轉職熱搜工作

1.輔導通路銷售理財商品。 2.協助理專執行客戶投資商品理財分析、陪訪或提供客戶規劃服務。 3.提供理專市場分析資訊與投資銷售策略諮詢，各式投資面銷售問題諮詢窗口。 4.協助各項理財及投資說明會的舉辦。 5.負責投資商品銷售教育訓練。 ※本職缺歡迎身障人士主動投遞履歷應徵

1.海外債銷售通路之業務推廣與教育訓練 2.海外債銷售通路之債券報價與交易執行 3.協助銷售端服務及問題排除 4.維護客戶(金融同業、企業法人或自然人)關係 5.其他及主管交辦事項

1.負責外匯(含外幣存款/換匯等)產品經營策略規劃、業務推廣及績效檢視 2.負責外匯產品業務數據分析，與業務單位密切合作，釐清問題並提出改善規劃達成年度目標 3.客戶行為研究分析，與行銷、產品、資訊等部門協作達成業務目標 4.優化外匯產品數位通路服務及流程體驗 5.參與跨單位合作專案及策略規劃 6.外匯產品/服務旅程創新提案(含AI運用)

1. 負責海外企業授信風險相關審查作業，撰寫風險評估報告及放審會提報。案件類型以私人飛機/遊艇融資/船舶融資案件為主，市場以歐洲和亞洲為大宗。 2. 能力成熟後，須搭配授信評估流程進行海外出差訪廠。 3. 其它主管交辦事項。

1.負責企業網銀系統功能規劃及優化。 2.熟捻企業客戶金融服務流程，改善企業網銀系統提升用戶體驗。 3.蒐集研究國內外金融科技、電子銀行、數位金融之創新功能與發展趨勢，提案並轉化為執行方案。 ※本職缺歡迎身障人士主動投遞履歷應徵

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.

In this role, you’re expected to: Identify and implement process improves of the securities and derivatives settlement process using data analysis tools and methodologies Complete operational tasks focused on administering defined procedures, analyses and report preparation Analyze data and make recommendations for the launch of new products and services or upgraded platforms Minimize risk to the bank by monitoring errors and suggesting solutions that reduce errors, and ensure adherence to audit and control policies Identify policy gaps and propose efforts to streamline the securities and derivatives settlement processes Monitor, analyze and evaluate processes and data to ensure the accuracy and quality of completed settlement tasks Maintain an in-depth understanding of how the team collaborates with other areas in accomplishing assigned tasks Appropriately assess risk when business decisions are made, demonstrating particular 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

In this role, you’re expected to: Create customized transaction services reports based on data analysis Monitor and research errors to ensure adherence to audit and control policies Resolve transaction services issues and use technical expertise/ judgment to conduct complex analysis Anticipate and respond to requests for transaction deliverables from internal and external clients and vendors Develop and recommend strategic decisions based off in-depth comprehension of how the Cash & Trade operations team interacts with others business unites in accomplishing objectives Assist with providing informal guidance or on-the-job-training to new team members as required Appropriately assess risk when business decisions are made, demonstrating particular 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

In this role, you’re expected to: Client Services: Serve as a primary point of contact for internal and external client inquiries via email and phone, providing timely and accurate resolutions with regards to pre/post trade issues and enquiries. Trade Lifecycle Management: Resolve complex process problems in global and local systems which require an in-depth evaluation of basic securities processing procedures and industry standards. Process pre trade/trade capture, allocations, confirmations/affiliations, FOBO/P&L reconciliation, and client service. System & Data Integrity: Oversee the set-up of new client, while representing a securities processing team, and acting as the analytical and procedural expert. Serve as analytical or procedural expert for securities processing deliverables/initiatives. Assist with the development of new techniques and streamlining trade processing activities. Regulatory & Exchange Reporting: Prepare and submit mandatory reporting to the exchange, including Day Trading and Omnibus allocation, ensuring full compliance with regulatory requirements. Appropriately assess risk when business decisions are made, demonstrating particular 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

In this role, you’re expected to: Review market announcements related to corporate action events within TWSE MOPS. Verify and approve announcements created by the maker, conduct entitlement reconciliation reviews, and perform payment reconciliation reviews. Investigate and resolve any discrepancies or breaks. Follow up on voluntary corporate action events to ensure all instructions are executed accurately and timely. Participate in the implementation of assigned projects, including new products and services. This involves gathering requirements, participating in system testing, and escalating any issues to the technology team. Monitor daily checklist and EOD process to ensure there is no missing items Appropriately assess risk when business decisions are made, demonstrating consideration for the firm‘s reputation and safeguarding Citigroup, its clients, and assets. This includes driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.