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.
✴全球知名外商金融集團,火熱加開中✴
✓ 入職即享多項豐富津貼、年假、補助金等
✓ 專業的教育訓練,銀行業豐富經驗累積
✓ 內部資源豐富,辦公環境優良
【工作內容】
The Key accountabilities cover for this role
- 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.
• 銀行帳戶開立:包含分行及數位渠道,並依據集團政策及監管規範 (如 FATCA/CRS 與在地法規) 辦理。
• 銀行帳戶服務流程:執行 DDA 設定、預設帳戶設定、餘額證明及對帳單處理。
• 銀行帳戶資料維護:負責客戶資料與帳戶層級資料之更新與管理。
• 系統相關任務:參與臨時性系統測試,並持續貢獻於系統流程的設計與優化。
• 跨部門合作:與相關單位協作,確保日常營運順暢進行。
【Requirements】
• 歡迎新鮮人
• 大學畢業或以上
• 中英文打字及系統操作 MS Office 技能(Excel、Word)
• 基本的英語能力、商管背景優先
• 具有相關工作經驗、金融證照者優先錄取
✨入職即享年假最低 14 天+1 天生日假 (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 (未滿一年按比例計算)
✨外商文化以及開放式辦公環境
✨專業的教育訓練,主管手把手帶領
–––––––––––––––––––––––––––––––––––
▲【歡迎寄送履歷至信箱】: bonnie.hong@adecco.com
▲【歡迎私訊|Line】: @502gnqjz