分行理財服務全方位櫃員_全台_Universal Service Banker
應徵人數:1-5人
通勤費:來回約 56 元/日

※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:21278248 1. 處理現金、支票、國內外匯款及外匯交易等業務 2. 處理開戶及相關帳戶服務作業 3. 轉介潛在客戶予業務人員 4. 提供顧客優質服務, 支援並與理財業務團隊合作以達成銷售目標 5. 處理客戶服務相關問題 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.信託業業務人員信託業務專業測驗(信託法規乙科),信託業業務人員信託業務專業測驗,金融市場常識與職業道德,衍生性金融商品銷售人員

2022/08/20
應徵人數:1-5人
來回約 56 元/日
2022/08/20
分行理財服務全方位櫃員_大台北地區_Universal Service Banker
應徵人數:1-5人
通勤費:來回約 56 元/日

※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:21278248) 1. 處理現金、支票、國內外匯款及外匯交易等業務 2. 處理開戶及相關帳戶服務作業 3. 轉介潛在客戶予業務人員 4. 提供顧客優質服務, 支援並與理財業務團隊合作以達成銷售目標 5. 處理客戶服務相關問題 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.信託業業務人員信託業務專業測驗(信託法規乙科),信託業業務人員信託業務專業測驗,金融市場常識與職業道德,衍生性金融商品銷售人員

2022/08/20
應徵人數:1-5人
來回約 56 元/日
2022/08/20
財富管理專員_全台_Personal Banker
應徵人數:1-5人
通勤費:來回約 56 元/日

※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.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,信託業業務人員信託業務專業測驗(信託法規乙科),投信投顧業務員,金融市場常識與職業道德,衍生性金融商品銷售人員

2022/08/20
應徵人數:1-5人
來回約 56 元/日
2022/08/20
Financial Planner 銀行保險服務專員
應徵人數:1-5人
通勤費:來回約 56 元/日

1.協助分行理財專員銷售及規劃投資型保單-底薪保障年薪制度-優渥的個人績效獎金 2.上班地點:花旗銀行各分行 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.人身保險業務員,投資型保險商品業務員

2022/08/20
應徵人數:1-5人
來回約 56 元/日
2022/08/20
S-金融理財顧問(松山分公司)
應徵人數:1-5人
通勤費:來回約 56 元/日

客戶服務及業務開發 金融商品研究及銷售拓展 (本薪28-38K,另依業績狀況核發業績獎金)證券商業務員

2022/08/20
應徵人數:1-5人
來回約 56 元/日
2022/08/20
Citigold Relationship Manager_Citigold 財富管理專員_台北市
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 在分行以親訪或電話方式開發/維護客戶關係,客戶無法親臨分行也可透過全方位的電話理財服務中心提供金融相關服務交易。 2. 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。 3. 分析股票、債券、外匯及其他國際金融投資市場之趨勢。 4. 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。 Find more? Please visit: https://m.youtube.com/watch?v=YsuvROHNdBk 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.衍生性金融商品銷售人員,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)

2022/08/20
應徵人數:1-5人
來回約 56 元/日
2022/08/20
Citigold Relationship Manager_Citigold 財富管理專員_內湖分行
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 在分行以親訪或電話方式開發/維護客戶關係,客戶無法親臨分行也可透過全方位的電話理財服務中心提供金融相關服務交易。 2. 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。 3. 分析股票、債券、外匯及其他國際金融投資市場之趨勢。 4. 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。 Find more? Please visit: https://m.youtube.com/watch?v=YsuvROHNdBk 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.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

2022/08/19
應徵人數:1-5人
來回約 56 元/日
2022/08/19
財富管理顧問(台北)
宏遠證券股份有限公司
台北市信義區
面議(經常性薪資4萬/月含以上)
應徵人數:1-5人
通勤費:來回約 56 元/日

針對高資產客戶進行開發及財務規劃。證券商業務員

2022/08/19
應徵人數:1-5人
來回約 56 元/日
2022/08/19
理財專員(市府)
應徵人數:1-5人
通勤費:來回約 56 元/日

**經紀業務之受託買賣及各項金融商品推廣** 薪酬福利 我們提供具市場競爭力的薪資,並以績效為導向的獎酬及優質貼心的福利,為同仁打造完善的工作環境與成就舞台。 1.勞工保險及健康保險。 2.年度免費健康檢查。 3.員工團體保險:定期壽險/傷害保險/住院醫療險/癌症健康險/傷害醫療險/重大疾病險等項目,同仁父母/配偶及子女均可以優惠自費加保。 4.職工福利項目:部門旅遊、生日禮券、中秋及端午二節節金、醫療及急難救助、婚喪生育、子女教育獎助及社團活動等補助。

2022/08/19
應徵人數:1-5人
來回約 56 元/日
2022/08/19
9S元富證券-理財專員(松德)
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 負責證券、期貨、選擇權之開發及接單。 2. 協銷各項金融商品(如:基金、保險及結構型商品)。 3. 協助客戶進行投資理財規劃。 4. 提供投資理財商品的諮詢服務。 5. 負責法人及VIP客戶的綜合資產管理。證券商業務員

