已選條件 1 清空條件
幸福企業
B-分行-理財專員(嘉南區)
應徵人數:1-5人
通勤費:來回約 56 元/日

協助客戶投資理財規劃,提升分行手續費收入,維繫現有客戶關係。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,期貨商業務員,投信投顧業務員,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,信託業業務人員信託業務專業測驗(信託法規乙科)輕型機車,普通重機車

2022/05/29
應徵人數:1-5人
來回約 56 元/日
2022/05/29
幸福企業
【個人金融】金融理財專員(中正區、大同區)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.負責各項理財及相關金融商品推廣。 2.理專工作經驗3年以下。 2.具信託、保險、投信投顧相關證照及銷售服務特質者優先錄取。 3.積極,具服務熱忱,勇於挑戰高業績高獎金者。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,結構型商品銷售人員,金融市場常識與職業道德,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)

2022/05/28
應徵人數:1-5人
來回約 56 元/日
2022/05/28
幸福企業
【個人金融】金融理財專員(台中市西區、中區、北區、北屯區、西屯區、大里區)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.負責各項理財及相關金融商品推廣。 2.理專工作經驗3年以下。 2.具信託、保險、投信投顧相關證照及銷售服務特質者優先錄取。 3.積極,具服務熱忱,勇於挑戰高業績高獎金者。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,結構型商品銷售人員,金融市場常識與職業道德,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)

2022/05/28
應徵人數:1-5人
來回約 56 元/日
2022/05/28
幸福企業
【個人金融】金融理財專員(南投)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.負責各項理財及相關金融商品推廣。 2.理專工作經驗3年以下。 2.具信託、保險、投信投顧相關證照及銷售服務特質者優先錄取。 3.積極,具服務熱忱,勇於挑戰高業績高獎金者。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,結構型商品銷售人員,金融市場常識與職業道德,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)

2022/05/28
應徵人數:1-5人
來回約 56 元/日
2022/05/28
幸福企業
【個人金融】金融理財專員(桃園區、中壢區、龜山區)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.負責各項理財及相關金融商品推廣。 2.理專工作經驗3年以下。 2.具信託、保險、投信投顧相關證照及銷售服務特質者優先錄取。 3.積極,具服務熱忱,勇於挑戰高業績高獎金者。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,結構型商品銷售人員,金融市場常識與職業道德,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)

2022/05/28
應徵人數:1-5人
來回約 56 元/日
2022/05/28
幸福企業
【個人金融】2022遠銀獵英計劃-理專(全台)
應徵人數:1-5人
通勤費:來回約 56 元/日

歡迎全省理財菁英加入 聯絡單位:個金營管部人資組 1.三年以下銀行理財專員經驗或相關金融業銷售經驗。 2.具備金融相關證照(信託、投信投顧法規、人身保險、期貨...等)者佳, 並熟悉分行基金、保險、存款業務銷售,具備獨立開發客戶之能力。 3.積極,具服務熱忱,勇於挑戰高業績高獎金者。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,結構型商品銷售人員,金融市場常識與職業道德,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)

2022/05/28
應徵人數:1-5人
來回約 56 元/日
2022/05/28
幸福企業
【個人金融】2022遠銀獵英計劃-資深理專(全台)
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)
應徵人數:1-5人
通勤費:來回約 56 元/日

歡迎全省理財菁英加入 聯絡單位:個金營管部人資組 1.三年以上銀行理財專員經驗。 2.具備金融相關證照(信託、投信投顧法規、人身保險、期貨...等)者佳, 並熟悉分行基金、保險、存款業務銷售,具備獨立開發客戶之能力。 3.積極,具服務熱忱,勇於挑戰高業績高獎金者。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,結構型商品銷售人員,金融市場常識與職業道德,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)

2022/05/28
應徵人數:1-5人
來回約 56 元/日
2022/05/28
幸福企業
B-財富金融處-理財輔導人員-銀行(高雄)
應徵人數:1-5人
通勤費:來回約 56 元/日

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財務金融學類人身保險業務員,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

2022/05/28
應徵人數:1-5人
來回約 56 元/日
2022/05/28
幸福企業
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)

2022/05/28
應徵人數:1-5人
來回約 56 元/日
2022/05/28
幸福企業
財富管理專員_理財規劃處_Citigold Relationship Manager
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: 21277461) 1. 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。 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.商業及管理學門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,結構型商品銷售人員,金融市場常識與職業道德

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
財富管理專員_理財規劃處_Citigold 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) 1. Capability for Citi Priority and Citigold customer acquisition 2. Evaluate customer financial needs and provide full financial products and services with Citibank 3. Promote/Educate customer remote banking & E-banking 4. Maintain & Deepen relationship with customers 5. Ensure customer’s benefits based on company policies and code of conduct 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,結構型商品銷售人員

