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星展(台灣)商業銀行股份有限公司
共502筆
精選
台北市大安區2年以上專科
我們正在尋找對於數位廣告已經深深著迷、持續不斷的精進能力、願意穩定自我的夥伴! 如果你信任我們正在寫的故事,請不要錯過 iSPOT 帶給你的豐富篇章:)
 1. 兩年以上數位媒體代理商或數位廣告公司經驗者佳! 2. Google / Meta / Line / Yahoo 多媒體數位廣告帳戶管理 3. 協助品牌 / 電商客戶規劃與製作行銷策略企劃書 4. 後台帳戶管理、廣告投放、文案撰寫、預算配置、追蹤成效、成效報表說明分析 5. 善用網站行銷工具及流量 / 數據分析工具 6. 能夠靜下心來,獨立完成手邊作業,同時也具備團隊合作的能力 7. 對於數位新資訊會感到興奮,注重自我進修,樂意持續吸收新知充實自己! 8. 學習力快且積極又細心,時間管理能力佳,抗壓力強 若具有三心二意者,你很棒! (耐心、細心、用心 + 創意、誠意) iSPOT 期待與你一起變得更好,歡迎立即送出履歷,快來加入我們吧 : )
應徵
精選
台北市信義區1年以上大學以上
國泰世華銀行CIA儲備理財業務主管計畫招募時程: 履歷收件:即日起至2025/12/14 面試日期:2026/01/06-2026/01/07 錄取通知:2026/2月上旬 正式報到:2026/03/16 ------三大計畫特色------ 【職涯快速發展】培育結訓後2年晉升主管職成就夢想舞台。 【扎實培訓機制】1年輪調+ 1年實戰 >打造全方位投資規劃能力。 【分發遍布全台】中南部分發機會多,不用漂向北方也能掌握自身職涯! ------培訓路徑------ 【培訓前期】學深學廣奠基礎 從宏觀經濟到數據解讀,培養敏銳的市場洞察力,暸解各類金融產品特性,掌握市場趨勢與投資機會,奠定扎實的投資理財基礎。 【培訓中期】實戰歷練增實力 至培訓中心學習培育理專相關技能,並走向前線參與分行實務運作,再搭配專屬主管1 on 1輔導,精實投資規劃相關知識,培養所需能力與思維! 【培訓後期】展現才華創未來 深耕區部實戰歷練,給予充分舞台發揮,培養輔銷和管理等職能,表現良好最快可於培訓後2年成為儲備業務主管,加速職涯發展 ------未來工作職掌------ 1.運用各項資源,進行理專培育輔導,協助其提升專業能力,達成各項績效目標,促成團隊合作。 2.陪同理專拜訪客戶,從市場分析、客戶過往投資部位及投資偏好等,提供全方位資產配置規劃。 3.定期掌握理專業績進度,並落實銷售合規。 歡迎具備1年以上金融工作經驗之人才加入CIA 計劃,成為儲備理財業務主管,開創理想職涯藍圖! **此職位為培訓計畫,履歷收件&截止日將依公告為主**
應徵
10/14
台北市松山區3年以上大學以上
【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】: Tim.chen@adecco.com ▲【歡迎私訊|Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/ 4144/
應徵
10/14
台北市松山區3年以上大學以上
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/
應徵
10/15
台北市松山區10年以上大學
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Shape your Career with Citi Citi’s Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We’re currently looking for a high caliber professional to join our team as Assistant Vice President, Client Management Sr Analyst, Taiwan (Internal Job Title: Securities & Derivatives Sr Analyst - C12) based in Taipei, Taiwan. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. We empower our employees to manage their financial well-being and help them plan for the future. Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. We have a variety of programs that help employees balance their work and life, including generous paid time off packages. We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. The Sec & Derivatives Sr Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. In this role, you’re expected to: Resolve complex process problems which require an in-depth evaluation of basic securities processing procedures and industry standards Process various hedge fund tasks, including calculating net asset value, reconciling cash and holdings, and pricing securities Offer advanced solutions for assigned securities processing areas Provide guidance and assistance to junior staff Oversee the set-up of new hedge funds, while representing a securities processing team, and acting as the analytical and procedural expert Serve as analytical or procedural expert for securities processing deliverables/initiatives Prepare expense budgets, analyze expense calculations, and prepare unaudited financial statements Ascertain fund value and allocate values to each investor Assist with the development of new techniques and streamlining hedge fund/securities processing activities Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
應徵
10/16
台北市信義區1年以上專科以上
1.針對高資產個人或法人客戶,從財務規劃或資產配置之專業角度,檢視客戶現況並確認其中、長期的財務需求;並以股權、債券(或固定收益商品)、基金、保險與境外結構型商品等外國有價證券,以全方位之專業服務平台,提供客戶最適切的理財服務及金融商品架構,以滿足客戶需求並達成其理財目標。 2.個人或法人客群開發,並追求管理資產規模穩健成長。 3.提供個人或法人客戶金融市場與金融商品之專業服務。
應徵
10/13
台北市南港區3年以上大學
1. 債券每日報價與聯繫 2. 新券上架與教育訓練 3. 債券市場分析與各項經濟指標報告
應徵
10/03
台北市信義區10年以上大學以上
- 帶領交易團隊,確保每日交易執行品質與效率。 - 指令執行:涵蓋境內外股票、債券、ETF、衍生性商品。 - 券商評估與分潤配置建議。 - 優化交易流程、自動化系統導入。 - 協助內外部稽核、回應主管機關查核。 - 建立合規文化,強化內控意識與團隊培訓發展。 (具備條件) - 至少10 年以上金融/投信交易經驗佳。 - 熟悉多資產交易執行與市場機制。 - 了解金管會規範與內控要求。 - 有團隊管理經驗佳,能與內部 PM、法遵協作無礙。
應徵
10/14
台北市松山區經歷不拘大學
