野村證券投資信託股份有限公司

1. NAV calculation for mutual funds and mandate accounts. 2. Internal report / external relevant declaration matters or other routine matters. 3. Settlement matter related communication and maintenance.

- This position is responsible for building and executing sales strategy for our ETF business with distributors and institution investors. - Build and maintain great relationship with securities companies. - Provide training, visits and seminars to serve securities companies to enhance the product awareness and promotion of our ETF products. - Approach institution investors for the introduction and sales of our ETF products.

- This position is responsible for building and executing sales strategy for our ETF business with distributors and institution investors. - Build and maintain great relationship with securities companies. - Provide training, visits and seminars to serve securities companies to enhance the product awareness and promotion of our ETF products. - Approach institution investors for the introduction and sales of our ETF products.

This position is accountable for assisting the DTI head to manage existing portfolios, participate to client pitching, help preparing relevant report and reporting to clients, manage directly portfolios for clients. - Develops short- and long-term investment strategies based on macroeconomic developments and industry trends - Manages investment portfolios in line with Nomura compliance, local regulations and according to the terms expressed in client contracts, in order to maximize investment return commensurate with an acceptable level of risk - Reads daily financial news sources to be aware of trends and situations that may impact on market performance, keeps her/himself informed about developments in the security markets, and uses fundamental and technical research to arrive at sound and timely investment decisions - Conducts research about industry developments and companies, talks to senior managers of companies and market brokers and calculates company values in order to decide on the best time to buy, sell or hold particular shares - Works closely with the Institutional Sales department to facilitate gaining institutional client contracts - Provides monthly and quarterly reports to clients - Conducts presentations about performance results and investment strategies for clients upon request

1. Develop personal sales and action taken plan, which should be deliberated in client list & predicted figures, to achieve revenue and net sales goals. 2. Demonstrates professional knowledge of financial market situation, products and asset allocation as well as invest timing management ability to provide excellent services to clients, including investment suggestions and allocation advisory in order to make the most of core client's profitability. 3. Maintain good relations with core clients to gain on-going business opportunities and derive additional sources of clients from the existing ones. 4. Responds quickly to customer needs, including profit/ loss alerts, information notices and complaint handling.

1. Noontime on duty for phone service. 2. Execute the phone service、campaign information delivery and customer caring task. 3. Follow related leads from events (physical & digital) for investment knowledge education and Nomura SITE’s service introduction. 4. Assist client account opening procedures and document handling. 5. Assist project manager to plan/monitor the progress/quality of programs. 6. Collect and analysis the market info. and best practices for the program design & execution

1. Identify channels into different tiers for the efficiency management. 2. Collect all kind information from channels and competitors to implement strategic planning. 3. Visit channel distributors regularly to deliver the most update fund information/services and find out what they need in order to achieve sales target. 4. Deliver our house view that is related to the latest market status to distributors. 5. Hold training courses and seminars to the channel distributors from time to time 6. Share market/product ideas and experience to all the members within our Division and Department.

1. Manage Multi-Asset Global Tech Fund 2. Covering Asian technology sector research and contributing to the team 3. Preparing reports to meet regulation requirements 4. Communication with sales team and clients and marketing materials preparation

主要工作為支援業務團隊辦理洗錢防制與打擊資恐(AML/CFT)相關作業，工作內容包含： －客戶盡職審查作業(Customer Due Diligence)，若有必要需聯繫客戶以取得完整資訊 －姓名檢核(Name screening)作業，包含黑名單比對與排除，並留存查核紀錄 －管理查核名單資料庫，並定期執行驗證、補充資訊 －協助部門行政事務與主管交辦任務

1. 協助業務同仁處理日常行政與支援事務（如資料彙整、簡報製作、產品文件準備） Assist sales team with daily administrative and operational tasks such as data consolidation, presentation preparation, and product document support. 2. 確保每日境內外基金交易的處理準確且即時 Ensure accurate and timely processing of daily onshore and offshore fund transactions. 3. 處理客戶開戶作業與實質受益人審查（KYC/CDD），並與內部單位配合，確保流程合規且即時。 Handle account opening and customer due diligence (KYC/CDD) for direct clients, coordinating with internal departments to ensure the process is both compliant and timely. 4. 電話或Email回覆客戶基本問題，主動協助客戶解決開戶或交易過程中遇到的狀況。 Communicate with clients via phone and email to answer basic inquiries and proactively resolve issues related to account opening or transactions. 5. 協助籌辦客戶說明會與業務推廣活動之行政與資料支援。 Support the planning and execution of client seminars and sales promotion events. 6. 跨部門溝通協調，主動跟進作業進度與問題處理。 Collaborate across departments to proactively follow up on tasks and resolve issues. 7. 其他主管交辦事項 Other tasks assigned by the manager.

Global Investment Solutions team is an integral component of the Investment Division on Nomura Asset Management Taiwan. The team provides quantitative research capabilities and supports different investment teams in allocation and securities selection decisions. The team is responsible for advise fund managers and institutional clients. Then team is also responsible for ETF product design and portfolio management. Key Accountabilities: - Portfolio management based on the passive replication strategies or quantitative approach. - Well experienced in managing different kinds of mutual funds which include ETFs, fixed income funds, multi-asset funds or FoFs. Experience in managing mandate accounts is plus. - Develop new strategies/solution/products to support business expansion. - Develop portfolio and market analysis tools to support portfolio management activities. - Conducts research about new products and investment strategies with quantitative approach. - Coordinating with index providers and related counter parties. - Conducts presentations about new products and investment strategies for clients or liquidity providers upon request. - Preparing regular and ad-hoc reports to meet regulation requirements.

1. Gain understanding of business requirements through on job training to effectively analyze business requirements and manage test processes. 2. Develop and implement software programs for ongoing IT projects 3. Conduct thorough testing on developed software to ensure quality and identify potential defects. 4. Proactively research and evaluate new technologies, culminating in comprehensive proposals outlining their potential integration and next steps for implementation. 5. Ensure clear and timely communication of project issues, risks, and test progress through detailed reports and updates.