「【策略與交易諮詢服務】精算服務 - 顧問/資深顧問」的相似工作

商品精算人員 1.商品設計與開辦 2.商品利潤分析及相關風險控管 3.商品準備金維護相關工作 4.精算分析及評估 5.個別專案研發

<Job Description> 1. Performing various CFs runs using RAFM model. 2. Preparing NBV/NBM results/templates/slides under IFRS17 regime. 3. Perform scenario testing and analysis. 4. Producing RoRC/CIR and its commentary. 5. Working with Pricing, Risk Management, FMA and various channels whenever required. 6. Ad hoc tasks from CFO or regional office. <Characteristics of the job> - Being able to analyze and comment on the movement, provide insightful inputs for helping business steering. - Ambitious with strong analytical skills, good communication, teamwork orientation, involvement with non-Finance/Actuarial functions, and being able to perform under time pressure

1. 運用精算模型，執行公司現金流分析、財務預測。 2. 經驗及有效契約成本分析。 3. 協助年度簽證精算報告。 4. 協助接軌IFRS17及ICS。 5. 專案支援。

1.IFRS 17保險負債相關評估作業 2..IFRS 17精算系統作業執行與維護 3.配合精算專案，提供專案分析及計算結果 4.其他專案支援及交辦事項 《若有相關工作經驗者薪資另議》

1.保險商品開發與規劃：負責市場趨勢分析與客戶需求洞察，進行商品設計、條款擬定、商品說明書等文件撰寫。 2.商品費率釐訂與風險評估：運用精算模型與專業知識，進行商品費率計算與釐訂，確保商品定價之合理性。 3.商品送審作業與法規遵循：負責商品送審文件準備與資料彙整，確保商品順利通過審查。 4.各項專案支援與執行：參與跨部門合作專案，協助解決商品相關問題。 【有經驗者，薪資可議】

我們有最專業的國際團隊，夥伴的國籍遍佈英國、紐西蘭、澳洲、阿聯酋、新加坡、香港、上海及台灣等地。我們的客戶遍佈全球，致力提供客戶完善及先進的金融科技服務。 如果你是樂於接受挑戰的人，我們需要你的加入。 【工作內容】 1. 公司內部跨部門溝通，協助落實公司投資風險管理政策 2. 日常交易監控及維護交易平台正常運作 3. 風險專案管理執行及溝通 4. 蒐集整理相關數據 5. 其他主管交辦事項 【上班時段】 培訓期: 09:00~18:00 未來預計調整成輪班型態，輪班時間如下 晚班: 17:00~02:00

工作的主要職責包含： • 運用資料處理工具將收到的客戶資料轉換成能被下游使用者便利使用的格式與報表(含資料視覺化) • 依照RGA的工作流程規範(SOP) 正確並完整地處理客戶帳務資料以協助後續財務結帳程序與經驗分析等工作 • 使用RGA標準之系統與工具處理與驗證從客戶端收到的帳單與資料，並將資料格式轉換成公司內部可使用的一致標準格式， • 針對逾期未收到的帳單，定期與客戶追蹤，並在每月底運用合理的估算方式將帳單預估金額入帳 • 遵循RGA的風險再分保安排，在每月結帳日前執行計算欲分出的風險與正確份額 • 支援開發或提供資料以完成各式管理報表工作 • 檢視再保合約草稿以確認後續與客戶間資料交換與處理的正確性與合理性 • 其他各式主管交辦與/或跨部門合作事項

1.協助檢視 IFRS17 資產負債表/損益表數值之合理性 2.協助 IFRS17 財報附註揭露及安定基金填報 3.協助 IFRS17 子帳系統CSM & SLAM計算及驗證 4.其他主管交辦事項 《若有相關工作經驗者薪資另議》

