• 安泰商業銀行股份有限公司(總公司) (安泰銀行)
      台北市信義區面議(經常性薪資4萬/月含以上)5年工作經驗以上碩士,博士百大企業

      1.具備達成個人業績預算目標的企圖心。  

      2.負責開發新客源,積極拓展法人金融相關業務,如衍生性金融商品、資本市場產品、進出口業務、應收帳款業務等。  

      3.具備產業分析、財務報表分析、企業授信架構規劃、風險評估以及客戶現場訪查的能力與經驗。  

      4.需培育業務助理員(ARM)以及指導/覆核ARM製作之客戶徵信文件與作業流程等。


      要求條件

      商業及管理學門 相關科系

      信託業業務人員信託業務專業測驗,初階授信人員,初階外匯人員,銀行內部控制與內部稽核測驗(一般金融),結構型商品銷售人員 專業憑證

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    • 更新時間:2020-08-08
    • 安泰商業銀行股份有限公司(總公司) (安泰銀行)
      台北市信義區面議(經常性薪資4萬/月含以上)2年工作經驗以上專科以上百大企業

      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。


      要求條件

      商業及管理學門 相關科系

      信託業業務人員信託業務專業測驗,初階授信人員,初階外匯人員,銀行內部控制與內部稽核測驗(一般金融),結構型商品銷售人員 專業憑證

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    • 更新時間:2020-08-08
    • 港信資產管理諮詢有限公司
      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

      • 具完善獎金制度 

       

      • 職務內容 

      1. 資源開發 

      2. 市場行銷推廣,如: 公司講座/說明會/例行活動等 

      3. 接受公司培訓,學習熟悉相關知識 

       

      • 職務要求 

      1. 主動積極 

      2. 整合資料與簡報能力強 

      3. 談判技巧 

      4. 有海外留學或工作經驗尤佳 

       

      • 本職位為兼職


      要求條件

      商業及管理學門,經濟社會及心理學門 相關科系

      展開收合此次搜尋不想看到這間公司
    • 更新時間:2020-08-06
    • 港信資產管理諮詢有限公司
      台北市信義區面議(經常性薪資4萬/月含以上)3年工作經驗以上專科,大學

      1.開發新客戶,信託業務推廣。 

      2.具備保險或金融商品銷售經驗1年以上。 

      3.針對高淨值資產人士進行財富傳承與規劃建議。 

       

      科系不拘,證照不拘。歡迎各行各業銷售菁英加入我們,創造優渥財富! 

      • 具完善獎金制度,基本津貼比保險業務及證劵營業員的月薪高,承攬制但仍享勞健保補助,歡迎前來洽談。

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    • 更新時間:2020-08-06
    • 美時化學製藥股份有限公司
      台北市信義區面議(經常性薪資4萬/月含以上)10年工作經驗以上大學,碩士千大企業

      Maintains stewardship for financial assets and debt including overall leadership of the cash management, debt management and investment management functions of the organization and its affiliated entities. Ensures the maintenance of corporate liquidity and financial stability. Develops and manages strategies, operations, policies and budgets relating to treasury activities. Directs development and revision of financial policies for capital structure, working capital, treasury operations, foreign exchange interest rate risk management, and insurance risk management. Directs capital markets, borrowing, investing, foreign exchange, treasury operations, financial risk management and corporate finance initiatives. 

      1. Manage bank activities throughout the Lotus Group, in its Asian and European subsidiaries, including but not limited to online banking tools, commercial banking transactions, corporate credit cards, FX trading & hedging, bank guarantee, Letter of Credit and so on. 

      2. Maintain and develop relationships with both multinational and domestic financial institutions, understand their products & services, costs and benefits. 

      3. Take ownership of direct method cash forecast or CMT (Cash Management Tracker) process and be accountable for timely and accurate cash forecast over rolling 6 months period. 

      4. Coordinate and cross check FP&A team‘s mid to long term Indirect Method Cash Flow to ensure short mid and long term cash flow statements are logically aligned. Present on monthly bases, change in cash and forward looking assumptions behind the cash forecast. 

      5. Partner with Lotus Group CFO on debt financing & refinancing projects – take ownership of the bank DD process and documentation and regular communication with the banks during the process. 

      6. Take ownership of bank case model and align with FP&A team on the assumptions, scenarios, and follow up DD questions and responses. 

