers to proactively identify and escalate key risks as well as material changes to portfolio client Maintain data integrity and support portfolio reviews, stress tests and other ad-hoc requests on corporate/public sector portfolio from Risk team Train and coach analysts and associates (and review work as necessary) to ensure quality of output and consistency of standard and analysis, as required.


      要求條件

      商業及管理學門 相關科系

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    • 更新時間:2020-10-27
    • 友嘉實業股份有限公司|專用生產機械製造修配
      友嘉實業股份有限公司
      台北市信義區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學以上

      1.蒐集外部產業資料,藉以分析研究市場及同業狀況。 

      2.分析各單位與轉投資事業之經營績效。 

      3.推動與執行各項專案,並督導各部門專案執行進度。 

      4.具公開發行上市經驗者佳. 

      5.具轉投資經驗者佳.

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    • 更新時間:2020-10-27
    • 友嘉實業股份有限公司|專用生產機械製造修配
      友嘉實業股份有限公司
      台北市信義區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學以上

      1.財務出納管理 

      2.經營管理及財報分析 

      3.額度管理規劃 

      4.資金及匯率管控、預算管理 

      5.海外公司資金管理


      要求條件

      商業及管理學門 相關科系

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    • 更新時間:2020-10-27
    • 友嘉實業股份有限公司|專用生產機械製造修配
      友嘉實業股份有限公司
      台北市信義區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學以上

      .依照企業或組織既定之政策或目標,研訂稽核工作計畫,並付之實施。 

      .決定稽核業務所需之資料,進行蒐集、保管、處理與流通使用。 

      .秉承經營者或上級決策者之指示,或發佈通知,或審核各部門之業務、財務預算及規章、法律遵辦情形並呈報建議。 

      .查知、協調及解決各部門間之流程或作業問題。 

      .指導稽核工作進行並培育所屬專精稽核相關技能。 

      .協助IPO相關內控制度之修訂及審查 

      .參與IPO相關專案之推動及資料準備 

      .執行海外轉投資定期稽核及推動營運改善專案 

      .主管交辦事項

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    • 更新時間:2020-10-27
    • 友嘉實業股份有限公司|專用生產機械製造修配
      友嘉實業股份有限公司
      台北市信義區面議(經常性薪資4萬/月含以上)3年工作經驗以上大學以上

      .熟總帳成本會計及合併報表編制與內控制度流程。 

      .俱上市櫃公司或會計師事務所經驗尤佳。 

      .可配合至海外短期出差者佳。 

      .協助規劃各項管理規章之草擬、中長期策略規畫及年度營運方針。 

      .協助公司之組織規劃、流程設計,及經營分析企劃。 

      .執行與追蹤稽核集團各轉投資事業之營運績效管理目標。

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    • 更新時間:2020-10-27
  • 精選職缺
  • 此職務急徵人才
  • 企業實習職缺
  • 研發替代役職缺
  • 幸福企業
  • 企業預估回應您的時間為「1個工作天」(2~7天以此類推)