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KGI Financial Holding

# 【凱基銀行/海外事業處】OBU客戶關係經理

Full-time 

Listed on KGI Financial Holding’s official careers site. Posted September 7, 2026. Check that it is still open and apply there.
[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/-KGIFH-Building/XMLNAME----OBU_JR106300)

[OpenNash Jobs](https://jobs.opennash.com/) / [KGI Financial Holding](https://jobs.opennash.com/companies/kgi-financial-holding/) / 【凱基銀行/海外事業處】OBU客戶關係經理

## Job description

Join us to build a leading financial company in Asia! Job Family 業務支援-法人金融/Corporate Banking (KGIB_SP_CB)、 業務銷售-法人金融/Corporate Banking (KGIB_SS_CB)

### Job Description 主要職責 (Key Responsibilities)

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。

### 資格條件 (Qualifications)

學歷： 國內外大學以上學歷，商管、財務、經濟相關科系畢佳。

### 經驗

具備 3-5年法金 RM 經驗，其中至少 2 年以上 OBU / 跨境業務/財富管理跨售經驗者優先。

### 專業技能

具備扎實的財務報表分析能力、徵授信報告撰寫能力及敏銳的風險意識。

### 語言能力

具備優秀的中英文聽說讀寫能力，能獨立審閱英文財報。

### 證照

具備初階授信、外匯、信託、內控等法定金融證照。 Education – Degree / Field of Study Work Shift 正常工時 (Regular) - 需打卡 (Taiwan)

## At a glance
- Posted by the employer: Sep 7, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 43 days
- Employment type: Full-time[Apply on KGI Financial Holding’s careers site →](https://cdfh.wd3.myworkdayjobs.com/External/job/-KGIFH-Building/XMLNAME----OBU_JR106300)

## More jobs at KGI Financial Holding

### [(凱基人壽)客服系統測試定期人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/297ae2ff73bb76939e46/)

### [(開發資本) 資深營運管理人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/26746af2c33393bb5c29/)

### [[凱基金控] 新興科技發展人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/a70161eac0fb942a0cac/)

### [[凱基金控] 會計人員](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/6e58b1cf6b51f7b479cc/)

### [[凱基金控] 營運暨永續發展處_營繕與資產管理小組長](https://jobs.opennash.com/companies/kgi-financial-holding/jobs/7719cd2954408f8270ac/)

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