A Career with Impact: With the "People First" strategy, we are committed to being a cradle to cultivate talent capable of navigating the future. We keep up with the times, build world-class learning and development platforms, and provide personalized and diversified career development paths. We encourage our people to obtain a sense of achievement and happiness brought by creating values at work. We create a diversified and inclusive working, learning and growing environment so that everyone can unleash the potential. We empower talent with more autonomy and choice through Smart Talent Experience and Wellbeing, achieving an ideal work life balance. A world of opportunities awaits. Start your adventure and journey with us. What to expect: Deloitte Seeds Program is a 6-month internship program designed to recruit high-potential talents majoring in Accounting and Finance, Business Administration, Computer Science, Information Management, Environmental Science, Social Science or a related discipline. The program aims to develop young generation into future leaders for critical positions within Deloitte Taiwan. Deloitte interns don't sit on the sidelines; they gain real-world experience tackling challenges and driving meaningful outcomes. This program offers a rich blend of learning and development opportunities, mentorship, networking events, and professional growth. With a well-structured frameworks, the Deloitte Seeds Program accelerates career development in interns' chosen specialization while rapid growth of cross-functional competencies. Mentorship from leading professionals and a dynamic, enriching work environment help interns unlock their full potential. Eligibility to apply: Third-year undergraduates, first-year graduate students, and 2026 graduates Internship period: 6 months (Jan – Jun 2026) Application Deadline: 07 November, 2025 (23:59 Taiwan Time) Applications will be reviewed on a rolling basis, only applications submitted via our career site (https://careers.apac.deloitte.com/Taiwan/job/%E3%80%90Deloitte-Seeds-Program%E3%80%91ACTUARIAL-&-INSURANCE-STREAM/947-zh_TW) will be considered ACTUARIAL & INSURANCE STREAM: Deloitte's Actuarial and Insurance Solutions (AIS) practice has a proven track record of helping companies make better-informed decisions regarding insurance liabilities, assets, capital management, performance measurement, growth, and risk. We have extensive industry and professional experience in insurance and banking. Work with our practice leaders and professional consultants as a team to solve complex business problems and deliver high quality solutions to our clients on areas including but not limited to: -Financial reporting -Solvency II / Economic Capital -IFRS 17 -Embedded value -Actuarial modeling -Product pricing -Risk management -Actuarial audit

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。

【職缺描述】 1、數值設計與驗證：根據產品需求進行遊戲數值設計，並使用模擬器與工具進行大量數據模擬，以驗證遊戲的各項指標符合設計目標。 2、數據報告產出：定期產出數值模擬報告，並協助分析數據，確保遊戲在開發與測試階段的數據表現穩定。 3、工具鏈維護：協助維護與更新數值部門的工具鏈（如 Excel 數值表、配置檔），確保其可用性與準確性。 4、協作與溝通：與團隊緊密合作，確保遊戲的數值邏輯在開發過程中被準確實現。 【職務需求】 1、工作經驗 2 年以上，若該領域經歷超過 5 年以上，可不需具備下述學歷預期，以實際參與專案經驗為主。 2、學歷至少具有其一或相關領域學士學位或以上學位「數據分析、統計學、數學、經濟學、資訊管理」。 3、熟悉至少一種程式語言，具備撰寫模擬程式或自動化腳本的能力。 4、能夠讀懂既有的程式碼並進行維護或優化。 5、紮實的數學與統計基礎：對機率、統計有基本理解，能夠進行基礎的數據分析與報表產出。 6、邏輯思維：具備良好的邏輯推理能力，能夠將遊戲規則轉化為數學模型，並找出潛在的數值問題。 7、細心與耐心：能夠處理大量重複的數值驗證工作，並確保數據準確無誤。 8、溝通能力：能夠清晰地向團隊成員解釋自己的工作內容與發現的數值問題。 【加分項目】 1、有老虎機、桌面遊戲遊玩經驗，對遊戲數值有直觀的感知佳。 2、具備 Excel 數值表或遊戲模擬器的開發經驗佳。 如有特別優秀者，薪資可以面議討論。

【工作內容】 1. 風險控管系統或模型專案開發：協助風險控管系統之模型開發及驗證(含市場風險、信用風險) 2. 金融商品部位之評價模型建構與驗證。 3. 透過電話或Email提供客戶風險控管系統問題諮詢與運算結果分析討論 【寶碩財務科技－金融創新部簡介】 我們致力於金融商品投資管理平台開發，功能涵蓋「資金運用管理前台(金融交易)、中台(額度、法規、金融商品評價及風險控管)、後台(交割清算及會計帳務管理)的資訊服務整合系統」，協助客戶進行金融商品(包含股票、債券、基金、期貨、選擇權、外匯、衍生性商品)的交易部位管理、風險管理及投資決策分析。 我們的成員組成為敏捷式團隊，提供客戶WEB化系統產品與服務(基於MVC架構)。有別於其他傳統系統代理與專案模式，我們配置專職財務工程專家掌握最新金融技術、商品變化與法規要求，結合兩個領域的優勢，建構完整、全面的投資平台，致力於核心產品開發，引領客戶面對不斷變化中的金融挑戰。 我們這裡有扁平的組織結構、採用敏捷式開發流程、開放自由的討論文化與導師制度、團隊擁有良好的工作氣氛、成員們秉持實事求是的工作精神、彈性的上班時間(8:30~10:30)、每周一次以上的部門聚餐、友善豐富的進修管道(內訓、外訓、證照補助、部門知識庫)、提供每人基本配備個人電腦(含SSD)+雙螢幕、不定時的資訊技術、財經新知、理財知識分享、依專長能力與貢獻度調整職位。 歡迎您的加入一同成長、分享與切磋~

