锦鲤求职锦鲤求职

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RM, Cross Industry, Corporate Banking

  • 社招
  • 台北
  • 金融销售
  • 发布于 2026-10-13
原岗位链接 ↗

岗位描述

Relationship & Portfolio Support

Partner with RMs to manage and nurture relationships with top-tier corporate clients and conglomerates.

Serve as a secondary point of contact for day-to-day client operational needs and inquiries.

Coordinate with product specialists (Cash, Trade, Treasury & Markets) to support cross-selling and revenue growth.

Credit & Loan Administration

Assist in preparing Credit Memo/ Annual Reviews in line with relevant policies.

Coordinate end-to-end loan drawdowns, facility setup, and documentation with CCU and Loan Operations.

Monitor portfolio health, including credit utilization, past-dues, covenant tracking, and temporary deviations.

Onboarding & Compliance

Execute rigorous KYC, CDD, and AML checks for new onboarding and periodic reviews.

Ensure strict adherence to internal compliance, risk controls, and regulatory requirements.

MIS & Administration

Maintain accurate tracking of pipeline, revenue performance, and portfolio reports.

Assist with audit checklists, self-assessments, and administrative workflows.

Location:
A12 - 17F (Taiwan)

Job:
Relationship Management

Schedule:
Regular

Employee Status:
Full time

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