金融專業主管|1111轉職專區
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轉職熱搜工作

您正在找金融專業主管的工作,共計1338筆職缺在等你,馬上去應徵吧!

  • 【台北101|國際地標職場】法金 - 資深客戶關係維護經理(大台北地區)

    面議(經常性薪資達4萬元或以上) 40000元 台北市信義區 5~6年工作經驗
    1.具備達成個人業績預算目標的企圖心。 2.負責開發新客源,積極拓展法人金融相關業務,如衍生性金融商品、資本市場產品、進出口業務、應收帳款業務等。 3.具備產業分析、財務報表分析、企業授信架構規劃、風險評估以及客戶現場訪查的能力與經驗。 4.需培育業務助理員(ARM)以及指導/覆核ARM製作之客戶徵信文件與作業流程等。 ※本職缺歡迎身障人士主動投遞履歷應徵
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  • 投資顧問 Specialist_Treasury Product (北區/中區/南區)

    面議(經常性薪資達4萬元或以上) 40000元 台中市中區 5~6年工作經驗
    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.
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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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  • 投資顧問 Specialist_Investment Product (北區/中區/南區)

    面議(經常性薪資達4萬元或以上) 40000元 台北市信義區 5~6年工作經驗
    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.
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  • 中壢分行-授信幹部

    面議(經常性薪資達4萬元或以上) 40000元 桃園市中壢區 10~11年工作經驗
    1.專科以上商學科系畢業。 2.具10年以上金融相關經驗,其中曾擔任幹部5年以上。 3.具存匯、外匯及消企金授信經驗。 4.具有業務推展能力。 5.具金融相關證照。
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  • 新埔分行-授信幹部

    面議(經常性薪資達4萬元或以上) 新北市板橋區 10~11年工作經驗
    1.專科以上商學科系畢業。 2.具10年以上金融相關經驗,其中曾擔任幹部5年以上。 3.具存匯、外匯及消企金授信經驗。 4.具有業務推展能力。 5.具金融相關證照。
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  • 個人信用貸款行銷主任

    月薪 35000~200000元 台南市中西區 工作經歷不拘
    ~伯樂尋找千里馬~不要懷疑,就是你 職位說明: 1.全台獨家手機貸款、勞保貸款、全台最大房屋二胎放款 2.負責達成訂定之階段業績目標。 3.公司為每一位電話行銷同仁配備AI助理提升銷售的成功機率。 4.純內勤電訪員,無需跑外面。 5.公司提供專業教育訓練。 6.達成業績獎金及活動獎金另計,獎金無上限。 7.固定週休二日、國定例假日見紅就休,享勞保、健保、勞退6%提撥。 8.具有銷售工作經驗者佳,或曾從事保險、傳直銷、業務銷售專櫃經驗者尤佳。 9.歡迎口條佳、善於傾聽具備溝通能力、有上進心、追求高薪者踴躍應徵。 10.底薪$35,000不到扣,另加績效獎金破萬點獎勵年度達成大紅包,百萬年薪不是夢! 11.公司提供大量有效的(新客客戶名單) 12.提高案件成交率,快速進入職場的好辦法,讓你永續經營 13.核准率全台最高
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  • 經紀業務作業規劃人員

    面議(經常性薪資達4萬元或以上) 40000元 台北市中山區 4~5年工作經驗
    1、內部控制制度修訂 2、結算作業流程規劃 3、管理報表製作 4、主管交辦事項
  • 豐盛理財客戶經理-Treasures Relationship Manager(板橋分行)

    面議(經常性薪資達4萬元或以上) 40000元 新北市板橋區 2~3年工作經驗
    < 注意事項 > 1. 請至JIM bot進行第一階段申請: Jim - 資深豐盛理財客戶經理 (https://dbs-prod.impress.ai/careers/icareers/html-widget/chat-widget/92e652f2-3ac7-450c-b36a-89cf9dbbd7b4/) - 2023的評估 (impress.ai) (建議用Google Chorme瀏覽器開啟) 2. 請至DBS官方網站,註冊帳號密碼後,點選「線上應徵」進行第二階段申請 資深豐盛理財客戶經理 (https://careers.dbs.com/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=21000002&lang=zh_TW) e-JD(透過影片可更了解DBS RM的實際工作樣貌): https://www.youtube.com/watch?v=rhKNH4M2a-o 1.透過卓越的客戶服務及專業的財務解決方案,增加/強化客戶及其家人的財富 2.依據客戶的資產組合/財務需求,提供全方位的理財規劃建議,確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務 3.透過緊密的團隊合作,提供客戶專業、客製化的服務體驗,滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資) 4.https://www.youtube.com/watch?v=rhKNH4M2a-o
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  • 豐盛理財客戶經理-Treasures Relationship Manager(襄陽分行)

    面議(經常性薪資達4萬元或以上) 40000元 台北市中正區 1~2年工作經驗
    < 注意事項 > 1. 請至JIM bot進行第一階段申請: Jim - 資深豐盛理財客戶經理 (https://dbs-prod.impress.ai/careers/icareers/html-widget/chat-widget/92e652f2-3ac7-450c-b36a-89cf9dbbd7b4/) - 2023的評估 (impress.ai) (建議用Google Chorme瀏覽器開啟) 2. 請至DBS官方網站,註冊帳號密碼後,點選「線上應徵」進行第二階段申請 資深豐盛理財客戶經理 (https://careers.dbs.com/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=21000002&lang=zh_TW) 1.透過卓越的客戶服務及專業的財務解決方案,增加/強化客戶及其家人的財富 2.依據客戶的資產組合/財務需求,提供全方位的理財規劃建議,確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務 3.透過緊密的團隊合作,提供客戶專業、客製化的服務體驗,滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資) 4.https://www.youtube.com/watch?v=rhKNH4M2a-o
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