「投銀_承銷通路人員」的相似工作

※成為金融菁英的起點，突破你的職場極限！ ※無經驗也能上手，應屆畢業生強勢徵才！不限科系，給你舞台大展身手！ 工作內容： 1.證券開戶專家：提供專業的開戶與商品諮詢服務，幫助客戶抓住投資契機。 2.挑戰自我極限：你不需要過去的經驗，只需要對金融業的熱情和挑戰精神！ 3.全方位培訓支持：公司提供專業指導，手把手帶你進入證券的世界，助你快速成長！ →你，符合這些條件嗎？ ●熱愛金融、對未來充滿憧憬 ●願意迎接挑戰，成為客戶信賴的投資夥伴 ●渴望一個能發揮潛力的職涯平台 不需要猶豫，立即加入我們，下一位證券新星就是你！

1. 企業上市櫃輔導及撰寫評估報告、底稿編製 2. 上市櫃公司籌資案評估報告撰寫、底稿編製 3. 財顧案之承銷商意見出具

Ready to take your career in financial markets to the next level? I’m supporting an international bank in building its product management team, and we are looking for talented professionals to join. If you have proven experience in financial products, this is a fantastic opportunity to grow your expertise and make an impact. 【Open Positions】 • Fund Product Manager (基金產品) • FX Product Manager (外匯產品) • Offshore Structured Product Manager (境外結構型產品) • Loan Product Management (貸款產品) • Deposits Product Manager (現金存款產品) • Credit Card Product Manager (信用卡產品經理) 【Requirements】 • 3+ years of direct, hands-on experience. • Strong ability to design, manage, and drive product strategies. • Solid knowledge of international financial markets and product dynamics. 【Compensation】 • Highly competitive with significant room for growth and negotiation. If you or someone in your network is exploring new challenges and seeking a platform with global exposure, let’s connect! ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

**本職缺可遠端辦公** 【工作內容】 1. 受託買賣台股有價證券 2. 受託買賣複委託商品,包括：海外股票、債券及結構型商品（不含基金及保險商品） 【具備條件】 1. 優先條件：具備一定客戶基礎者，以及有意願加入複委託轉型計畫者優先；曾擔任銀行理專者優先。 2. 個人特質：對海外市場商品具高度熱忱，有志於在既有基礎上尋找業績突破 3. 工作經驗：具證券、銀行業務開發經驗2年以上者尤佳 4. 具備證券業務員或證券高級業務員證照 【工作環境】 國泰證券法人部提供豐富的台股研究資源及專業交易室，同時提供完善的複委託培育計畫，涵蓋多元商品的專業知識，包括海外股票、債券以及結構型商品，公司提供專業輔銷支援，協助營業員持續學習與追求成長。

瑞保網科 LnB 信用市集為台灣最大的金融科技平台 官網 https://www.lnb.com.tw/ 公司創辦人曾任職花旗銀行/中國信託/匯豐銀行/遠東銀行消金高階主管，成立至今10年多，秉持創新金融服務模式，金融科技平台借貸投資媒合，並獲得行政院國家發展基金列為重點產業投資標的，以「互信」「互利」精神，讓投資方、申貸方與平台三方皆得利！ 透過各平台的信用機制與風險管理，讓投資人跟申貸人藉由網路找到彼此，信任並互相幫助。申貸人取得資金解決需求、投資人每月獲得本息回報，使得金錢可以更有效率地被運用。 LnB 信用市集並非收、放款機構，而是一個網路媒合平台媒合申貸人與投資人，讓投資人與申貸人雙方能夠跨越傳統的仲介人銀行，金錢是直接從對口帳戶流通；除了雙方帳戶所在銀行外，金錢並不會在他人手中停留，大大減低潛在的危機。同時我們導入風險保護機制，使得投資的風險變得較能被預測，並對投資人有所保障。 #本職務針對新投資人開發及既有投資人維護 #薪資及獎金架構比照銀行理財專員水平 #每週五下午茶供應

執行IPO、SPO及併購案件輔導及評估作業 (上班地點為台北市或台中市北屯區北屯路245-1號2樓或高雄市苓雅區和平一路87號1樓)

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

1.海外業務之受託買賣及各項金融商品推廣(海外股票、ETF、海外債券、海外基金)。 2.提供玉山優質客戶、既有客戶關係維繫與開發 3.高固定津貼，高獎金，不定期專案活動獎金 4.專業行銷訓練與金融技能各種培養

