理財專員|1111轉職專區
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  • 【凱基銀行/富裕客群暨薪綜拓展管理部】薪轉業務專員(大台北地區)

    月薪 30000~65000元 台北市中山區 1~2年工作經驗
    薪專業務開發及推廣公司戶存款方案 享所有正式行員福利(行員存款利率、三節獎金、工作獎金、績效獎金) 需求條件: 具金融相關經驗1年以上尤佳,熱情積極、抗壓性高。
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  • 信用卡業務專員 (中區)~保障底薪,高業績獎金(無經驗可,外商福利佳)

    月薪 36000元 台中市西區 1~2年工作經驗
    1. 依照客戶需求推薦信用卡產品。 2. 地點很自由,可選擇跑攤駐點、企業團辦-到公司辦說明會還是掃街陌開。 3. 提供完整的教育訓練,新手沒關係,有團隊協助,上手很快速。 4. 外商福利好,第一年即享14天年假,讓你兼顧工作與生活。 5. 上班時間不固定,排班、輪休 。 你沒有人脈,想做業務? 想要挑戰自己,渴望拜百萬年薪? 那就快快投下履歷,星展歡迎你的加入,
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  • Employee Relations Specialist

    面議(經常性薪資達4萬元或以上) 台北市內湖區 8~9年工作經驗
    Job Description: This Employee Relations role is responsible for a range of employee relations activities and the provision of professional advice to ensure healthy employee relations and compliance with labor regulations and DBS’ employment relationship policy and standards. Job content: - •Develop healthy relationships with internal employee groups and external labour authorities. •Implement DBS’ employee relations strategy to minimize the negative impact of employee grievances or collective labor disputes, and maintain a productive and harmonious workplace. •Collaborate with key stakeholders to design and implement employee relations initiatives to ensure compliance with policies and practices. •Liaise with related parties to investigate and resolve grievances and develop strategies to prevent their recurrence. Provide advice and guidance on disciplinary, grievance and general employee complaints, as well as coach managers where appropriate. •Represent management in negotiations and dispute resolution with employees, unions, employer bodies, government agencies, labor relations authorities, and other agencies to protect the organization’s interests. •Ensure all employer-employee relationships in the organization comply with laws, regulations, employment policy and standards, employment contracts and collective agreements. •Analyze and interpret collective bargaining trends, labor issues, market practices, regulations, and laws to understand their impact on the organization. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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  • B-(中區)私人銀行管理部_私銀客戶關係經理(RM)

    面議(經常性薪資達4萬元或以上) 40000元 台中市西屯區 5~6年工作經驗
    【工作內容】 1.落實年度業務執行計畫及目標,具獨立拓展與開發業務能力,擅長執行高資產客戶之潛在客源開拓 2.熟悉各項金融產品之專業知識,深入了解客戶全方位需求,提供個人化專業之財務解決方案 3.定期審視客戶資產配置組合,依據投資交易策略提供客戶建議 4.確保客戶各相關開戶/交易文件之及時性及完整性 【需求條件】 1、具備證照:信託業務人員、衍生性金融商品銷售人員、證券商業務員 、初階授信人員、金融市場常識與職業道德 2、具有獨立開發業務能力 3、擅長管理並維繫客戶關係 4、擅長各項金融產品及服務之專業知識,運用於管理客戶資產配置組合
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  • B-(桃竹區)私人銀行管理部_私銀客戶關係經理(RM)

    面議(經常性薪資達4萬元或以上) 40000元 新竹市 5~6年工作經驗
    【工作內容】 1.落實年度業務執行計畫及目標,具獨立拓展與開發業務能力,擅長執行高資產客戶之潛在客源開拓 2.熟悉各項金融產品之專業知識,深入了解客戶全方位需求,提供個人化專業之財務解決方案 3.定期審視客戶資產配置組合,依據投資交易策略提供客戶建議 4.確保客戶各相關開戶/交易文件之及時性及完整性 【需求條件】 1、具備證照:信託業務人員、衍生性金融商品銷售人員、證券商業務員 、初階授信人員、金融市場常識與職業道德 2、具有獨立開發業務能力 3、擅長管理並維繫客戶關係 4、擅長各項金融產品及服務之專業知識,運用於管理客戶資產配置組合
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  • B-(南區)私人銀行管理部_私銀客戶關係經理(RM)Relationship Manager (RM)

