轉職熱搜工作

1. 推廣優惠專案存款，邀請客戶存入新資金。 2. 開發並協助轉介理財客戶、薪轉戶，拓展新客源。 3. 募集信用卡，集團百貨及關企駐點，提供多樣化優質卡別。 4. 開發新通路，維繫經營良好客戶關係。

1. 推廣優惠專案存款，邀請客戶存入新資金。 2. 開發並協助轉介理財客戶、薪轉戶，拓展新客源。 3. 募集信用卡，集團百貨及關企駐點，提供多樣化優質卡別。 4. 開發新通路，維繫經營良好客戶關係。

Overview The Client Manager, Global Network Banking (GNB) will be an integral part of a dynamic team responsible for managing and growing relationships with multinational corporate clients. This role focuses on supporting senior bankers in delivering comprehensive financial solutions, driving client engagement, and ensuring seamless service delivery across various geographies. Key Responsibilities Client Relationship Management Support Assist in managing a portfolio of GNB clients, fostering strong relationships and understanding their financial needs. Prepare client pitch books, proposals, and presentations for client meetings and reviews. Support senior bankers in identifying cross-sell opportunities for various banking products, including Cash Management, Trade Finance, Treasury, and Lending. Act as a point of contact for client queries and coordinate with internal stakeholders to ensure timely and effective resolution. Financial Analysis and Reporting Conduct in-depth financial analysis of client companies, including balance sheet, income statement, and cash flow analysis. Prepare credit proposals and annual reviews, assessing client creditworthiness and risk profiles. Monitor client financial performance and market trends, providing insights to senior management. Assist in preparing financial models and projections to support strategic client initiatives. Product and Service Delivery Collaborate with product partners (e.g., Treasury, Trade, Loans) to deliver tailored financial solutions to clients. Ensure smooth onboarding of new clients and activation of new products/services. Monitor service delivery quality and identify areas for improvement in client experience. Stay updated on market developments, regulatory changes, and competitive landscape relevant to GNB clients. Compliance and Risk Management Ensure all client activities and transactions adhere to internal policies, regulatory requirements, and compliance standards (e.g., AML, KYC). Assist in managing operational risks associated with client relationships and transactions. Maintain accurate and up-to-date client records and documentation. Qualifications Education Bachelor‘s degree in Finance, Economics, Business Administration, or a related field from an accredited institution. A Master‘s degree or professional certifications (e.g., CFA) is a plus. Experience 2-5 years of experience in banking or financial services, with exposure to corporate banking, relationship management, or credit analysis. Experience with multinational corporate clients and an understanding of global banking operations is highly desirable. Skills Strong Analytical Skills: Ability to analyze complex financial data, identify key trends, and draw actionable conclusions. Excellent Communication Skills: Proficient in written and verbal communication, with the ability to articulate complex financial concepts clearly and concisely. Interpersonal Skills: Ability to build and maintain effective relationships with clients and internal stakeholders. Financial Acumen: Solid understanding of banking products, financial markets, and credit principles. Proficiency in MS Office: Advanced Excel and PowerPoint skills are essential. Team Player: Ability to work collaboratively in a fast-paced, team-oriented environment. Problem-Solving: Strong ability to identify issues, analyze root causes, and propose effective solutions. Attention to Detail: Meticulous in preparing reports, analyses, and client documentation.

