• 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)5年工作經驗以上大學,碩士百大企業外商企業

      1. Contribute to the development of new techniques and improvement of processes and work-flows by applying in-depth disciplinary knowledge and integrating subject matter and industry expertise within Risk Management 

      2. Develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques 

      3. Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing 

      4. Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects as required 

      5. Participate in developing, testing, and optimizing credit policies, ensuring consistency and regulatory compliance, and assist in the implementation of those policies, processes and other related initiatives 

      6. Manage risk levels for the entire credit spectrum across multiple products and retail formats and prepare risk management presentations for senior management 

      7. 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.


      要求條件

      商業及管理學門 相關科系

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    • 更新時間:2020-10-20
    • 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,碩士百大企業

      一.依照目標規劃擬定財富產品銷售策略並於營業單位執行 

      二.並依總體經濟分系市場現狀提供產品銷售引導,協助於營業單位推動銀行項各行銷專案,並運用CRM、WM系統分析,篩選客群,整合資源協助營業單位達成目標 

      三.以產品教育訓練提供業務人員產品訊息及銷售技巧 

      四.依據不同客戶屬性提供適當資產配置投資及資產檢視,針對重要客戶提供陪訪服務


      要求條件

      財務金融學類 相關科系

      人身保險業務員,財產保險業務員,投資型保險商品業務員,外幣收付之非投資型人身保險資格證照,信託業業務人員信託業務專業測驗,結構型商品銷售人員,金融市場常識與職業道德,投信投顧相關法規(含自律規範),期貨信託基金銷售機構銷售人員 專業憑證

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    • 更新時間:2020-10-21
    • 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)7年工作經驗以上大學以上百大企業外商企業

      Responsibilities: 

       

      The responsibilities of the credit analyst include analyzing credit data and financial information of companies that are applying for credit or loans to determine the risk that the bank and demonstrates solid analytical skills, uses key ratios and analytical tools to assess a company’s position. 

       

      - Contribute to the development of new techniques and improvement of processes and work-flows by applying in-depth disciplinary knowledge and integrating subject matter and industry expertise within Risk Management 

       

      - Develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques 

      - Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects as required. 

       

      - Participate in developing, testing, and optimizing credit policies, ensuring consistency and regulatory compliance, and assist in the implementation of those policies, processes and other related initiatives. 

       

      - Manage risk levels for the entire credit spectrum across multiple products and prepare risk management presentations for senior 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.

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    • 更新時間:2020-10-20
    • 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)經驗不拘大學,碩士百大企業外商企業

      1. 針對高風險客戶的相關資料蒐集,並依據花旗銀行內部作業準則完成客戶實質審查作業。 

      2. 依AML規範, 進行客戶姓名檢核/比對/排除作業。 

      3. 主動聯繫客戶了解其最新職業及背景。 

      4. 配合反洗錢監控中心,電訪諮詢客戶, 評估客戶資金流向之合理性。 

      5. 依據作業規範, 於規定時間內完成作業程序(含系統作業),並應確保處理案件之合理性及正確性。 

      6. 協助部門各類專案執行。 

      7. 及時向主管及洗錢法遵單位回報任何可疑案件。 

      8. 與花旗銀行法規遵循單位合作,推行並落實台灣之反洗錢監控。


      要求條件

      商業及管理學門 相關科系

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    • 更新時間:2020-10-20
    • 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)8年工作經驗以上大學以上百大企業外商企業

      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:2020-10-20
    • 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,碩士百大企業外商企業

      * 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:2020-10-20
    • 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)5年工作經驗以上大學百大企業外商企業

      Responsibilities: 

      1. The Strategy & Planning Senior Specialist manages strategic partners across a variety of responsibilities including strategy, ongoing management and operational improvements 

      2. This role manages product economics in partnership with marketing by driving clients to low cost redemption options as well as by securing marketing funding from key retailers 

      3. Conducts market assessments to identify innovation opportunities to enhance the client experience and bring those capabilities to market 

      4. Engages in work that has a direct business impact or provides advice regarding the operations of the business 

      5. Organizes and coordinates programs to ensure overall team‘s accomplishment of financial/budgetary goals 

      6. Engages in activities that require vision and analysis and ability to think beyond the existing solutions, assumptions or current knowledge of sophisticated areas 

      7. May mentor less experienced team members and new hires


      要求條件

      一般商業學類,企業管理學類,財務金融學類 相關科系

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    • 更新時間:2020-10-20
    • 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)5年工作經驗以上大學,碩士百大企業外商企業

      1. Responsible to conduct Surveillance for Insurance and Investments products as per RDIP Policy and Insurance Policies 

      2. Responsible to review the rationale and correct disposition of alerts triggered by exceptions reports and ensure:- Correct disposition of alert triggers based on investigation results 

      3. Documentation of exception findings, tracking of corrective actions and its completion at individual alert level and at review level 

      4. Conclusions are well written and supported by research and analyses 

      5. Targets / Turnaround Time achieved in a timely manner 

      6. Provide feedback and corrective actions 

      7. Continuously seek process improvement to enhance efficiency of the surveillance monitoring process, and to address process/compliance gaps 

      8. Assist team leader and department head on IISS related project and policy implementation.

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    • 更新時間:2020-10-20
    • 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)6年工作經驗以上大學,碩士百大企業外商企業

      The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance. 