2022/08/19
應徵人數:1-5人
來回約 56 元/日
2022/08/19
理財專員(信義)
應徵人數:1-5人
通勤費:來回約 56 元/日

**經紀業務之受託買賣及各項金融商品推廣** 薪酬福利 我們提供具市場競爭力的薪資,並以績效為導向的獎酬及優質貼心的福利,為同仁打造完善的工作環境與成就舞台。 1.勞工保險及健康保險。 2.年度免費健康檢查。 3.員工團體保險:定期壽險/傷害保險/住院醫療險/癌症健康險/傷害醫療險/重大疾病險等項目,同仁父母/配偶及子女均可以優惠自費加保。 4.職工福利項目:部門旅遊、生日禮券、中秋及端午二節節金、醫療及急難救助、婚喪生育、子女教育獎助及社團活動等補助。

2022/08/19
應徵人數:1-5人
來回約 56 元/日
2022/08/19
理財業務主管(大台北地區)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.分行業務推展規劃及執行,達成分行業務目標。 2.招募、訓練理財業務人員,提升理財業務人員專業智能。 3.協助及輔導理財業務人員業績與團隊激勵,提昇銷售動能。 4.協助理財業務人員開發客戶、深耕客戶關係,提高客戶滿意度。 5.督導理財業務人員銷售行為,落實遵法與內控。

2022/08/18
應徵人數:1-5人
來回約 56 元/日
2022/08/18
理財專員(大台北區_具2年經驗以上)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.VIP客戶開發與維護。 2.透過個人理財諮詢與金融商品行銷服務為客戶創造最大價值。

2022/08/18
應徵人數:1-5人
來回約 56 元/日
2022/08/18
BR-理財專員(台北)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.VIP客戶開發與維護。 2.透過個人理財諮詢與金融商品行銷服務為客戶創造最大價值。 3.具銀行財富管理相關業務2年(含)以上推廣經驗。

2022/08/18
應徵人數:1-5人
來回約 56 元/日
2022/08/18
Retail Banking Product Manager - Debit card (Wealth Management Product Team )產品經
應徵人數:1-5人
通勤費:來回約 56 元/日

Job Description 1.Develop new Wealth Management product and prepare new product launch process to help lift up product penetration and sales productivity - 2.Develop digital platform and facilitate digital enrollment process 3.Monitor leads performance and improve leads productivity 4.Conduct end-to-end process to ensure product features/sales process adhere to both regional guidelines and country regulations. 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.

2022/08/17
應徵人數:1-5人
來回約 56 元/日
2022/08/17
Citigold財富管理經理_Citigold Relationship Manager_(全台)
應徵人數:1-5人
通勤費:來回約 56 元/日

財富管理專員必須能獨立作業,並提供Citigold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 Citigold Relationship Manager 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 Find more? Please visit: https://m.youtube.com/watch?v=YsuvROHNdBk 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.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

2022/08/17
應徵人數:1-5人
來回約 56 元/日
2022/08/17
916 - 財富顧問人員/專員
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 熟悉當前市場狀況,提供前線理專市場與經濟資訊。 2. 熟知投資與保險等產品之內容與特性、專案活動規則與內部規範,使與當前市況結合,提供給前線專員銷售話術。 3. 熟悉銷售流程,協同前線專員拜訪客戶,按照客戶的風險承受度、需求與目標給予客戶財務與市場建議。 4. 吸取產品、市場、顧問式銷售技巧、簡報技巧與多媒體與網路操作技巧等新知,製作輔助銷售影音素材。 5. 以專業與客觀態度,主持角色扮演工作會(Role-playing workshop),給前線專員有關銷售技巧、產品知識、話術之回饋。 6. 規劃與安排前線專員、新進人員教育訓練,使前線專員更專業並符合銀行規範。理財規劃人員,衍生性金融商品銷售人員,人身保險業務員,產物保險業務員,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(信託法規乙科),投信投顧相關法規(含自律規範)

2022/08/17
應徵人數:1-5人
來回約 56 元/日
2022/08/17
9S元富證券-財富管理理財業務主管
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)
應徵人數:1-5人
通勤費:來回約 56 元/日

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。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)

2022/08/16
應徵人數:1-5人
來回約 56 元/日
2022/08/16
9S元富證券-財富管理資深理財專員
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)
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 自行開發財富管理客戶並具有客戶基礎,以達成開戶與手續費收入目標 2. 維護財富管理貴賓理財客戶關係,並提供投資商品規劃、諮詢與銷售服務,並追求管理資產規模穩健成長。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)

2022/08/16
應徵人數:1-5人
來回約 56 元/日
2022/08/16
9S元富證券-理財專員(世貿)
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 負責證券、期貨、選擇權之開發及接單。 2. 協銷各項金融商品(如:基金、保險及結構型商品)。 3. 協助客戶進行投資理財規劃。 4. 提供投資理財商品的諮詢服務。 5. 負責法人及VIP客戶的綜合資產管理。證券商業務員

2022/08/16
應徵人數:1-5人
來回約 56 元/日
2022/08/16