      7. Ensure liquidity of Lotus parent and subsidiaries and, equally importantly, the cash in the right pocket to finance business endeavors. 

      8. Oversee Lotus parent and subsidiary internal control on payment processes and their improvement with Internal Control teams, approval of regular payment runs in coordination with the Finance Controllers. 

      9. Monitor AR / AP status across the Group, act as a partner to Finance Controllers, FP&A and the Mgmt. 

      10. Maintain and improve Group‘s credit rating and present company‘s business and financial performance to rating agencies in coordination with the IR team.


      要求條件

      一般商業學類,財務金融學類,會計學類 相關科系

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    • 更新時間:2020-08-04
    • 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)10年工作經驗以上大學以上百大企業外商企業

      We are currently hiring a Vice President, Credit Bureau Oversight and Operational Manager in Global Consumer Banking (GCB). This position reports to the Cards Risk Manager and will be part of Taiwan GCB and Consumer Risk Management Team. 

      In this role, you provide full leadership and supervisory responsibility and provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. This role also required you to work closely with various key stakeholders within the Bank, strong communication and diplomacy skills are required. Generally has responsibility for accuracy, quality, timeliness of end results and shared responsibility for governance and control. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. 

      Responsibilities: 

      1. Develop and oversee a comprehensive credit bureau execution for the Bank. Will be the key contact person for the Bank on matter relating to bureau which cut across different business units and functions. 

      2. Ensure credit bureau reporting and operation are in compliance with local regulatory, internal and Global requirements that affect the Bank, other oversight activities and consultation with management as necessary. 

      3. Proactively track and identify compliance issues and regulatory developments to allow adequate time to implement necessary changes to policies and procedures. 

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

      5. Utilizes customer service skills and knowledge of credit reporting process to ensure customers inquiries and disputes are resolved correctly and in a timely manner. 

      6. Responsible for risk credit bureau reporting to Bureau, managing the daily / weekly / monthly process to ensure submission on timely manner and as per requirements. 

      7. Lead credit bureau operational procedures and data integrity validation. Develop and maintain MIS to monitor credit reporting, to ensure the accuracy and quality in credit bureau reporting. 

      8. Identifies risks and opportunities by proactively manage the credit bureau requirements and operation, ensure adequately protect the bank‘s interest. 

      9. Manages 3rd party relationships such as the JCIC and the related risks associated with the vendor. 

      10. Manage process for project roadmap planning including intake requests, sizing, organizational capacity, risk and complexity. 

      11. Participate in relevant User Acceptance Testing (UAT) exercise and system implementation and liaise with technology team for system related matters. 

      12. Regularly conduct reviews and report on the portfolio progress, status and risk. Also provide support the cross products on related project(s). Ensure each project is prepared for audits by external or internal auditors. 

      13. Evaluates redundancies and inefficiencies in daily tasks to continually improve productivity 

      14. Lead in preparing regular and time-sensitive ad-hoc deliverables to the regulators and senior managements, closely working with industry and regional senior portfolio managers 

      15. 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. 

      16. Manages varying levels of staff through the development of skills, performance management and coaching. 

      17. Performs other duties as assigned.

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    • 更新時間:2020-08-04
    • 一品國際餐飲有限公司(一品活蝦、一朗海鮮火鍋)
      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以上

      1.分析企業的商品物價、銷售、成本、支出和稅率與該企業獲利能力的關係 

       

      2.負責預算編審與控管並提供各種融資、投資、合併、收購等財務策略之建議及分析 

       

      3.公司經營情況分析及擬訂公司未來1-5年財務投資規劃,規避投資風險 

       

      4.蒐集外部產業資料,分析產業的經濟狀況 

       

      5.建立健全財務管理制度,對財務部門的日常管理、資金預算、資金運作等進行總體控制 

       

      6.提供公司各項財務相關分析及報表,並針對異常科目做分析處理 

       

      7.銀行關係維護、新授信額度之開發與聯貸案之擬訂與執行。


      要求條件

      一般商業學類,財務金融學類,企業管理學類 相關科系

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    • 更新時間:2020-08-04
    • 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以上百大企業

      1.開發境外資產管理機構,洽談合作業務,並擔任其在台服務團隊。 

      2.爭取投標機會,並彙整投標文件與完成送件。 

      3.協助彙整境外資產管理機構每月/每季等提供之績效報表,提供予委託之客戶。


      要求條件

      人身保險業務員,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,證券商高級業務員,信託業業務人員信託業務專業測驗,結構型商品銷售人員,投信投顧相關法規(含自律規範) 專業憑證

