求職服務專線
台北 02-2912-6104 轉 2
   02-7703-3104 轉 2
意見回饋
廠商求才專線
台北 02-2912-6104
   02-7703-3104
台中 04-3700-6104
上海 86-21-50277104 轉 1
意見回饋

Investment PM

  • 全職

Job Purpose:
• Identification and development of innovative products/solutions that meet the revenue objectives of the bank and investment goals of the customers
• Performance monitoring of existing products for management reporting and ultimately, to enhance customer experience
• WM Business Planning and Strategies
• To ensure wealth management relevant operation processes and procedures are with full compliance of external regulation and internal requirements.

Key Accountabilities:
• Continue to monitor existing products and looking for new initiative on regular basis
• Maintain and enhance the infrastructure in order to improve the investment service and increase client satisfaction on an ongoing basis
• Monitor and help execute investment performance number and align with business strategies.
• Ensure the relevant operation processes and procedures are fully complied with the external regulation and internal requirements.

Job Duties & Responsibilities:
• Drive investment product business and deliver target budget and growth
• Support team to conduct product survey, selection, launch and promotion and deliver necessary product training to the front line
• Monitoring investment product daily operation process including trouble shooting/procedure/operation/system issues and communication with internal and external counter parties.
• Project management and execution
 Coordinate a broad range of operation with related parties, including Product manager, Sales, Risk, Digi, IT and Ops to assist project development and to satisfy the expectation of customers and to ensure compliance of the Bank policy and regulation requirement.
 Work with regional project team to provide country customization requirement
 Proactive in meeting arrangement and resource planning
 Controlling in time management and analysing project risk
 Optimizing and improving processes and the overall approach where necessary
 Monitoring project progress and hold a regular meeting to update stakeholders
• Review and develop product sales process to make it streamlined with cost efficiency and in line with operation procedure and complied with internal and external guideline.
• Support product managers’ marketing efforts by identifying and highlighting top performing funds or products, or researching relevant market information
• Work with regional product for any product enhancement or new initiative project.
• Adhere to all relevant external regulatory and internal compliance requirement

工作條件

  • 接受身份: 上班族
  • 工作經歷: 不拘
  • 學歷要求: 大學 碩士
  • 語文條件: 英文 -- 聽 /精通、說 /精通、讀 /精通、寫 /精通
    中文 -- 聽 /精通、說 /精通、讀 /精通、寫 /精通
  • 其它條件: Non-technical Experience:
    Good communication and interpersonal skills ability
    A team player able to work under pressure


    Technical Experience:
    Prior experience in product management on investment products (funds/cash bonds/ETF/EQ) in banking or wealth management industry.
    Computing skills such excel/power point
    Fluent in English, both in speaking and writing
    Strong organization skills including delegating tasks, motivating colleagues and managing stakeholder priorities in a deadline-oriented environment

    Professional Qualification:
    Qualifications in CFA, CFP would be an advantage
    信託業務員, 道德與規範證照

福利制度

人才是公司最重要的資產,星展銀行持續實踐對員工的承諾,我們依照不同世代員工的多元需求,打造讓員工更愉悅且安心的職場環境,讓同仁不僅在工作中盡情揮灑,也能在生活中實現自我。

< 貼心的員工福利及活動 >
星展希望在員工照顧和關懷的領域裡領先市場。我們經過縝密的需求研究和持續關注市場上的動態,提供以下福利內容:

< 三大 > 理財優惠
☑ 員工優利貸款
☑ 投資理財手續費減/免不等
☑ 退職金提撥

< 四大 > 彈性福利金
☑ 旅遊福利金
☑ 學習福利金
☑ 健康福利金
☑ 家庭福利金

< 五大 > 暖心考證培訓
☑ 新進人員訓練
☑ 完整員工職涯發展規劃
☑ 語言進修課程
☑ 海外派遣訓練
☑ 證照考試訓練與獎勵

< 六大 > 超水準健康保障
☑ 定期壽險
☑ 住院醫療
☑ 癌症
☑ 意外醫療
☑ 眷屬醫療險(全額公司負擔)
☑ 免費定期健康檢查

< 七大 > 領先薪酬福利
☑ 具競爭力薪酬制度
☑ 底薪津貼
☑ 績效獎金/紅利分享
☑ 年終獎金
☑ 彈性工作時間安排
☑ 未成年子女保障計畫
☑ 職工福利(家庭日、小孩上班日、員工感恩日、電影欣賞日、節慶禮品、歌唱大賽、攝影比賽、婚喪生育補助等)

< 八大 > 貼心放假日
☑ 第一年即享14天年假
☑ 16周產假+2周陪產假
☑ 5天產檢假
☑ 領養假
☑ 生日假
☑ 新生兒照顧假
☑ 志工假
☑ 服務年資獎及年資獎勵假

更新日期:2021-10-25

應徵方式

  • 職務聯絡人: HR
  • 聯絡E-Mail: (請利用104履歷表應徵此工作) 我要應徵
  • 洽: 不接受電洽
  • 洽: 不接受親洽

應徵分析

兩週內0-5人應徵
經歷分佈
新鮮人25%
1~3年25%
3~5年25%
5~10年0%
10年以上25%
學歷分佈
碩士及以上75%
大學25%
專科0%
高中0%
高中以下0%
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