【About DBS】 星展銀行總部位於新加坡，是亞洲最大的金融集團之一。 2023 年購入台灣花旗消費金融業務後，星展即成為台灣最大外商銀行。目前已蟬聯五年「世界最佳銀行」的獎項，以及「全球最佳數碼銀行獎 」，打破傳統金融銀行的框架，持續發展數位創新，集團文化也鼓勵員工個人發展，提供豐富的資源和福利。 目前我們正在召集一群優秀的 Taiwan Tech Talents，與我們一起成為 Best Bank for a Better World! 【您可能會想知道】 - 入職即享年假最低 14 天+1 天 Birthday Holiday (未滿一年按比例計算) - 到職即享萬元的彈性補助金，可用於家族旅遊或多項生活津貼 - 完整教育訓練及線上學習資源 - 此職位為後勤單位處理交割作業與支援相關專案 【職位內容】 1. Processes Corporate Settlement. 處理公司結算。 2. Manage Settlement of GFM products, reporting and risk management with a proven track record of automating processes and implementing quality improvements. 管理全球金融市場（GFM）遠期外匯及衍生性金融產品的結算、報告和風險管理，並在流程自動化和實施品質改進方面擁有良好記錄。 3. Expertize in reviewing FX supporting documents. 擅長審核外匯（FX）證明文件。 4. Ensures completeness and accurateness of daily operations. 確保日常營運的完整性和準確性。 5. Support supervisors to identify key issues and self-develop MIS analytics at ad-hoc base. 支援主管識別關鍵問題，並自主開發即時管理資訊系統（MIS）分析。 6. Reconciliation between in-house system and counterparties, GL and Nostro. 執行內部系統與交易對手、總帳（GL）和代理行帳戶（Nostro）之間的核對。 7. Support country automation initiatives and drive progress with stakeholders. 支援自動化作業流程優化，並與相關單位合作推動進度。

一、即時風險監控系統之規劃及建置事項 二、建立與執行各項風險量化及質化管理機制 三、監控風險管理執行情形 四、製作風險管理分析報告 五、協助風險管理評鑑及主管機關查核工作 六、其他主管交辦事項

1.內部稽核(證券經紀業務)查核計畫之執行、稽核報告之撰寫及檢查意見改善辦理情形之持續追蹤。 2.外部檢查機關陪檢(含跨單位溝通協調)及改善事項追蹤覆查作業。 3.內部稽核查核題庫之增修訂。 4.參與管理階層重要專案及會簽會辦管理階層所訂政策、辦法、規章及其他公文，提供內部控制及風險管理諮詢建議。

負責開發及維繫專業投資機構，政府全委、集團與公司資源、法人，並為基金、代操及私募等業務對外諮詢服務之窗口。

【About this role】 • Deliver timely and accurate client reports, presentations, and customized analyses. • Consolidate and analyze data across equities, funds, and ETFs using advanced tools (Excel VBA, SQL, Bloomberg, Python). • Partner with cross-functional teams (investment, operations, compliance, etc.) to ensure seamless client servicing. • Contribute to global and regional projects, driving improvements and innovation. • Enhance reporting processes with automation and efficiency initiatives. 【What we’re looking for】 • Degree in Finance, Business, or related field. 3–5 years’ experience in asset management, financial services, or professional services. • Strong analytical and problem-solving skills, with attention to detail. • Excellent communicator – able to explain technical insights to diverse audiences. • Proficiency in Microsoft Office (Excel VBA, PowerPoint, Word); SQL, Python, or data visualization tools are a strong plus. • Knowledge of fund accounting and portfolio performance measurement (GIPS standards) is an advantage. 【Others Details】 • Working Hours：Mon-Fri, 9:00am-6:00pm. • Location：Taipei City. • A collaborative, flexible work culture. • Career growth with comprehensive training and certifications. • Wellbeing and mental health support. • Opportunities to innovate and contribute to global projects. • Competitive benefits, retirement & savings programs. ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

打造金融界的清流新勢力— 拒絕官僚內耗、專注財經專業價值 【我們是誰】 浦惠是少數受邀與警界合作打詐的合法投顧之一， 秉持正念善行、誠實透明，用內容與信任走出市場獨有路線。 為所有支持我們的會員，給予真正值得信賴的專業內容， 也是浦惠持續努力的初衷與責任。 【風氣文化】 ・工作氣氛融洽，沒有勾心鬥角 ・團隊講求效率，無不合理加班 ・重視專業誠信，不浮誇不作秀 【浦惠節目】 ・YouTube《浦男搜股》 週一至週五 13:35 線上直播 提供深入產業分析，獲得眾多粉絲支持 傳送門：https://reurl.cc/8DElv4 【尋人啟事】 我們想找的不只是人才，而是願意一同改變財經圈風氣的夥伴。 如果你也相信專業可以有溫度，誠實能帶來長期價值， 我們誠摯邀請你的加入，一起打造正向影響力。 【職位概述】 想來浦惠挑戰數百萬甚至更高的年薪嗎? 擁有同樣專業的你，是否也還在尋找能夠發揮的舞台? 身為合法金融機構，我們除了擁有最前衛的影音團隊，也提供豐富多元的行銷資源， 為分析師量身打造個人IP，選好最佳拍檔，才能發揮無限潛能! 【必要條件】 具備證券投資分析人員(CSIA)證照 【面試流程】 1. 應徵請附上一支5分鐘的自我介紹+解盤影片(可提供雲端連結) 2. 審核通過，HR將邀約進一步的實體面談

