1.法人交易寄送成交報告書與檔案 2.股票接單、下單、回報 3.法人客戶交收跟催與通知 4.國外股票上手開立及申報 5.客戶交易問題回覆處理 6.債券交易員休假時協助債券交易 7.主管交辦事項
1.業務部門各項市場風險限額管理與部位監控作業。 2.協助風險模型驗證、回顧測試與壓力測試作業。 3.執行製作風險管理報表與分析作業。 4.協助本公司及業務部門風險管理相關辦法制度之修訂作業。 5.協助各項風險管理專案之執行。 6.風控系統維護與提出資訊需求及辦理後續測試驗收作業。 7.其他各項主管交辦事宜。
證券經紀業務管理事務
1.機構及製程的可行性評估。 2.草模/模型試作檢討問題分析改善。 3.零件承認,BOM建立,並擬定零件檢驗標準及產品組裝SOP。 4.試產規劃、問題分析及對策、試模。
1. 負責外銷出口工作,開發及維護現有客戶。 2. 國貿出口外銷2年相關經驗。 3. 有機會參加國內外性展覽。 4. 英文或日文流利佳。 5.熟悉電腦相關文書處理。
1.開戶、集保、交割、結算、信用、出納、key-in。 2.協助處理行政工作及主管主辦事項。
分公司負責人
1.分公司營運相關行政作業 2.通路相關管理報表及業務分析 3.其他主管交辦事項
配合華南銀行開發證券業務
營業櫃台管理事宜,協助單位推動證券、期貨、複委託、財富管理各項業務行銷。
1.執行興櫃交易 .製作交易相關報表。 2.蒐集興櫃市場資料。 3.其他交辦事項。
1.協助海外商品部主管推展複委託相關業務: *複委託業務輔銷、產品規劃 *複委託交易相關作業 *複委託相關行政作業 2.其他主管交辦事項
協助通路教育訓練,陪訪客戶與舉辦講座
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. Shape your Career with Citi Citi’s Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We’re currently looking for a high caliber professional to join our team as Head of Cash & FX Management, Securities Services Operations, Taiwan - Hybrid based in Taipei, Taiwan. The Customer Service Senior Manager is a senior management-level position responsible for accomplishing results through the management of a team or department to drive client resolution and support activities in coordination with the Customer Service team. The overall objective of this role is to drive the seamless delivery of customer service support to external clients. In this role, you’re expected to: Manage one or more teams in servicing and/or sales as well as complex and variable issues with significant impact over department(s) Evaluates team’s performance, make recommendations for pay increases, hiring, terminations and other personnel actions and maintain appropriate staffing requirements to meet operational needs, manage team to meet goals within the budget Monitor, research and evaluate technological advances in the industry to identify appropriate alternatives for enhancing current department operations and evaluate cost/benefits, make recommendations, develop and oversee implementation plans Demonstrate a comprehensive understanding of how own area collectively integrates to contribute to achieving overall business goals; requires basic industry knowledge Provides evaluative judgment based on analysis of information in complicated and unique situations, identify and analyze escalated problems and provide guidance to team members for resolution Negotiate solutions and acts as a liaison with internal and external customers, as necessary Responsible for delivery of end results, shared responsibility for budget management and accountable for resource planning Ensure essential procedures are followed, contribute to defining standards Develop and implement effective policies and procedures to ensure timely, accurate, cost effective and customer service meets or exceeds client expectations 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
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. Responsibilities: This is a country management level position responsible for accomplishing results through the management of Custody Operations teams. The overall objective of this role is to ensure the seamless delivery of activities associated with Custody Services in Taiwan. Investor Services Taiwan supports clients‘ investment activities in local/Taiwan and global markets through settlement, safekeeping and servicing of client assets. Manage the full suite of operations and service delivery for Custody Services Taiwan support many global and local investors with total asset under custody (AUC) of over $100 billion. Ensure that all operations activities comply with the guidelines as stated by local central bank, regulator and depository. The role requires an in-depth understanding of custody operations and/or service delivery. The individual will be accountable for BAU operations while maintaining a pristine control environment. Require frequent client, regulatory and internal stakeholder interactions and it may include in person meeting/s with the local regulator and in local market / custodian forum. Significant experience of managing teams, employee engagement, development, diversity will be key to ensure a motivated and engaged workforce. A strong track record in processing re-engineering and automation will be important to help build scalability as well as meet annual productivity commitments. Qualifications: 10+ years of relevant experience Senior to advanced level experience in a related role with commensurate experience in people management preferred Experience in management with Banking and Financial Institutions preferred In-depth understanding of opportunities that exist within Financial Services and significant experience in Corporate Banking Demonstrated success coordinating with senior leadership and in managing others Proven ability to manage various concurrent activities/projects in a high-risk environment Effective project management and negotiation skills Consistently demonstrated clear and concise written and verbal communication Required Licensing/Registration: 信託督導人員 內稽內控 金融道德 Education: Bachelor’s degree/University degree or equivalent experience Master’s degree preferred
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. Shape your Career with Citi Citi’s Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We’re currently looking for a high caliber professional to join our team as Securities & Derivatives Analyst, Officer, Taiwan based in Taipei, Taiwan. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. We empower our employees to manage their financial well-being and help them plan for the future. Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. We have a variety of programs that help employees balance their work and life, including generous paid time off packages. We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. The Securities & Derivatives Intmd Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. Responsibilities: Process securities transactions, provide analytic input for traders and aid in review of derivative products Utilize data analysis tools and methodologies, in conjunction with professional judgement to make process improvement recommendations Resolve settlement related issues and escalate as needed; recommend solutions to resolve complex issues Participate in the implementation of assigned projects, including new products, services and upgrades to platforms Identify policy gaps and formulate new policies to enhance the streamlining of trade flow processes Monitor and provide solutions to errors to minimize risk to the bank Provide informal guidance, and/or on the job training to new team members 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.
