幸福企業
投資經理
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 分析及評估生技產業研究與趨勢分析 2. 撰寫內部研發計劃評估報告 3. 撰寫外部潛在投資計劃評估報告 4. 內部研發計劃及外部投資計畫管理 5. 協助主管交代事項生命科學學門,藥學學類,醫學學類

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
3天內回覆
業務主管
應徵人數:1-5人
通勤費:來回約 56 元/日

1.執行公司所交代的命令及專案,並執行到位 2.傾聽並能迅速回覆顧客問題解決客戶疑問,提高公司信譽 3.擬定當日應投資標的與操作重點,給予客戶最優值的服務 4.學習並具有外匯經驗或者是金融領域概念 5.具有5年以上帶領團隊經驗輕型機車,普通小型車

2022/05/25
3天內回覆
應徵人數:1-5人
來回約 56 元/日
2022/05/25
幸福企業
3天內回覆
客服人員
應徵人數:1-5人
通勤費:來回約 56 元/日

1.執行主管所交代的命令及專案,並執行到位 2.傾聽並能迅速回覆顧客問題解決客戶疑問,提高公司信譽 3.擬定當日應投資標的與操作重點,給予客戶最優值的服務 4.學習並具有外匯經驗或者是金融領域概念輕型機車,普通小型車

2022/05/25
3天內回覆
應徵人數:1-5人
來回約 56 元/日
2022/05/25
幸福企業
3天內回覆
投資理財人員
應徵人數:1-5人
通勤費:來回約 56 元/日

1.執行主管所交代的命令及專案,並執行到位 2.傾聽並能迅速回覆顧客問題解決客戶疑問,提高公司信譽 3.擬定當日應投資標的與操作重點,給予客戶最優值的服務 4.學習並具有外匯經驗或者是金融領域概念輕型機車,普通小型車

2022/05/25
3天內回覆
應徵人數:1-5人
來回約 56 元/日
2022/05/25
幸福企業
3天內回覆
特别助理
應徵人數:1-5人
通勤費:來回約 56 元/日

1.執行主管所交代的命令及專案,並執行到位 2.傾聽並能迅速回覆顧客問題解決客戶疑問,提高公司信譽 3.擬定當日應投資標的與操作重點,給予客戶最優值的服務 4.學習並具有外匯經驗或者是金融領域概念輕型機車,普通小型車

2022/05/25
3天內回覆
應徵人數:1-5人
來回約 56 元/日
2022/05/25
幸福企業
內勤業務(底薪+高獎金,固定班)
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 使用社群APP進行開發潛在客戶,拓展市場,以達成業績目標。 2. 具細心、負責、耐心特質,邏輯能力強,能獨立作業。 3. 負責業務推展,傳達及說明公司各項業務重大訊息、活動及產品。 4. 完成主管交辦工作及其他專案事項。 **工作地點 : 台中市西屯區七期商辦**

2022/05/24
應徵人數:1-5人
來回約 56 元/日
2022/05/24
幸福企業
內勤業務(底薪+高獎金,固定班)(中班)
應徵人數:1-5人
通勤費:來回約 56 元/日

1. 使用社群APP進行開發潛在客戶,拓展市場,以達成業績目標。 2. 具細心、負責、耐心特質,邏輯能力強,能獨立作業。 3. 負責業務推展,傳達及說明公司各項業務重大訊息、活動及產品。 4. 完成主管交辦工作及其他專案事項。 **工作地點 : 台中市西屯區七期商辦**

2022/05/24
應徵人數:1-5人
來回約 56 元/日
2022/05/24
幸福企業
3天內回覆
營銷人員
應徵人數:1-5人
通勤費:來回約 56 元/日

1.以電話或親自拜訪的方式,開發新客戶 2.聽取研究部門,對於市場投資情勢的分析報告以更新投資操作重點,並避免投資操作風險發生 3.熟悉公司規章及客服作業流程,解決客戶需求。 4.承諾顧客之事項後續處理,相關需求表單填寫等。輕型機車,普通小型車