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
Head of Citigold Relationship Manager_Citigold財富管理主管_理財規劃部
應徵人數:1-5人
通勤費:來回約 56 元/日

The Branch RM Head provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. Responsibilities: 1. Deepens relationships with clients by proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary 2. Works closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs 3. Works closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together 4. Identifies cross-sell opportunities to deepen and increase share of wallet 5. Driving innovation in the solutions we provide clients and further developing our business where necessary and appropriate 6. Identifying and pursuing new clients aligned with Citi’s value proposition. 7. Being future-focused in thinking and planning ahead for ways Citi can differentiate itself from competitors 8. Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen Citi’s relationship with these partners 9. Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests 10. Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective 11. Ensuring that all activities are carried out to the highest ethical standard 12. 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. 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.投信投顧營業員,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,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),結構型商品銷售人員,金融市場常識與職業道德

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
Investment Specialist_投資理財服務部經理(中南區)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.Investment products analysis and review 2.Support Branch Relationship Managers to review clients‘ portfolio, provide investment solutions and rebalancing recommendations 3.Coach the Relationship managers on market trend analysis and product knowledge. 4.The successful incumbent will also be responsible for business development of investment through client seminars and other contact programs. 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.商業及管理學門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,結構型商品銷售人員

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
Personal Banker_財富管理專員_三重分行
應徵人數:1-5人
通勤費:來回約 56 元/日

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 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.商業及管理學門投信投顧業務員,結構型商品銷售人員,金融市場常識與職業道德,信託業業務人員信託業務專業測驗(信託法規乙科)

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
Head of Citigold Financial Consultant_Citigold財富管理主管_大台北地區
應徵人數:1-5人
通勤費:來回約 56 元/日

The Branch RM Head provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. Responsibilities: 1. Deepens relationships with clients by proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary 2. Works closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs 3. Works closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together 4. Identifies cross-sell opportunities to deepen and increase share of wallet 5. Driving innovation in the solutions we provide clients and further developing our business where necessary and appropriate 6. Identifying and pursuing new clients aligned with Citi’s value proposition. 7. Being future-focused in thinking and planning ahead for ways Citi can differentiate itself from competitors 8. Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen Citi’s relationship with these partners 9. Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests 10. Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective 11. Ensuring that all activities are carried out to the highest ethical standard 12. 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. 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,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),投信投顧營業員,結構型商品銷售人員,金融市場常識與職業道德

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
S-金融理財顧問(台南分公司)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.理財規劃及資產配置 2.股票、債券、基金和保險等全方位財富管理,以滿足客戶理財需求。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,產物保險核保人員,外幣收付之非投資型人身保險資格證照,證券商業務員,投信投顧業務員,結構型商品銷售人員,信託業業務人員信託業務專業測驗(信託法規乙科)

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
【經紀】儲備後勤主管
應徵人數:1-5人
通勤費:來回約 56 元/日

培訓分公司後勤作業執行與管理衍生性金融商品銷售人員,證券商高級業務員,投信投顧業務員,信託業業務人員信託業務專業測驗,結構型商品銷售人員

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
〔個金〕財務顧問FA (台北)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.提供VIP客戶財務規劃服務 2.新VIP客戶開拓衍生性金融商品銷售人員,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,投信投顧業務員,信託業業務人員信託業務專業測驗,結構型商品銷售人員,金融市場常識與職業道德,投信投顧相關法規(含自律規範)

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
93090 - 金融作業交割清算經辦
應徵人數:1-5人
通勤費:來回約 56 元/日

1.執行金融商品之交易清算與交割相關作業。 (1) 外匯暨衍生性商品交易清算、帳務、電文、確認書等作業。 (2) 結構型商品(DCI、SI) 交易清算、帳務、電文、確認書等作業。 2.整合或製作金融作業相關商品之報表(含月/季/半年/年報),以符合主管機關要求。 3.配合定期遵法檢視及風險自評,確保各項業務符合法令遵循要求。 4.主管交辦事項。商業及管理學門衍生性金融商品銷售人員,結構型商品銷售人員

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
Citigold財富管理專員_中南區_Citigold Relationship Manager
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。 工作職責 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 2. 發掘客戶潛在需求及期望 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。 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 5. 與產品部門合作,為客戶打造客製化解決方案。 6. 推動創新的解決方案給客戶以進一步發展相關業務。 7. 經營客戶關係以建立新的客戶聯繫。 Find more? Please visit: https://m.youtube.com/watch?v=YsuvROHNdBk 請同步透過花旗官方人才招募網站投遞您的履歷,方可獲得面試機會 https://jobs.citi.com/ (Job ID:21296177) HR: evelyn1.wang@citi.com 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,結構型商品銷售人員

2022/05/26
應徵人數:1-5人
來回約 56 元/日
2022/05/26