• 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
      台北市松山區面議(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

      The Credit Portfolio Officer is a senior-level position responsible for leading activities including credit review, credit approvals and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi‘s portfolio exposure to client and counterparties globally. 

       

      Responsibilities: 

       

      -Develop framework for portfolio risk assessment including evaluation of credit and financial performance across varied lending products and industry segments 

      -Understand applicable credit policies, industry regulations and the requisite impact of those governance items to prospective new partners or product initiatives 

      -Establish and leverage cross-functional partnerships and network with key internal and external constituencies 

      -Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, forecasting and new program due diligence 

      -Prepare risk management presentations for senior management that include analytics on expected portfolio performance and areas of potential risk and/or opportunity 

      -Has the ability to operate with a limited level of direct supervision. 

      -Can exercise independence of judgement and autonomy. 

      -Acts as SME to senior stakeholders and /or other team members. 

      -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:2020-10-20
    • 花旗(台灣) 商業銀行股份有限公司(花旗銀行)
      台北市松山區面議(經常性薪資4萬/月含以上)7年工作經驗以上大學以上百大企業外商企業

      Responsibilities: 

       

      The responsibilities of the credit analyst include analyzing credit data and financial information of companies that are applying for credit or loans to determine the risk that the bank and demonstrates solid analytical skills, uses key ratios and analytical tools to assess a company’s position. 

       

      - Contribute to the development of new techniques and improvement of processes and work-flows by applying in-depth disciplinary knowledge and integrating subject matter and industry expertise within Risk Management 

       

      - Develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques 

      - Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects as required. 

       

      - Participate in developing, testing, and optimizing credit policies, ensuring consistency and regulatory compliance, and assist in the implementation of those policies, processes and other related initiatives. 

       

      - Manage risk levels for the entire credit spectrum across multiple products and prepare risk management presentations for senior 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:2020-10-20
    • 華南商業銀行股份有限公司
      台北市大安區月薪 37,000~45,000元2年工作經驗以上專科以上百大企業高薪100

      必要資格條件(均需取得) 

      1.學歷:專科以上畢業,並已取得畢業證書。 

      2.工作經驗(均須符合): 

      (1)具備基金或保險商品銷售經驗1年以上。 

      (2)應提出近3年內滿1年期間之業績排名、實際業績統計報表等足資證明理財業務能力之文件。 

      ◎銀行櫃台人員金融商品轉介銷售經驗相關年資不予採認。 

      3.專業證照: 

      須同時具備下列各項測驗合格證明書: 

      (1)「信託業業務人員信託業務專業測驗」或「信託業業務人員信託業務專業測驗(信託法規乙科)」 

      (2)「證券商高級業務人員資格測驗」或「投信投顧業務員資格測驗」或「投信投顧相關法規(含自律規範)乙科測驗」或「證券投資分析人員資格測驗」 

      (3)「人身保險業務員資格測驗」 

      (4)「投資型保險商品業務員資格測驗」 

      (5)「人身保險業務員銷售外幣收付非投資型保險商品測驗」 

      (6)「金融市場常識與職業道德測驗」(到職時須仍為有效) 

       

      ※口試得加分條件 

      具CFP(Certified Financial Planner)證照。 

      ※理財人員及初階理財人員經錄取晉用後,應簽立同意書,若業績未達行方所訂標準,須依華南銀行理財人員相關之退場機制辦理。 

      ※如有身心健康欠佳及不良素行未符進用規定、所繳證件虛偽或隱瞞不實等情事,經查證屬實,即予註銷錄用資格。

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    • 更新時間:2020-10-20
  • 精選職缺
  • 此職務急徵人才
  • 企業實習職缺
  • 研發替代役職缺
  • 幸福企業
  • 企業預估回應您的時間為「1個工作天」(2~7天以此類推)