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  • 財務籌資助理專員(助理管理師)-基金財務規劃、籌資及投融資計畫之財務監控機制

    月薪 36000~58000元 台北市士林區 工作經歷不拘
    【Summary of the role】 ※任職單位:投融資處財務組 ※職稱:助理管理師 【Responsibilities】 1.基金財務收入預估:資金需求彙整、預算編列及執行進度追蹤。 2.資金配置與財務管理:規劃整體資金配置策略、資金調度及財務操作與管理。 3.投融資計畫資金撥付及回收管理:投、融資計畫撥款審核及融資計畫應收款與還款管理。 4.對外籌資:依據業務發展及資金需求,研擬並推動對外籌資策略,評估多元籌資工具與管道,辦理籌資方案規劃、跨單位協調及相關財務作業。 5.其他專案或主管交辦事項。
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  • B-海外業務處-國際金融業務分行-聯貸業務開發人員(RM)

    面議(經常性薪資達4萬元或以上) 40000元 台北市中山區 5~6年工作經驗
    1. 負責本行國際聯貸及自貸業務的開發與承作,從案件評估、條件談判到合約簽署,全面參與業務流程。 2. 進行貸後風險監控,確保授信品質,並針對潛在風險提出預警與解決方案。 3. 處理逾期案件的催收與後續追蹤,協助維護本行資產安全。 4. 參與海外業務處內部專案,協助推動跨國業務策略與創新計畫。
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  • B-信託處-保管銀行人員 Custodian Bank Operations Officer

    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.處理保管銀行各類金融商品交割、事務、帳務處理 2.保管銀行業務相關申報事項 3.各類帳務處理與業務往來相關溝通協調 1. Handle settlement, transaction processing, and accounting operations for various financial products under custodian bank services. 2. Manage regulatory reporting and filing related to custodian bank operations. 3. Perform account processing and coordinate communication related to business operations.
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  • 法金_新興企業_客戶關係經理RM/JRM(南港地區)

    面議(經常性薪資達4萬元或以上) 40000元 台北市大同區 2~3年工作經驗
    1.進行年營收新台幣10億元以下之法人金融客戶拓展及關係維護,掌握客戶動態 2.負責法人金融客戶營運及財務分析,提供產品服務 ※請至中信官方招募網站投遞履歷: https://ctbcholding.wd3.myworkdayjobs.com/External/job/––RM-JRM––_JR413-1
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  • 法人業務人員

    月薪 30000~45000元 台北市中山區 3~4年工作經驗
    1.法人業務開發  2.愙戶開發維護與服務 3.舉辦上市櫃企業法說及投資論壇 4.主管交辦事項
  • 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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