1.開發、優化量化交易策略（目前以國內股票為主/履歷請註明是否有台股量化交易經驗及年資） 2.撰寫策略模型 3.建構與維護回測與模擬系統 4.分析市場數據與財務指標，發掘異常與 超額收益的機會 5.遵循各項交易風險控管與相關行政規範。 6.其他主管交辦事項。

1. 具證券業經驗及操作經驗者，有投顧相關經驗者尤佳。 2. 專業的財經知識，對於國內股票產業及個股研究有熱情。 3. 對於分析師於直播及節目需要之資料彙整及評估 4. 熟悉Word、Excel、PowerPoint，並擅長撰寫報告及報表製作之能力。 5. 主管交代事項辦理。 6. 需細心、負責、抗高壓、有耐心，具良好溝通能力及情緒管理能力。

【Responsibilities】 • Lead and manage investment product initiatives to achieve business targets and growth objectives. • Conduct market research and product due diligence, oversee product selection, launch, and promotion, and deliver product training to front-line teams. • Monitor daily product operations, addressing process, system, and procedural issues, and liaise with internal and external stakeholders to ensure smooth resolution. • Manage and execute projects by coordinating with cross-functional teams, including Product, Sales, Risk, Digital, IT, and Operations, ensuring compliance with bank policies and regulatory requirements. • Partner with regional teams to localize product and project requirements. • Develop project plans, monitor progress, assess risks, and ensure timely execution with proper resource allocation. • Optimize and streamline product processes to enhance efficiency, cost-effectiveness, and compliance. • Support marketing initiatives by identifying top-performing funds or products and providing relevant market intelligence. • Collaborate with regional product teams on product enhancements and new initiatives. • Organize regular stakeholder meetings to update progress, manage expectations, and ensure alignment. • Ensure adherence to all applicable internal policies, operational standards, and external regulatory requirements. • 推動投資型產品業務，達成年度目標與成長指標。 • 支援團隊進行產品市場調查、篩選、上架及推廣，並為前線同仁提供必要之產品訓練。 • 監控投資產品日常營運流程，處理相關作業、系統或程序問題，並與內外部合作夥伴保持良好溝通。 • 主導並執行專案管理，協調產品經理、業務單位、風控、數位金融、資訊及營運部門等相關單位，確保專案符合客戶需求及銀行內部政策與法規規範。 • 與區域專案團隊合作，提出在地化需求，並確保專案進度與資源規劃符合預期。 • 定期檢視並優化產品銷售流程，使其更具效率、成本效益，並符合內外部規範。 • 透過市場研究，協助產品經理挑選並強化高表現之基金或產品，並支援行銷推廣工作。 • 參與跨區域產品優化或新產品計畫，確保在地執行順利落實。 • 定期追蹤專案進度，召開會議回報利害關係人，並進行專案風險評估及改善建議。 • 持續優化流程與作業模式，以提升團隊整體執行效能。 • 嚴格遵循相關外部監管規範及內部合規要求。 【Requirements】 • Experience: Prior hands-on experience in investment product management within banking or wealth management (funds, cash bonds, ETFs, equities). • Technical Skills: Strong proficiency in Excel and PowerPoint; solid project management skills, including time management, task delegation, and risk analysis. • Soft Skills: Excellent communication, interpersonal, and collaboration abilities. A proactive team player who thrives under pressure. • Language: Fluent in English, both verbal and written. • Qualifications: CFA or CFP certifications would be considered a strong advantage. • 工作經驗：具投資產品（如基金、債券、ETF、股票等）管理相關經驗，曾於銀行或財富管理領域任職者尤佳。 • 熟悉 Excel、PowerPoint 等工具，能進行資料整理與簡報製作。 • 具專案管理能力，能有效規劃時程、分配任務、推動團隊合作並控管專案風險。 • 語言能力：具良好的英文聽說讀寫能力。 • 個人特質：具良好溝通與人際互動技巧，能在壓力下與團隊協作完成任務。 • 專業證照：持有 CFA 或 CFP 專業資格者佳。 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/ 4144/