Overview The Client Manager, Global Network Banking (GNB) will be an integral part of a dynamic team responsible for managing and growing relationships with multinational corporate clients. This role focuses on supporting senior bankers in delivering comprehensive financial solutions, driving client engagement, and ensuring seamless service delivery across various geographies. Key Responsibilities Client Relationship Management Support Assist in managing a portfolio of GNB clients, fostering strong relationships and understanding their financial needs. Prepare client pitch books, proposals, and presentations for client meetings and reviews. Support senior bankers in identifying cross-sell opportunities for various banking products, including Cash Management, Trade Finance, Treasury, and Lending. Act as a point of contact for client queries and coordinate with internal stakeholders to ensure timely and effective resolution. Financial Analysis and Reporting Conduct in-depth financial analysis of client companies, including balance sheet, income statement, and cash flow analysis. Prepare credit proposals and annual reviews, assessing client creditworthiness and risk profiles. Monitor client financial performance and market trends, providing insights to senior management. Assist in preparing financial models and projections to support strategic client initiatives. Product and Service Delivery Collaborate with product partners (e.g., Treasury, Trade, Loans) to deliver tailored financial solutions to clients. Ensure smooth onboarding of new clients and activation of new products/services. Monitor service delivery quality and identify areas for improvement in client experience. Stay updated on market developments, regulatory changes, and competitive landscape relevant to GNB clients. Compliance and Risk Management Ensure all client activities and transactions adhere to internal policies, regulatory requirements, and compliance standards (e.g., AML, KYC). Assist in managing operational risks associated with client relationships and transactions. Maintain accurate and up-to-date client records and documentation. Qualifications Education Bachelor‘s degree in Finance, Economics, Business Administration, or a related field from an accredited institution. A Master‘s degree or professional certifications (e.g., CFA) is a plus. Experience 2-5 years of experience in banking or financial services, with exposure to corporate banking, relationship management, or credit analysis. Experience with multinational corporate clients and an understanding of global banking operations is highly desirable. Skills Strong Analytical Skills: Ability to analyze complex financial data, identify key trends, and draw actionable conclusions. Excellent Communication Skills: Proficient in written and verbal communication, with the ability to articulate complex financial concepts clearly and concisely. Interpersonal Skills: Ability to build and maintain effective relationships with clients and internal stakeholders. Financial Acumen: Solid understanding of banking products, financial markets, and credit principles. Proficiency in MS Office: Advanced Excel and PowerPoint skills are essential. Team Player: Ability to work collaboratively in a fast-paced, team-oriented environment. Problem-Solving: Strong ability to identify issues, analyze root causes, and propose effective solutions. Attention to Detail: Meticulous in preparing reports, analyses, and client documentation.

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we‘ve been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world‘s toughest challenges. ICM Underwriting Reviewer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards. Prepare a detailed written credit summary of commercial applicants requesting credit by analyzing the business, interpreting the finance need, identifying the strengths and prevailing risk factors and rendering a final credit decision. Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information. Perform credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to assess repayment capacity based on cash flow statements, tax returns, and statements. Perform industry and geographical research and other due diligence as needed. Maintain a solid understanding of Citibank products and services - within Small Business/Commercial Banking and the broader organization. Maintain compliance with Citibank credit policies/practices and regulatory policies, to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors. Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels. Work with management team on prioritization and implementation of approved actions. Provide backup support to Credit Underwriting Group Manager, lead projects and initiatives and mentor lower level Credit Officers as needed. Other duties as required to support business unit and company goals. 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.

【文審作業】 1.房/信貸撥貸審核作業。 2.法金案件授信額度建立、建檔維護及撥貸條件審核。 3.債權文件及相關書類(含擔保品之徵提、設定、檢視等)審核。 4.授信條件追蹤覆核作業、待補事項之追蹤補正。 5.擔保物抵押權/質權塗銷、變更審核。 【撥貸帳務處理】 1.臺幣授信撥貸作業及相關帳務處理。 2.法金授信案件撥貸及貸後相關帳務處理、應收帳款承購帳務處理。 3.法金授信基本資料、保人及擔保品相關建檔作業處理。 ※本職缺歡迎身障人士主動投遞履歷應徵

1.異常行為風險案件分析、調查與規劃 。 2.行為風險監控查核 。 3.金流查核之規劃與執行。 4.查核意見反饋及貼標 。 1. Analysis, investigation, and planning of abnormal behavior risk cases. 2. Monitoring and inspection of behavioral risk. 3. Planning and execution of fund flow audits and reviews. 4. Audit feedback reporting and risk tagging.