理財專員|1111轉職專區
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  • 證券櫃檯人員[萬華]

    月薪 29500~35000元 台北市萬華區 1~2年工作經驗
    ◎ 駐點第一銀行證券櫃檯之服務專員 ◎ 辦理客戶證券、期貨及複委託開戶服務 ◎ 銀行駐點客戶開發、客戶諮詢及共同行銷業務推廣
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  • 證券櫃檯人員[汐止]

    月薪 29500~35000元 台北市松山區 2~3年工作經驗
    ◎ 駐點第一銀行證券櫃檯之服務專員 ◎ 辦理客戶證券、期貨及複委託開戶服務 ◎ 銀行駐點客戶開發、客戶諮詢及共同行銷業務推廣
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  • 【債券】債券交易人員

    面議(經常性薪資達4萬元或以上) 40000元 台北市松山區 2~3年工作經驗
    1.外幣公司債及公債期貨利差交易策略執行 2.總經及技術分析,撰寫投資研究報告 3.協助投資管理相關行政作業
  • 【通路事業部】通路業務人員

    月薪 32000~55000元 台北市大安區 2~3年工作經驗
    1.經營管理並推動區域期貨業務,確保期貨業績目標達成 2.推廣期權業務活動與講座辦理 3.維護客戶關係,增強客戶忠誠度和交易活躍度 4.依市場動態與競爭情況優化經營策略 ※上班地點:臺北市大安區(包含全省分公司)
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  • 26941535 Assistant Vice President, Commercial Bank, Taipei, HYBRID

    面議(經常性薪資達4萬元或以上) 台北市信義區 5~6年工作經驗
    Citi Commercial Bank offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to Mid-Market companies, with an international footprint. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business & Professional Services, Industrials, Digital, Technology & Communications, Consumer and Healthcare. The primary responsibility of the Associate will be, in cooperation with the Senior Relationship Managers, servicing the banking & financing needs of international Mid-Market clients, deepening existing client relationships and acquiring & onboarding new commercial banking clients. Responsibilities: Build relationships with Citi network and operational teams, becoming one of the key contacts for clients’ requests, internal requests/escalation and resolution. Support Senior Relationship manager in management of assigned portfolio of clients. Work closely with Senior Relationship Managers to ensure we provide a ‘Client First‘ approach and help to deliver outstanding day to day banking & operational support to our Mid-Market clients. In cooperation with Senior Relationship Manager calls on clients and maximise ‘One Citi’ client experience, by proactively leveraging and sharing Citi’s market leading insights, global network and solutions. Monitor and support products’ implementation processes, clients on-boarding process and manage sales CRM platform. Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met. Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams. Work with Senior Relationship Managers to analyse client relationships, risks & opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review & preparation. Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes. Understand key commercial banking processes & solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products. Support Senior Relationship Managers on solutioning assessment, preparation of pitch books and meeting materials, assists with new clients’ acquisition. Work collaboratively with key internal stakeholders across CCB, share best practice across teams in order to deliver ‘best in class‘ relationship management to new and existing clients. Appropriately assess risk when business decisions are made, demonstrating 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
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  • 【金融市場】金融交易人員(固定收益)

    面議(經常性薪資達4萬元或以上) 40000元 台北市大安區 工作經歷不拘
    1.債券及相關衍商性商品操作 2.投資交易管理及風險管理 3.國內外債券市場之投資策略研究分析
  • B-數位金融處-SEO暨數據經營人員 SEO & Data Operations Specialist

    面議(經常性薪資達4萬元或以上) 40000元 台北市中山區 2~3年工作經驗
    1. SEO 策略規劃及架構、內容、技術面等優化; 2. 提升相關入口網站流量、優化目標關鍵字排名; 3. 數位平台(網站/APP)行為追蹤及分析; 4. 數位行銷分析建議及媒體追蹤、檢視、分析; 5. 透過數據驅動數位客群金融產品經營、行銷策略規劃並協同行銷人員執行; 6. 客群經營績效目標、行動方案等策略擬定; 7. 分析數位金融發展趨勢並結合金融場景,提出優化客戶體驗規劃。 Plan and optimize SEO strategies across site architecture, content, and technical aspects to increase traffic to key entry websites and improve target keyword rankings. Track and analyze user behavior across digital platforms (websites and mobile apps), provide digital marketing analytics insights, and conduct media performance tracking, review, and analysis. Leverage data‑driven insights to manage digital customer segments, plan and execute financial product marketing strategies in collaboration with marketing teams, define customer performance targets and action plans, and analyze digital finance trends to integrate financial use cases that enhance overall customer experience.
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  • B-數位金融處-數位廣告優化師Digital Advertising Specialist

    面議(經常性薪資達4萬元或以上) 40000元 台北市中山區 2~3年工作經驗
    1. 自媒體廣告投放成效分析及報告產出,並提出廣告投放策略優化建議與規劃 2. 自媒體廣告渠道管理,制定投放策略,優化廣告投放方式 3. 執行廣告策略素材A/B測試 4. 數位平台(網站/APP)行為追蹤及分析 5. 數位行銷分析建議及媒體追蹤、檢視、分析 1. Analyze performance of self-media advertising campaigns, prepare performance reports, and propose optimization strategies and plans. 2. Manage self-media advertising channels, develop placement strategies, and optimize ad delivery methods. 3. Execute A/B testing for advertising creatives and strategies. 4. Track and analyze user behavior across digital platforms (websites and apps). 5. Provide digital marketing insights and conduct media performance tracking, review, and analysis.
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  • Equity Analyst 證券分析師

    面議(經常性薪資達4萬元或以上) 台北市大同區 5~6年工作經驗
    我們正在尋找經驗豐富的證券分析師,熟悉產業調查研究並能領先推薦潛在的投資標的。成功的錄取者能充分掌握產業技術趨勢、公司資訊與市場脈動,對產業相關個股、債劵與衍生性金融商品規劃投資佈局。 工作職責: • 熟悉台灣與亞洲, 美國市場的科技、媒體、電信領域的投資研究者為佳 • 評估市場資訊、競業分析與第三方研究報告,對投資標的股票,債劵等金融商品規劃投資策略 • 負責投資項目執行,包括市場數據研究分析,建立財務模型及投資建議報告撰寫 • 規劃投資建議,協助公司內的其他投資項目 資格: ‧ 5年以上證券分析師經驗 ‧ 出色的質化與量化資料分析能力 ‧ 主動性高,靈活的問題解決者,可獨立運作並樂與小團隊共事 ‧ 出色的組織能力與對細節的關注 ‧ 經濟/金融/商業或相關學科的大學或以上學位
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    3日回覆
  • 數位營業員-永和分公司

    月薪 33000~38000元 新北市永和區 工作經歷不拘
    經紀業務之受託買賣及各項金融商品之推廣。