1. 具金融商品操作經驗。 2. 具電腦基本維護經驗。 3. 依主管指示完成交辦事項。 4. 具良好駕駛經驗，品行佳。 5. 上班時間配合住宿。 6. 具證券商經驗。

1.執行各類業務風險之例行性風險控管及支援各項交易業務相關的專案。 2.監控投資部位風險限額、部位變化及提供分析報告。 3.協助規劃提升相關業務風險控管機制，如市場風險、作業風險管理等工作。 4.其他主管交辦事項。

【Responsibilities】 • Prepare vouchers of Accounting related entries and book into system with accuracy. • Perform various kinds of account reconciliation (due from banks, Nostro accounts and internal suspense accounts), communicate with operation Depts. to investigate outstanding items and settle it in a timely manner. • Generate and complete of Head Office quarter and term end closing reports with accuracy and reliable financial information. • Generate and complete the Regulatory Reports with accuracy and reliable financial information in compliance with local regulations. • Keep up to date with changes to the current reporting requirements ensuring that all returns are completed in accordance with the rules and that the bank complies with them. • Assist in the implementation of any departmental projects or initiatives. • Support in developing and updating policies to ensure alignment with all relevant regulations. • Develop recommendations for continuous improvement and support implementation. • Support internal and external audits within the department by preparing documentation as required. • 會計相關帳務處理 • 執行銀行往來對帳及編製銀行往來調節表 • 編製總行季報、提供總行可信的財務資訊 • 編製主管機關法規報表 • 營業稅、印花稅計算 • 協助財務報告查核與稅務報告查核等相關事項 【Requirement】 • Bachelor Degree in Accounting, Finance or relevant degree. • At least 1-2 years of relevant experience in banking or CPA firm. • Excellent knowledge of accounting regulations and procedures. ( TIFRS, EAS) • Proficient in English. • Familiar with Microsoft Application, such as Excel, Word, PowerPoint. • Strong attention to detail and good analytical skills • Additional certification (CPA) is a plus. • 大學以上會計、財稅金融、一般商業學類相關科系 • 1-2年工作經驗並具有下列之一的經驗 • 具有國內外金融機構會計部門之工作經驗 • 四大會計師事務所金融業審計、稅務之領組經驗 • 具IFRS國際財務報導準則知識、台灣金融稅務法令/TIFRS、EAS等專業知識 • 熟悉 Microsoft 作業系統,如: Excel, Word, PowerPoint (具程式語能力者為佳) • 流暢英文能力 • 具會計師執照者為佳 【Benefits】 • 正職行員享12日特別休假，2日給薪事假，7日給薪病假 • 年度健康檢查以及流感疫苗注射 • 免費英日文會話教學課程 • 運動健身費用補助 • 定期部門聚餐 • 社團活動 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

證券法人關係經理人員(RM)，主要負責建立和維護與專業投資機構客戶及上市櫃公司之間的深厚業務關係，並通過活動管理和投資研究來促進投資機會、滿足顧客的投資需求，同時需密切關注產業市場趨勢和法規變化，以提供顧客準確的投資建議。 1.開發顧客：開發新顧客及維護現有顧客，建立與專業投資機構、上市櫃公司間之長期關係，以深入了解其投資需求和目標。 2.活動管理：負責規劃、組織和參與各種活動，以建立顧客關係，提供投資信息，以及促進業務合作機會，包括舉辦線上和電話連線會議、企業參訪、投資論壇和國內外考察團。 3.投資研究：需要深入了解專業投資機構及上市櫃公司顧客的核心競爭力和產業發展動態，協助顧客尋找具有投資價值的投資標的及建立投資決策。 1.開發及拓展國內金融法人顧客(投信、自營商、壽險、銀行等證券投資單位) 2.開發上市櫃公司 3.衍生開發一般法人及個人證券帳戶 4.開發台股程式交易顧客 5.法人關係維護與經營

1.執行興櫃報價、製作相關管理報表、進行興櫃市場交易資訊之蒐集…等 2.具有興櫃交易及研究員相關工作經驗5年以上者待遇則面議

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