面議（經常性薪資達4萬元或以上） 台北市大安區 3年工作經驗 7天前更新
We are seeking a highly motivated and knowledgeable professional to join our Treasury Marketing Sales team. The ideal candidate will possess a strong foundation in financial markets and demonstrate a client-centric approach in delivering customized treasury solutions. Key responsibilities include:
1. Comprehensive Product Knowledge
Develop and maintain in-depth knowledge of a broad suite of treasury products and services, including but not limited to cash management, liquidity optimization, risk management strategies, foreign exchange, interest rate instruments, and investment solutions.
2. Client Relationship Management
Collaborate closely with Relationship Managers to build and nurture strong client relationships. Understand clients’ financial goals, risk appetite, and operational needs to recommend suitable treasury solutions that support their hedging and investment strategies.
3. Market Intelligence and Advisory
Deliver timely market updates and strategic investment ideas to clients on a regular basis. Monitor and analyze financial market trends, industry developments, and competitor activities to ensure the provision of relevant and forward-looking advisory services.
4. Regulatory Compliance and Client Due Diligence
Ensure full adherence to regulatory requirements, including Treating Customers Fairly (TCF) and Know Your Customer (KYC) principles. Promote treasury products in alignment with both regulatory expectations and clients’ financial objectives.
展開 分紅入股年終獎金員工團保員工購屋低利貸款勞保
