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Christine Lee

Senior Financial Specialist at Jih Sun International Commercial Bank Co., Ltd.
Intro Book
Christine Lee, a seasoned financial professional with 4 years of experience in senior financial specialist roles at Jih Sun International Commercial Bank Co., Ltd. and Bank of Taiwan, with a finance degree from East Asia University.
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Location
Taipei City, Taipei City, Taiwan, TW
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Experience

  • Jih Sun International Commercial Bank Co., Ltd.
    • Taipei City, Taiwan
    • Senior Financial Specialist
      • Sep 2019 - Present
      • Taipei City, Taiwan

  • 群益金鼎證券股份有限公司
    • Taipei City, Taiwan
    • Associate-Settlement and Clearing Dept.
      • Jul 2018 - Sep 2019
      • Taipei City, Taiwan

      1.代理向主管機關進行身分登記與設立稅籍編號2.辦理外資客戶來台開立FINI帳戶相關事宜包含開立銀行、集保與券商帳戶3.代理向主管機關(如央行與期交所)申報外匯資金出入及期貨帳戶餘額申報4.辦理證券結算與交割作業5.確認保管客戶於各券商交易內容與集保結算所進行比對6.特殊交易之作業(如全額交割、IPO詢圈、競拍、資產交換選擇權)7.每月月報申報與檢核8.會計帳務與傳票維護9.股東會通知、代理投票、指派出席等相關作業10.除權息通知作業與配發入帳11.代理客戶與各券商、部門及主管機關聯繫12.款、券撥付等相關作業13.協助客戶提供指示或循證函14.提供每日庫存與帳戶報表15.進行洗錢防制與CRS作業16.其他客戶要求之各項需求

  • 花旗(台灣)銀行
    • 台灣 宜蘭縣
    • Banking Associate
      • Aug 2013 - Jun 2017
      • 台灣 宜蘭縣

      1.協調公司與客戶間關係的建立及維護2.替客戶規劃適當財務配置3.風險適合度分析4.財務分析資料統籌5.替公司或個人進行財務控管6.整合市場及各項投資產品並分析簡報7.專業投資人資格申請8.公司品牌推廣行銷9.開發潛在客戶10.KYC與AML作業

Education

  • 2009 - 2013
    嶺東科技大學
    學士, Finance, General

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