2022/05/22
3天內回覆
應徵人數:1-5人
來回約 56 元/日
2022/05/22

您搜尋的職缺已經看完囉

放寬一點點條件,有更多工作機會等著您

以下我們用這些條件推薦職缺給您

幸福企業
理財專員-台中地區(神岡區)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.專科以上畢業。 2.具1年以上理財專員經驗或其他金融商品銷售經驗者。 3.專責辦理金融商品銷售、客戶資產管理及客戶關係維護等相關財富管理業務工作。 4.具金融相關工作經驗者,依薪資證明、相關證照等條件,彈性敘薪進用。

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
理財專員-台中地區(東勢區)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.專科以上畢業。 2.具1年以上理財專員經驗或其他金融商品銷售經驗者。 3.專責辦理金融商品銷售、客戶資產管理及客戶關係維護等相關財富管理業務工作。 4.具金融相關工作經驗者,依薪資證明、相關證照等條件,彈性敘薪進用。

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
理財專員-台中地區(大甲區)
應徵人數:1-5人
通勤費:來回約 56 元/日

1.專科以上畢業。 2.具1年以上理財專員經驗或其他金融商品銷售經驗者。 3.專責辦理金融商品銷售、客戶資產管理及客戶關係維護等相關財富管理業務工作。 4.具金融相關工作經驗者,依薪資證明、相關證照等條件,彈性敘薪進用。

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
業務理財專員(起薪45K起 獎金另計 面議)
裕鑫財富管理顧問有限公司
高雄市三民區
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.與客戶洽談業務相關事宜 2.提供諮詢服務 *公司提供客源,無需陌生開發 *非一般電訪、保險.直銷性質 *學習易上手 *準時上下班 員工福利: *勞健保、團保 *供應免費零食、飲料 *提供每日上班餐費 *不定時員工聚餐 *發給三節獎金 *員工國內外旅遊 *生育禮金$5000 *結婚禮金$6000 *生日禮金$1000 *喪葬奠儀金 ★公司有完整的教育訓練 歡迎【各行各業轉職者】

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
市場開發BD (Business Development)
宏視國際有限公司
台北市松山區
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

一、產業動態掌握及市場需求研究,並發掘潛在商機 。 二、協助目標合作產業之新(商業)市場模式開發 及 合作內容規劃 。 三、 負責既有專案 BD 任務推動與執行 。 四、具外商銀行、私人銀行、資產管理公司、企業金融背景 具有風險及投資之能力分析經驗。輕型機車,普通小型車,普通重機車

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 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
財富服務開發專員 全台_Citigold Acquisition Officer
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: 21279547) 1. 透過內部、外部管道開拓花旗財富管理潛在客戶 2. 按照客戶需求協助其開立Citigold帳戶(300萬台幣) 3. 積極鼓勵現有客戶推薦新客戶,以建立潛在花旗財富管理客戶資料庫 4. 即時更新並確保客戶KYC資料的完整性 5. 透過內部推薦或積極的開發外在資源,吸引新投資客戶 6. 率先參與新客戶開發相關的行銷活動 7. 與產品部門合作,透過電訪瞭解能夠吸引新客戶的產品及服務 8. 協助花旗財富管理客戶釐清投資及保險需求,並為其轉介至專業投資人員 9. 熟稔總體經濟趨勢及投資組合策略以展現專業度並推動與新客戶對話 10. 與部門主管定期討論、及後續電話追蹤 11. 提供一致且優質的客戶服務 12. 遵守花旗法令遵循及內控準則 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,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
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 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

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
分行理財服務全方位櫃員_松江分行_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 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

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
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 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

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
分行理財服務全方位櫃員_復興分行_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 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

2022/05/27
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_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 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

2022/05/27
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_中港分行_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) 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。 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. 具有前瞻性,提供差異化的服務為花旗提升競爭力 7. 整合知識與資源以實現花旗共同的業務目標 8. 推動創新的解決方案給客戶以進一步發展相關業務。 9. 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 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,金融市場常識與職業道德,衍生性金融商品銷售人員

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
財富管理專員_南區_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 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

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
分行理財服務全方位櫃員_嘉義分行_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 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

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
分行理財服務全方位櫃員_營業部_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 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),衍生性金融商品銷售人員

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27
幸福企業
分行理財服務全方位櫃員_信義分行_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 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

2022/05/27
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_台中分行_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 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

2022/05/27
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
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-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

2022/05/27
應徵人數:1-5人
來回約 56 元/日
2022/05/27