IP&A部門正在尋找一位具備熱情與實力的 Business Management Support 夥伴,與我們一同打造高效、順暢的理財交易體驗!
工作內容涵蓋瞬息萬變的市場交易需求,讓您隨時洞悉市場動態,精準的報價、快速的詢價回應,確保每筆交易都完美達成;同時也能透過日常營運 (BAU) 作業,包含作業流程優化與文件審查等,穩固業務基石,是驅動業務運轉的關鍵力量。
我們誠摯歡迎擁有分行理財服務或 Wealth Management Operation經驗的人才,加入我們的團隊!
We're seeking passionate and skilled Business Management Support Specialist for our Investment Products & Advisory Department to build an efficient, seamless wealth management transaction experience with us. Your role will involve navigating dynamic market demands, delivering precise quotes and rapid inquiry responses, to ensure flawless execution. You'll also fortify our operations through essential BAU tasks, acting as a pivotal driver of our business. We eagerly welcome individuals with experience in Branch Financial Services or Wealth Management Operations to become a key part of our team!
Job Responsibilities:
1. Ensure efficiency, timeliness, completeness, and accuracy of daily operations.
2. Control and manage time effectively and support teamwork.
3. Collaborate with Project Manager to support and enhance procedures for joint targets, such as new initiative projects and campaigns.
4. Support the Product team in monitoring risks, corporate action events, launches, and promotions, and ensure timely compliance with local and regional guidelines.
5. Maintain and provide analysis reports, regulatory reports, and customer advice.
6. Adhere to all relevant external regulatory and internal compliance requirement.
【Responsibilities】
• Bank Account Opening, including Branch and Digital Channel, in accordance with the Group Policy, Regulatory Reporting such as FATCA/CRS and local regulatory requirements.
• Perform Bank Account Service process, including DDA Setting, Pre-Designated Account Setting, Balance Account Certification, statement process.
• Perform Bank Account Data Maintenance process, both for customer profile and account level data.
• Works collaboratively and effectively with counterparties to facilitate smooth daily operations.
• Participates as a team member in ad-hoc system testing.
• Contribute to the ongoing design and development of system processes.
• 辦理銀行帳戶開立,涵蓋分行及數位渠道,並遵循集團政策及法規報告要求(如 FATCA/CRS 與本地法規)。
• 處理銀行帳戶服務,包括 DDA 設定、預設帳戶設定、餘額認證及帳單處理等作業。
• 維護銀行帳戶資料,包括客戶資訊及帳戶層級資料更新。
• 與相關單位密切合作,確保日常營運順暢。
• 參與臨時系統測試,支援團隊作業。
• 協助系統流程設計與持續優化,提升作業效率。
【Requirements】
• 大學畢或以上
• 有內控證照加分
• 基本的英語能力、有基本會計知識者優先
• 有相關工作經驗者優先錄取
【Salary & Benefits】
• 享銀行正職福利
• 薪資依經驗可議
• 年假 14 天起 + 生日假 + 志工假
• 年度績效考核獎金
• 年度員工福利津貼
• 員工認股計畫及外幣換匯優惠等
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▲【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/
1. Client service, providing professional services to ensure customer satisfaction.
2. Administration, for meeting regulation and internal procedures
3. Teamwork, collaborate with internal teams to achieve business objectives.
4. Assist in new business development by identifying potential clients
●客戶服務:提供專業服務,確保客戶滿意度。
●行政管理:遵循法規及內部程序,確保業務運作合規。
●團隊合作:與內部團隊協作,共同實現業務目標。
●新業務開發:協助識別潛在客戶,推動新業務發展。
Gallagher台灣秉持誠信、專業與創新的核心價值,致力於成為企業信賴的合作夥伴。我們的團隊擁有深厚的行業知識與經驗,能夠提供高效且具前瞻性的解決方案,幫助企業在競爭激烈的市場中脫穎而出,同時也是讓你成為世界頂尖企業夥伴的絕佳好機會!