公司介紹

產業類別

聯絡人

謝小姐

產業描述

A-4金融證券產險相關業

電話

暫不提供

資本額

傳真

暫不提供

員工人數

80人

地址

台北市信義區松智路1號22樓


公司簡介

景順為亞太區最具經驗的投資經理之一。時至今日,景順在區內擁有強大網絡,於澳洲、中國、香港、印度、日本、新加坡、南韓及台灣均設有辦事處;亦透過合資公司駐足中國大陸。 景順台灣已在地耕耘26年,為當地投資人提供52檔境內外基金商品,其中13檔為境內基金,39檔為總代理之景順集團境外基金,涵括國內股票型、跨國組合平衡型、固定收益型、海外股票型、低波動策略、目標到期策略等基金。景順台灣以景順集團全球資源及投資經驗為發展基礎,努力專注於基金管理業務,持續發行或引薦優質之境內外基金商品,致力提供世界級投資產品及服務以滿足不同客戶之需求。 景順台灣之基金資產總值合計725.5億台幣,境內基金為376.7億台幣,境外基金為348.8億台幣。

顯示全部

主要商品 / 服務項目

我們的營業項目: 一、發行受益憑證募集證券投資信託基金 二、運用證券投資信託基金從事證券及其相關商品之投資 三、接受客戶全權委託投資業務 四、其他經財政部證券暨期貨管理委員會核准之有關業務

福利制度

一、員工與眷屬團保計劃 二、三節禮金、生日禮金 三、教育訓練 四、年度健康檢查 五、年度旅遊 六、員工認股 七、員工協助計劃

工作機會

工作性質
廠商排序
10/09
台北市信義區經歷不拘專科以上待遇面議
Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. Job Summary: The Head of Fund Services is responsible for leading and managing the fund administration function, ensuring the accurate and timely delivery of fund accounting, investor reporting, regulatory compliance, and operational support. This role plays a critical part in maintaining strong client relationships, driving operational excellence, and adhering to industry best practices and regulatory standards. You Role: Provide strategic leadership and oversight of all Fund Services operations, ensuring alignment with organizational goals and regulatory requirements. Set and drive the execution of departmental goals, policies, and procedures to enhance operational efficiency. Lead and mentor the team to foster a high-performance culture. Ensure the delivery of exceptional client service standards, overseeing the resolution of complex inquiries and escalations. Maintain strong internal controls for risk management and regulatory compliance. Ensure compliance with AML policies and procedures. Oversee vendor performance and manage relationships. Collaborate with internal stakeholders and external service providers to optimize workflows. Monitor key performance indicators (KPIs) and enhance process for better service delivery. Lead and contribute to strategic initiatives and transformation projects, including system upgrades, regulatory changes, and business expansion efforts. The Experience You Bring: : 10+ years of experience in fund administration, client services in STIE, SICE, securities or bank industry, with at least 5 years in a senior leadership role. Deep understanding of fund structures, accounting principles, regulatory frameworks and AML controls. Proven track record of managing large teams and complex operations. Strong client-facing and communication skills. Skills / Other Personal Attributes Required: Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Strategic thinking and leadership capabilities Excellent people management and mentoring skills Strong communication and coordination abilities Proficient in written and spoken English. Analytical & Problem-Solving Skills SITE/SICE licenses required CPA/CFA preferred Our benefit policy includes but not limited to: 21 days of Annual Leave Hybrid work schedule Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
應徵
10/09
台北市信義區3年以上學歷不拘待遇面議
Job Summary: Covers operations and related activities. Provides operational support to the asset management business and/or products. Provides post-sale technical customer service to business or end-consumer customers via phone, online chat, or text including: Responding to a high volume of low complexity technical inquiries (e.g., equipment or software installation/activation/troubleshooting, providing technical product specifications & information on compatibility with other products, etc.). Providing responses to customer inquiries based on pre-determined scripts and other response guidance tools. Recommending alternative products or services (e.g., warranties) as part of customer issue resolution. Perform AML/KYC monitoring. Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. To support effective management of Transfer Agency (TA) operations, with a primary focus in client servicing and ensuring compliance with Anti-Money Laundering (AML) regulations. This role is responsible for maintaining service excellence, implementing company policies, and supporting risk mitigation efforts. Key Responsibilities / Duties: Perform daily TA operational tasks accurately and efficiently. Support the implementation of TA team objectives, policies, and procedures. Deliver high-quality service to clients and respond to inquiries in a timely manner. Ensure adherence to AML policies and procedures, including transaction monitoring and client due diligence. Adhere to operational procedures and internal controls to mitigate risk and ensure regulatory compliance. Collaborate with internal stakeholders and external service providers to resolve issues and client inquiries. Participate in and support ad-hoc projects and initiatives as assigned, including process improvements and system enhancements. Work Experience / Knowledge: Bachelor’s degree in Finance or Business area of concentration 3-5 years of relevant experience in SITE industry, with exposure to TA operations and AML practices. Strong communication and interpersonal skills, especially in client-facing environments. Solid understanding of AML regulations and TA operational workflows Good organizational skills and problem-solving abilities Good command of written and spoken English Detail-oriented with a proactive and collaborative mindset SITE/SICE licenses required Our benefit policy includes but not limited to: 21 days of Annual Leave Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
應徵
10/09
台北市信義區經歷不拘大學以上待遇面議
About the Role : Drive cross border ETF(and potential onshore ETF opportunity) and offshore fund asset inflow from covered accounts. Maintain strong relationship with distributors. Push opportunities for cross border ETF (and potential onshore ETF opportunity) and mutual fund asset growth. Actively provide comprehensive service to client. Continue to build Invesco’s relationships with key stakeholders of intermediaries to expand the book of business. Adequately present asset class and capabilities of investment teams at the early stages of engagement. Lead Distribution Agreement discussions. Achieve sales and revenue targets assigned. Achieve the agreed level of client engagement activities. Actively market existing products include having regular conversations with various teams in the intermediaries to highlight the attractiveness and strength of Invesco products versus peers. Support clients when they conduct peer comparison analysis. Coordinate and lead in the organization of roadshows / RM briefings. Address issues/challenges that clients may face with respect to selling our products to their end investors. Work closely with cross departments (E.g. Investment, Compliance, etc.) in delivering timely response and solving issues faced by clients. Requirement for the Role : Bachelor's degree or higher in Economics, Business, Finance, or a related discipline. Over 3 years of experience in intermediary sales within asset management firms or brokerage firms. 2+ years' experience in servicing ETF related businesses. Sales, product research, or investment team experience gained from working in a high-quality financial firm selling ETFs are preferred. Relevant client relationships a preference. Understanding of product set – preferably ETFs, mutual funds, and mandate business. Experience with index or index linked fund products and/or structured/derivatives products is an advantage.   Skills / Other Personal Attributes Required: Good team player. Always be curiosity. Excellent verbal and written communication skills. Good for English writing and speaking Strong team player, who is able to collaborate credibly internally in order to leverage the Firm’s resources locally as well as globally. Ability to conduct complex analysis and present data in a meaningful way. Detail orientation. Working well under pressure. Open-minded, flexible, and willing to listen for other people’s opinions. Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required. License / Registration / Certification: Securities Investment Trust and Consulting Professional License Senior Securities Specialists Personal Insurance Representative for Foreign Currency Receipts Personal Insurance Representative License Qualification Examination for Securities Investment Trust and Consulting Regulations (including professional ethics rules) Certification Test for Structured-Product Sales Personnel Qualification Examination for the Trust Specialist   How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
應徵
智能客服
您好,我是您的智能客服 找頭鹿有任何問題都可以問我喔!