- 台中商業銀行股份有限公司｜銀行台中商業銀行股份有限公司台北市信義區月薪 28,000~33,000元經驗不拘專科以上百大企業
- 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
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.
*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.
- 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
* 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.
● 商業及管理學門 相關科系
- 渣打國際商業銀行股份有限公司台北市信義區月薪 30,000~100,000元1年工作經驗以上高中職,專科,大學百大企業