【外商私銀】FI ARM_台北
▌ Responsibilities
1) Oversee KYC processes for the Taiwan client portfolio, including collaboration with stakeholders, acting as the Single Point of Contact (SPOC), and assisting with KYC administration during recertification and new client onboarding, ensuring strict adherence to group KYC policies.
2) Perform daily monitoring of KYC-related financial securities, offering adverse news assessments and compliance feedback to meet the objectives of financial securities compliance.
3) Support business efforts by participating in strategic planning, annual budgeting, and client credit risk management through data analysis, information aggregation, and presentation development. Additionally, maintain and update client profitability reports, credit limit summaries, and key financial sector reports on a regular basis.
4) Manage the progress of ongoing projects and business initiatives, ensuring client relationship management tools are up to date, and work with internal stakeholders on legal document negotiations with clients.
5) Enhance client relationships and manage risk by engaging in daily client interactions, supporting cross-selling initiatives, business development, and continuous credit risk monitoring.
*薪資將依據候選人的工作經驗及具體條件進行綜合評估,最終薪酬將以實際核定結果為準
▌ Other
- Special annual leave
- Female colleagues maternity leave
- Paternity leave for male employees
- Employee insurance (Labour insurance, National health insurance)
- Group insurance (including life insurance, critical illness insurance, accident insurance, hospital medical insurance, cancer prevention insurance, outpatient reimbursement)
- Annual medical examination
- Meal allowance
- Wellness allowance
聯絡人:Gary Cheng
聯絡電話:+886 2 6623 6788
E-mail:gary.cheng@ucatch.com.tw
職務概要
【外商私銀】FI ARM_台北
【外商私銀】FI ARM_台北
外商銀行Financial Controller財務控管部 資深副總裁
外商銀行 Head of Regulatory Office Compliance (法規合規辦公室主管)
【本土投信】多重資產基金經理人
優仕得就業服務顧問團隊
服務電話| (02) 6623-6789
聯絡信箱| service@ucatch.com.tw
公司地址|330012桃園市桃園區同德七街12之1號
統一編號|69547568
私立就業服務機構許可證號 桃市就服字 第0014號