       

      Responsibilities: 

      •Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management 

      •Advise on directional strategy and provide guidance on significant business/product decisions 

      •Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams. 

      •Prepare analytics in support of CEO Reviews, including business initiatives 

      •Execute analysis of product profitability and provide guidance on significant business and product decisions 

      •Develop and maintain relationships with key partners and senior management to influence behavior and decision making 

      •Prepare presentations and analysis for the team supporting the CFO 

      •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.


      要求條件

      商業及管理學門 相關科系

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    • 更新時間:2020-10-20
    • 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)8年工作經驗以上大學,碩士百大企業外商企業

      1. Manage name screening team to perform the screening alerts and meet alerts review standard and SLA timeline. 

      2. Ensure the compliance of Citi procedure and policy, regulatory requirement. 

      3. Conduct quality review for the team. 

      4. People management and training. 

      5. Team MIS and productivity tracking. 

      6. Work closely with region and local AML compliance, identify the AML risk and report relevant issue to region and local AML/Risk committee. 

      7. Support AML related projects. 

      8. Efficient communicating with region and country stakeholders on any issue related.


      要求條件

      商業及管理學門 相關科系

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    • 更新時間:2020-10-20
    • 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,碩士百大企業外商企業

      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:2020-10-20
    • 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)6年工作經驗以上大學以上百大企業外商企業

      Description 

      The role of the Client Service Officer (CSO) for Global Custody (GC) business is to ensure Citi provides a cohesive customer service experience to all domestic clients covering both investor and intermediary types in support of all international markets. The CSO is required to ensure we meet the SLA turnaround times in responding to all incoming queries received by telephone, email or other means. The CSO is also a first point of escalation and faces off to local and regional business stakeholders as well as working with various Global Window operations in servicing client’s needs across cash, trade support and corporate actions. The most important aspect for this role outside of excellent client service focus is knowledge and experience of inner workings of international markets across all custody 

       

      Key Accountabilities  

      Monitoring and proactively addressing all incoming client inquiries on settlement, asset servicing, account maintenance and more.  Escalating operational issues and client request to supporting teams, account managers, client executives.  Ensuring compliance with global standards for monitoring, replying and recording of client queries in query management system.  Providing CitiDirect for Securities (CDS) and CitiDirect BE (CDC) training and basic inquiry support for all clients.  Planning, managing and reviewing service rendered to major clients to ensure providing appropriate level of service requested post sales/implementation.  Assisting Implementations Team in new client onboarding inquires/processing to ensure smooth implementation.  Working with client executives and account managers to ensure most efficient and robust processes are adopted for client servicing purpose.  Establishing close partnerships with global custodial operations across Citi network as well as other satellite client service office teams in the region.  Participating in process improvement projects, reduction of client queries initiatives as well as system enhancement testing when necessary.

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    • 更新時間:2020-10-20
    • 遠東國際商業銀行
      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,碩士百大企業高薪100

      1.負責櫃台各項存匯作業及相關金融商品推廣 

      2.具銀行存匯工作經驗10年以上或具櫃台覆核主管工作經驗 

       

       

       

      ※具金融相關證照及銷售服務特質者優先錄取,商學相關科系尤佳


      要求條件

      商業及管理學門 相關科系

      人身保險業務員,產物保險業務員,外幣收付之非投資型人身保險資格證照,銀行內部控制與內部稽核測驗(一般金融),信託業業務人員信託業務專業測驗(信託法規乙科) 專業憑證

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    • 更新時間:2020-10-17
    • 遠東國際商業銀行
      台北市大安區面議(經常性薪資4萬/月含以上)5年工作經驗以上碩士百大企業高薪100

      從事法人金融 Corporate Trade Finance如Syndication, 

      Project Finance, Capital Market...等產品之工作 

      (內容包括 Origination, Structuring, Credit Application, 

      Distribution, Documentation, Closing...等)


      要求條件

      商業及管理學門 相關科系

      ● 擁有 普通小型車 駕照

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    • 更新時間:2020-10-20
    • 遠東國際商業銀行
      台北市大安區月薪 32,000~40,000元1年工作經驗以上大學以上百大企業高薪100

      1.負責櫃台各項存匯作業及相關金融商品推廣 

      2.具銀行存匯工作經驗或金融業相關經驗 

       

       

       

      ※具金融相關證照及銷售服務特質者優先錄取,商學相關科系尤佳


      要求條件

      商業及管理學門 相關科系

      人身保險業務員,產物保險業務員,外幣收付之非投資型人身保險資格證照,銀行內部控制與內部稽核測驗(一般金融),信託業業務人員信託業務專業測驗(信託法規乙科) 專業憑證

      展開收合此次搜尋不想看到這間公司
    • 更新時間:2020-10-17
  • 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)