    面議(經常性薪資達4萬元或以上) 40000元 高雄市苓雅區 5~6年工作經驗
    【工作內容】 1.落實年度業務執行計畫及目標,具獨立拓展與開發業務能力,擅長執行高資產客戶之潛在客源開拓 2.熟悉各項金融產品之專業知識,深入了解客戶全方位需求,提供個人化專業之財務解決方案 3.定期審視客戶資產配置組合,依據投資交易策略提供客戶建議 4.確保客戶各相關開戶/交易文件之及時性及完整性 【需求條件】 1、具備證照:信託業務人員、衍生性金融商品銷售人員、證券商業務員 、初階授信人員、金融市場常識與職業道德 2、具有獨立開發業務能力 3、擅長管理並維繫客戶關係 4、擅長各項金融產品及服務之專業知識,運用於管理客戶資產配置組合 Responsible for driving business growth through acquisition of high-net-worth clients, delivering tailored financial solutions, and managing client portfolios with ongoing advisory support, while ensuring the accuracy and completeness of onboarding and transaction processes. Requires relevant financial certifications, strong business development capabilities, solid client relationship management skills, and comprehensive expertise in financial products and asset allocation.
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  • IBG_CDD checker

    面議(經常性薪資達4萬元或以上) 台北市內湖區 3~4年工作經驗
    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.
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  • B-會計處-財簽人員 Financial Signatory 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.會計帳務及報表編製 2.會計師查核PBC資料彙整暨財務報告編製與核對 1. Accounting operations and financial statement preparation. 2. Compilation of PBC documents for auditor review, and preparation and reconciliation of financial reports. Accounting , Finance, Taxation, and Business or related fields perferred.
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  • Finance_Financial Control_Regulatory Reporting, Specialist

    面議(經常性薪資達4萬元或以上) 40000元 台北市內湖區 5~6年工作經驗
    Job Purpose 1. To review the regulatory reports and ensure they are accurate and submitted to the regulators in a timely manner 2. To support Head of Local Regulatory Reporting to reinforce the control environment, e.g. streamlining the processes, control framework, requirement interpretation, cleaning up data quality issues, guidance to team members, proper escalation, etc. 3. Other ad hoc projects as needed Job Duties & responsibilities 1. Reporting - Review and double check regulatory reports to ensure the accuracy before submission - Provide guidance to the team members for regulation/regulatory requirements - Coordinate the regulatory matters, e.g. new regulation/ requirements, process improvement, communication across the units - Conduct knowledge transfer, including regulation, regulatory requirements, reporting requirements, LRR system, etc. - Answer the queries or ad-hoc requirements requested by the regulators 2. Control - Support to set up a proper control framework to improve the process of reporting - Streamline the processes to improve the efficiency - Detect data quality issues and find out the solutions - Keep regular tracking for monthly Finance Key Regulation Ratio Report - LRR system maintenance 3. Others - New product/system implementation - System enhancement project - LRR system maintenance: updating report spec with new regulatory requirements or new products and also performing report UAT, UI UAT, LV, etc. - Projects - Group initiatives
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  • B-數位金融處-資深數位帳戶經營人員

    面議(經常性薪資達4萬元或以上) 40000元 台北市中山區 1~2年工作經驗
    1. 數位帳戶營運及管理、提出作業流程優化改善建議 2. 數位帳戶專案執行、資料整理及數據分析 3. 跨部門溝通協調、協助處理分行營運作業問題及完成主管交辦事項 4. 數位帳戶防詐作業 5.數位帳戶公平待客相關優化項目與客訴處理
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