Jobs › Companies › China Development Financial › 【凱基銀行 / 海外事業處.海外金融業務中心】OBU客戶關係經理-2

About this 【凱基銀行 / 海外事業處.海外金融業務中心】OBU客戶關係經理-2 role at China Development Financial

China Development Financial · Onsite · 凱基金控總部/ KGIFH Building

Join us to build a leading financial company in Asia!

Job Family

業務銷售-法人金融/Corporate Banking (KGIB_SS_CB)

Job Description

• 業務開發與客戶維繫:主動開發具潛力之 OBU 企業客戶,深耕既有客戶關係,掌握客戶營運狀況與財務需求,提供客製化跨境金融解決方案。
• 授信與風險管理:負責撰寫高品質之授信評估報告 (Credit Proposal),進行產業分析與財務模型建構;落實貸後管理 (Post-lending Management) 與預警機制,確保資產品質。
• 產品交叉跨售:協同 TMU、外匯、貿易融資、財富管理與聯貸等產品團隊,推展多元化金融產品,極大化客戶貢獻度 (AUM & Revenue)。
• 法遵與內控落實:督導並確保客戶開戶、交易及授信流程符合主管機關及行內 KYC (認識客戶)、CDD (客戶盡職調查) 與 AML (防制洗錢) 之相關規範。
• 專案與團隊協作:指導與帶領 ARM 執行日常業務,提升團隊整體專業能力與運作效率。

Education – Degree / Field of Study

Work Shift

正常工時 (Regular) - 需打卡 (Taiwan)
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About China Development Financial

We look forward to working with future leaders to draw up a new blueprint for finance industry. We welcome you - brave challengers and innovation pursuers - to join us! Mission Embrace innovation and talent to deliver sustainable financial solutions for clients, employees, shareholders and communities. Vision To become a leading financial company in Asia by leveraging innovative solutions and our entrepreneurial spirit. Values Customer centric, trustworthy, entrepreneurial and collaborative.

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