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B-金融市場處_助理債券銷售交易人員Assistant Bond Sales & Trader
面試心得
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企業名
永豐金融控股股份有限公司(永豐銀行/永豐金證券/永豐金租賃)
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工作地點
台北市中山區
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薪資
時薪210~300元
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工作內容
直接參與銀行獲利主軸之一「海外債券」銷售業務,建立扎實的金融商品專業。
Actively participate in one of the bank’s major profit drivers – overseas bond sales – and build solid expertise in financial products.
1.債券客戶協訪及開戶:負責海外債券開戶與交易合規檢視,掌握國際債券市場實務流程。
2.專業投資人客戶合規經營:協助執行專業投資人資格評估及 KYC 作業,學習相關風險控管。
3.交易執行:協助執行債券報價及交易,確保交易流程精準無誤,培養對市場交易及價格變化的敏銳度。
4.售後服務與關懷:協助執行客戶虧損關懷程序,學習在市場波動時與客戶進行專業溝通與關係維護。
1. Client Meetings & Account Opening
Responsible for compliance review of overseas bond account opening and trading, gaining hands-on experience in the operational processes of the international bond market.
2. Professional Investor Compliance Management
Assist in conducting professional investor eligibility assessments and KYC procedures, while learning relevant risk control practices.
3. Trade Execution
Assist in bond pricing and trade execution, ensuring accuracy throughout the transaction process, and developing keen sensitivity to market activities and price movements.
4. After-sales Service & Client Care
Assist in implementing client loss-care procedures and learn how to communicate professionally and maintain client relationships amid market volatility.
永豐金融控股股份有限公司(永豐銀行/永豐金證券/永豐金租賃)-使用1111轉職專區
https://central1111.com.tw/turn/