【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。

1.資金調度、貨幣市場交易及定存投資 2.國內債券相關固定收益商品投資及交易 3.相關投資之信用評估及監控 4.相關投資之管理、作業辦法訂定及法遵 5.其他固定收益商品及新金融商品之研究、分析及投資

1. 建立及維護集團現金流預測模型（含租金、開發、投資三類業務） 2. 建立及維護債務到期分析儀表板（貸款到期表、DSCR、LTV） 3. 建立及維護壓力測試模型（利率上升、租金下跌、開發案延遲） 4. 協助資金主管建立所需財務相關管理報表，以供主管決策判斷 5. 其他主管交辦事項 6. 具一般企業財務分析經驗3年以上者，優先安排面談

職務說明 投資業務經理： 1. AMG 全球投資專案 募資業務推廣。 2. AMG 全球數位金融WEB 3.0 募資業務推廣。 3. AMG 投資與經營理念推廣。 4. 客戶AMG資產配置建議。 5. 客戶關係服務與維繫。 其他說明： * 月收入為月底薪+獎金之基本推估。 * 年資與KPI達標配發AMG全球股權。 * 每月業績有基本KPI要求，適合目標導向與願意挑戰自我的業務人才 ! * 環境佳，福利好，學習機會多 !

1. Track, improve, and project overall Shopee Fulfillment (Shopee Xpress & Shopee 1P business) performance 2. Take ownership on cost and revenue analysis from defining key questions, generating hypotheses, building structured analysis, exploring data, and rigorously evaluating results & implications 3. Actively engage with operation teams and regional teams on end-to-end processes, pain points, and optimization opportunities

A Career with Impact: With the "People First" strategy, we are committed to being a cradle to cultivate talent capable of navigating the future. We keep up with the times, build world-class learning and development platforms, and provide personalized and diversified career development paths. We encourage our people to obtain a sense of achievement and happiness brought by creating values at work. We create a diversified and inclusive working, learning and growing environment so that everyone can unleash the potential. We empower talent with more autonomy and choice through Smart Talent Experience and Wellbeing, achieving an ideal work life balance. A world of opportunities awaits. Start your adventure and journey with us. What to expect: Deloitte Seeds Program is a 6-month internship program designed to recruit high-potential talents majoring in Accounting and Finance, Business Administration, Computer Science, Information Management, Environmental Science, Social Science or a related discipline. The program aims to develop young generation into future leaders for critical positions within Deloitte Taiwan. Deloitte interns don't sit on the sidelines; they gain real-world experience tackling challenges and driving meaningful outcomes. This program offers a rich blend of learning and development opportunities, mentorship, networking events, and professional growth. With a well-structured frameworks, the Deloitte Seeds Program accelerates career development in interns' chosen specialization while rapid growth of cross-functional competencies. Mentorship from leading professionals and a dynamic, enriching work environment help interns unlock their full potential. Eligibility to apply:Third-year undergraduates, first-year graduate students, and 2026 graduates Internship period: 6 months (Jan – Jun 2026) Application Deadline: 07 November, 2025 (23:59 Taiwan Time) Applications will be reviewed on a rolling basis, only applications submitted via our career site (https://careers.apac.deloitte.com/Taiwan/job/%E3%80%90Deloitte-Seeds-Program%E3%80%91CYBER-STREAM/952-zh_TW) will be considered CYBER STREAM: Deloitte's cybersecurity solutions help our clients operate securely and grow successfully. Designed to meet organizations at any point in their journey, our cyber services provide the tools and experience needed to rapidly respond to changing markets, new threats, and disruptive competition. -Strategy & Transformation Focusing on strategic planning and implementation for digital technology risk, the design and deployment of digital security solutions, and proactive threat detection and response. -Defense & Resilience Building strong defense while preparing for recovery, supporting clients' business to thrive in the face of uncertainty. Work you'll do: -Support clients on establishing or enhancing end-to-end risk management systems, processes, and frameworks, ensuring alignment with business objectives, enabling effective decision-making, and ensuring compliance with regulations. -Enhance the quality, accuracy, and effectiveness of reports and presentations by applying advanced critical thinking, experience, and sound judgment. -Develop a thorough understanding of the client’s business operations, staying informed on industry trends, innovations, marketplace shifts, and best practices to add strategic value. During your tenure with us, you will demonstrate and develop your leadership and professional capabilities in the following areas: Inspiring, Creating purpose, Driving agility, Building diverse capability, Influencing, Collaborating, Delivering value, Building the business, Analytical acumen, Effective communication, Engagement management/delivery excellence, Managing change, Managing quality & risk, Sales excellence, Strategic thinking and problem solving, and Tech savviness.