      展開收合此次搜尋不想看到這間公司
    • 更新時間:2020-08-04
    • 三二行館(彩色人生興業股份有限公司)(villa32)
      台北市信義區面議(經常性薪資4萬/月含以上)2年工作經驗以上學歷不拘

      涵蓋全球金融市場、但專注於美股、陸股、港股 

      特別專精於股票、債券、Long or long-short 

      主要策略為價值投資 

      1.金融交易相關 

      2.擁有獨立尋找標的提案能力 

      3.股票債券操作 

      4.辦公軟件熟練。Excel, Word, PPT等軟件的熟練操作。  

      5.學習能力強,態度積極,處事果斷,勤於思考,耐心學習。  

      6.認真細心,工作負責,勤於回報 工作内容。  

      7.負責安排及規劃工作行程,並隨行陪同。  

      8.負責追蹤執行狀況,隨時掌控進度。  

      9.負責會議安排與通知,製作會議記錄並追蹤處理決議事項。  

      10.負責行政事務流程之溝通、整合及規劃。  

      11.需有財務金融及秘書相關經驗。


      要求條件

      一般商業學類,財務金融學類,會計學類 相關科系

      ● 擁有 普通小型車 駕照

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    • 更新時間:2020-08-04
    • 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以上百大企業

      1.召募具客戶基礎之財富管理理財專員,以達成開戶與手續費收入目標。 

      2.負責協助專員擴展理財新客戶、進行客戶陪訪及協銷並共同制定業務銷售計畫,達成業務目標。


      要求條件

      人身保險業務員,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,證券商高級業務員,信託業業務人員信託業務專業測驗,結構型商品銷售人員,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:2020-08-04
    • 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:2020-08-03
    • 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)2年工作經驗以上大學百大企業外商企業

      Job duties: 

       

      1. Review Wealth Management investment and Insurance Sale Surveillance alert to detect any exception based on Citi review policy. 

      2. Arrange the raw data and deliver reports to branches for reviewing on time 

      3. Collect the branches’ reviewing result and sampled supporting documents 

      4. Check the deviation/exception case and follow up the corrective action plan & supporting 

      5. File the relative documents with proper order and index 

      6. Working closely with related business and compliance to develop new surveillance report if any

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    • 更新時間:2020-08-03
    • 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)8年工作經驗以上大學以上百大企業外商企業

      We are currently hiring a Vice President, Deputy Mortgage & Portfolio Finance Risk Manager in Global Consumer Banking (GCB). This position reports to the Secured Risk Manager and will be part of Taiwan GCB and Consumer Risk Management Team. 

      In this role, you provide full leadership and supervisory responsibility and provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. This role also required you to work closely with various key stakeholders within the Bank, strong communication and diplomacy skills are required. Generally has responsibility for secured policy oversight, mark-to-market monitoring, MIS preparation and shared responsibility for local regulatory reporting. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. 

      Responsibilities: 

      1. Serve the role of deputy Mortgage Risk Manager to manage Mortgage BCPPM, 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 submission on timely manner and as per requirements. 

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

      6. Coordinate the document preparation as per model governance requirements (e.g., model validation, backtesting, on-going monitoring or model change amendment). 

      7. Assistance on CECL and CCAR 14A frameworks to ensure that the submission would be on timely manner. 

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

      9. Support ad-hoc deliverables to the regulators and senior managements, closely working with industry and regional senior portfolio managers 

      10. 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. 

      11. Manages varying levels of staff through the development of skills, performance management and coaching.

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    • 更新時間:2020-08-03
    • 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以上百大企業外商企業

      The Senior Relationship Manager is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Senior Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. 

       

      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.

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    • 更新時間:2020-08-03
    • 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

      Job Description 

      The RM is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services and other types of financial transactions in coordination with product teams. The ARM/RM also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and facilitate transactions for clients. 

       

      Responsibilities: 

       

      •Serve as point of contact for clients and partner with senior banking officers, product specialists and sales to develop integrated banking services for clients 

      •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, custody, structured trade products, derivatives, fixed income, loans (including syndicated, bilateral) and capital market products 

      •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 

      •Organize and analyze sophisticated regulations and financial data used in credit reviews, economic & market trend analysis and strategic business plans 

      •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:2020-08-03
  • 精選職缺
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