轉職熱搜工作

【工作職責】 您將擔任微型企業/新創企業客戶的財務顧問，提供企業合適的資金方案，促進其穩健成長。 您需要蒐集潛在企業客戶名單，透過電話與面訪方式，深入了解客戶需求，建立信任關係。 本組為客戶家數最多，能夠快速累積各行業知識與企業授信實務。 •量身打造解決方案：根據客戶的營運狀況，提供客製化的財務解決方案，協助其解決資金需求。 •風險評估與業績達成：與內部審查團隊合作，進行風險評估，確保方案可行，同時達成個人及團隊業績目標。 •持續服務與價值提升：定期關懷既有客戶，提供後續服務，挖掘新的合作機會，提升客戶滿意度與忠誠度。 ________________________________________ 【我們尋找這樣的你】 •積極主動：面對挑戰不退縮，勇於突破困境，持續追求卓越。 •快速行動：具備高度行動力，能迅速回應客戶需求，實現目標。 •持續學習：樂於學習新知，適應快速變化的市場環境，持續自我成長。 ________________________________________ 【為何選擇這份工作？】 •完整培訓計畫：提供為期3個月的專業訓練，包括一對一輔導、線上與實體課程，協助您迅速掌握業務技能。 •優渥獎酬制度：具市場競爭力的薪資結構，高底薪（$40,000 起）+明確的獎金制度，讓您的努力獲得實質回報。 •職涯發展機會：暢通的晉升路徑，表現優異者有機會參與亞太MA（海外業務儲備幹部）專案，拓展職涯視野。 若您對金融業務充滿熱情，渴望成為企業信賴的財務顧問，歡迎加入我們的行列，共同創造價值！ 更多資訊，請見「中租人才招募網」https://www.hr5871.chailease.com.tw/chailease.html

1. Provide advisory services on treasury products to Treasures clients to achieve clients and financial objectives. 2. Coach, train and lead sales team (BMs and TRMs) to promote FX/DCI, fulfilling internal and external regulatory requirement. 3. Lead and support sales team to deliver the set revenue target and grow FX/DCI AUM. 4. Perform joint sales call / appointment with RMs when required 5. Drive and grow the FX/DCI business through an effective sales management model. 6. Attend all relevant training/briefings and assist in treasury product development by providing feedback on clients; preferences and needs as well as contributing ideas on how products can be better packaged and retailed to clients.

Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Description for CDD Checker： 1. Conduct due diligence on customers during new case review, regular review and trigger review, assist banks in implementing anti-money laundering policies and conduct data analysis and management as needed. 2. Cooperate with RM/CSO/Maker to understand customers, correctly assess customers‘ anti-money laundering risks, collect documents from customers/public sources, liaise with RM/CSO/Maker and other relevant legal compliance departments and complete high-quality CDD in time . 3. Provide RM with insight into client AML risk and understand the industry, client information and other relevant factors that may affect the bank‘s AML risk. 4. Familiar with and flexibly apply all CDD policies and guidelines, and complete all CDDs in accordance with guidelines and policies and regulations. 5. Work with Financial Crimes and Security Services (FCSS) to provide IBG with a clear AML/CFT advisory and CDD/KYC process. 6. Work with Compliance, Technology and Operations to manage processes, documentation to comply with regulatory requirements 7. Ensure all CDD submissions/responses are completed in a timely and accurate manner, checking relevant forms for correctness. 8. Make sure there are no overdue CDDs and make sure to perform the CDD with a fast TAT and complete all CDD-related exercises by the deadline. Work as a team and support each other to complete daily BAU work and assigned ad-hoc projects. Qualification： 1. good understanding and experiences to AML/KYC & controls 2. quality skillset to manage data extraction & report production 3. purpose-driven & relationship-led characters to collaborate with stakeholders. 4. Language ability: English reading and writing ability - Business level.

工作職掌: 協助分行舉辦理財說明會、進行每日市場分析與報告，提供即時的資訊給理專。需給予教育訓練，協助理專提升專業，包含:市場/產品等。與分行經理及業務主管合作，進行顧客分析並提供合適的投資理財規劃諮詢，符合客戶需求。提供策略面的專業，協助分行提升分行績效與理專生產力。 Responsibilities: - IC play the role as the speaker for the small client seminar held at each branch. - To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors. - IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people. - Refine the sales trainings via morning update and informal communications with sales people. - Co-work with BBM and sales lead on the analysis of customer composition, and help BBM/sales lead and sales to develop suitable product/pricing strategy to service the customers at the branch level. - IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs. - Help in writing the market outlook/product related materials for the purpose of sales training and role plays. - Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients. - Responsible for the feedback of voice and requirements to CIIP research team and product teams. - Develop strategies to help TRM to acquire new customers and to acquire new money.