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. Shape your Career with Citi Citi’s Markets business provides world-class solutions and an unmatched global presence. We serve corporates, institutional investors and governments from trading floors in almost 80 countries. The strength of our underwriting, sales and trading and distribution capabilities spans asset classes and currencies, providing us with an unmatched ability to meet the needs of our clients. We’re currently looking for a high caliber professional to join our team as Officer, The Cash and Trade Proc Analyst, Taipei, Taiwan Hybrid based in Taipei, Taiwan. The Cash and Trade Proc Analyst 2 is an intermediate level role responsible for managing technology projects throughout the entire system development lifecycle in coordination with the Transaction Services team. The overall objective is to research and implement sustainable technology solutions, increase efficiency and reduce costs. Responsibilities: Research, identify and recommend technology capabilities that enable the reduction of client inquiries and manual touch points Research current treasury and client operational trends and suggest solutions Work in partnership with vendors, technology, and client operations teams to prototype innovative solutions Propose and implement solutions that will increase operating efficiency and lead to an improved client experience Assist efforts to help drive high rates of client adoption Ensure requirements are clearly stated and that business and client needs are met throughout development 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.
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. Shape your Career with Citi Citi’s Markets business provides world-class solutions and an unmatched global presence. We serve corporates, institutional investors and governments from trading floors in almost 80 countries. The strength of our underwriting, sales and trading and distribution capabilities spans asset classes and currencies, providing us with an unmatched ability to meet the needs of our clients. We’re currently looking for a high caliber professional to join our team as Officer, Securities & Derivatives Analyst, Taiwan (Internal Job Title: Securities & Derivatives Analyst 1 - C09) based in Taipei, Taiwan. The Securities & Derivative Analyst 1 is an entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. • We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. • We empower our employees to manage their financial well-being and help them plan for the future. • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. • We have a variety of programs that help employees balance their work and life, including generous paid time off packages. • We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. In this role, you’re expected to: • Perform trade verifications to ensure accuracy of booking requests • Generate and match trade confirmations according to the International Swaps and Derivatives Association (ISDA) templates • Complete settlement tasks and daily rate revaluations accurately and on time • Coordinate transaction processing issues to the appropriate department and collaborate on a solution • Perform regulatory controls, account reconciliations, and record retention activities in accordance with established policies • Prepare and submit periodic internal and external regulatory reports • Participate in the periodic General Ledger (GL) proofing exercises as directed • 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.
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. Shape your Career with Citi Citi’s Markets business provides world-class solutions and an unmatched global presence. We serve corporates, institutional investors and governments from trading floors in almost 80 countries. The strength of our underwriting, sales and trading and distribution capabilities spans asset classes and currencies, providing us with an unmatched ability to meet the needs of our clients. We’re currently looking for a high caliber professional to join our team as Officer, Securities & Derivatives Analyst, Taiwan (Internal Job Title: Securities & Derivatives Analyst 1 - C09) based in Taipei, Taiwan. The Securities & Derivative Analyst 1 is an entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. • We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. • We empower our employees to manage their financial well-being and help them plan for the future. • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. • We have a variety of programs that help employees balance their work and life, including generous paid time off packages. • We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. In this role, you’re expected to: • Perform trade verifications to ensure accuracy of booking requests • Generate and match trade confirmations according to the International Swaps and Derivatives Association (ISDA) templates • Complete settlement tasks and daily rate revaluations accurately and on time • Coordinate transaction processing issues to the appropriate department and collaborate on a solution • Perform regulatory controls, account reconciliations, and record retention activities in accordance with established policies • Prepare and submit periodic internal and external regulatory reports • Participate in the periodic General Ledger (GL) proofing exercises as directed • 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.
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. The Banker is a senior-level position responsible for Top-Tier Local Corporates relationship management and providing a wide range of treasury and corporate finance solutions, including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, and interest rate and equity derivatives. The Banker also needs to translate Citi strategy into client business planning, product cross selling, senior client access, and effective capital allocation within the Bank, as well as driving the balance between near-term and long-term priorities. Responsibilities: Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends Meet revenue and other financial goals by leveraging Citi’s full spectrum of products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace Partner with internal partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers 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. Qualifications: 15+ years of relevant experience MBA or Master‘s Degree in business preferred Demonstrated collaboration with multiple corporate banking stakeholders including coverage teams, risk and products Comprehensive knowledge of corporate banking business including related products, pertinent regulations and the lending and credit approval process Demonstrated leadership, organizational, negotiation, presentation sales, client-relationship building, analytical and credit skills Consistently demonstrate clear and concise written and verbal communication Experience in originating, structuring and executing transactions and financings Experience with large, global corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Experience in recruiting and managing diverse teams with commitment to talent development and ability to manage and work across a diverse and multi-country matrix structure