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KGI Financial Holding

# 【凱基銀行/海外事業處】OBU客戶關係經理助理

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_JR106299)

[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客戶關係經理助理

## 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)

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

授信報告協助： 協助 RM 蒐集客戶財務報表、產業研究資料，並協辦徵授信報告 (Credit Proposal) 及年度覆審報告之撰寫與系統登錄。

### KYC / AML 作業執行

辦理 OBU 客戶開戶作業，確實執行 KYC、CDD 審查作業、洗錢防制檢核及定期的資料更新與維護。

### 帳務與撥貸作業

擔任前台業務與中後台 (審查、作業、外匯中心) 之溝通橋樑，協助處理動撥款項、外幣匯出入、信用狀開立及各項交易指示之文件審核與傳遞。

### 日常客戶服務

協助回覆客戶日常業務詢問，處理例行性存匯、額度動用等帳務問題，維持良好的客戶滿意度。

### 貸後管理追蹤

追蹤客戶財務報表繳交進度、財務承諾 (Financial Covenants) 檢核及擔保品管理。

### 資格條件 (Qualifications)

學歷： 國內外大學以上學歷，財經、商管相關科系畢。

### 經驗

具備 1-3 年銀行相關工作經驗，曾任法金 ARM、徵信人員或 OBU 外匯作業人員者佳。

### 專業技能

熟練使用 MS Office (特別是 Excel 數據處理與 Word 排版)；具備基礎財務會計知識。

### 語言能力

具備中等以上英文能力，能閱讀英文財報與商業信函。 ​ 個人特質： 細心負責、抗壓性高、具備良好的溝通協調能力與團隊合作精神，且對未來晉升 RM 具備強烈企圖心。

### 證照

具備初階授信、外匯、信託或防制洗錢相關證照者尤佳。 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_JR106299)

## 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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