1.結構型產品企劃與管理(上下架、定期審查) 2.合作夥伴規劃、洽談與管理 3.業務推廣、績效管理與產品部位管理 4.教育訓練規劃與執行 5.法令遵循、風險管理、作業流程及資訊系統等產品企劃相關業務 104僅供職缺參考,若您對此職缺有興趣,請至本行「玉山菁英甄選網站」投遞履歷。如書審通過,後續將邀請您參加面談。【投遞網址:https://esnhr.pse.is/394b2n】
應徵
10/14
台北市大安區3年以上大學以上
【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/
應徵
10/09
台北市大安區2年以上學歷不拘
**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。
應徵
10/14
台北市內湖區2年以上大學
1.每月市場投資分析與主推基金報告產出 2.不定期市場或主題之研究報告產出 3.與總代理境外基金機構合作,協助在台灣推展其投資市場觀點 4.基金平台投資組合商品推薦 5.本職缺需(1)曾在投信投顧公會登錄為境外基金產品分析人員或(2)在投信投顧有擔任2年研究員經驗。(未符合資格者,請勿投遞履歷,謝謝。) 6.取得證券分析師證照者,可不需符合項目5。
應徵
10/13
台北市松山區10年以上大學
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Shape your Career with Citi Citi’s Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We’re currently looking for a high caliber professional to join our team as Head of Cash & FX Management, Securities Services Operations, Taiwan - Hybrid based in Taipei, Taiwan. The Customer Service Senior Manager is a senior management-level position responsible for accomplishing results through the management of a team or department to drive client resolution and support activities in coordination with the Customer Service team. The overall objective of this role is to drive the seamless delivery of customer service support to external clients. In this role, you’re expected to: Manage one or more teams in servicing and/or sales as well as complex and variable issues with significant impact over department(s) Evaluates team’s performance, make recommendations for pay increases, hiring, terminations and other personnel actions and maintain appropriate staffing requirements to meet operational needs, manage team to meet goals within the budget Monitor, research and evaluate technological advances in the industry to identify appropriate alternatives for enhancing current department operations and evaluate cost/benefits, make recommendations, develop and oversee implementation plans Demonstrate a comprehensive understanding of how own area collectively integrates to contribute to achieving overall business goals; requires basic industry knowledge Provides evaluative judgment based on analysis of information in complicated and unique situations, identify and analyze escalated problems and provide guidance to team members for resolution Negotiate solutions and acts as a liaison with internal and external customers, as necessary Responsible for delivery of end results, shared responsibility for budget management and accountable for resource planning Ensure essential procedures are followed, contribute to defining standards Develop and implement effective policies and procedures to ensure timely, accurate, cost effective and customer service meets or exceeds client expectations Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
應徵
10/16
台北市內湖區5年以上大學
【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。
應徵
10/14
台中市西區5年以上大學以上
【職位概述】 • 本職位負責領導個人信貸團隊,推動貸款產品業務發展與獲利目標達成,並確保所有流程符合內控與法遵規範。此角色將結合策略思維與領導能力,帶領團隊拓展市場份額,同時維持高品質的客戶體驗與風險控管標準。 【主要職責】 <業務發展與策略規劃> • 制定個人信貸產品(含信用貸款、整合貸款、聯名貸款等)之年度業務計畫與成長策略。 • 監控市場動態與競爭環境,提出創新方案以提升放款業績與產品競爭力。 • 與數位行銷、分行通路及合作夥伴協作,推動全通路的信貸銷售策略。 <團隊領導與績效管理> • 帶領並管理信貸業務團隊,設定明確的KPI與激勵機制,確保業績達標。 • 提升團隊專業能力與顧問式銷售技巧,建立以客戶為中心的業務文化。 • 協助團隊成員進行績效檢討與發展規劃,培養未來潛力主管。 <風險與合規管理> • 監督信貸申請、審批及核貸流程,確保遵循內部風控政策與監理規範。 • 與法遵、稽核及風險管理部門密切合作,持續優化流程及信貸品質。 • 定期審視信用政策執行成效,確保貸放穩健與資產品質維持在良好水準。 <跨部門協作與專案執行> • 與產品、數據分析、營運及IT部門合作,推動數位化與自動化信貸流程。 • 參與新產品開發與專案導入,確保業務目標與客戶需求一致。 【任職資格】 • 大學以上學歷,主修金融、商管或相關科系尤佳。 • 7-8年以上個人信貸或消金業務相關經驗,其中至少3年以上領導職經驗。 • 熟悉消費金融市場趨勢、信貸產品結構與行銷推廣策略。 • 具優異的領導力、數據分析與問題解決能力。 • 具備跨部門協作與良好溝通能力,能在快節奏環境下推動多專案並行。 ––––––––––––––––––––––––––––– ▲【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/
應徵
10/16
台北市信義區5年以上大學
1. 協助進行上市或上櫃的前期準備工作,並負責IPO進度的監控和調整 2. 編寫各項主管機關所需的檢查表,並協助進行初步自評作業 3.協助客戶規劃及執行IPO計畫 4.協助編制與建立符合上市櫃規範的財務報表與內控制度 5.配合證券承銷商、簽證會計師、完成IPO所需財報及財務資訊揭露 6.協助美國掛牌上市:負責上市計畫時程管理、IPO申請流程、熟悉法規(SEC, SOX) 7.配合主管與集團子公司 的上市特別咨詢專案. 8.整併與優化財報體系:建立符合IFRS與美國GAAP雙軌制度,調整內部報表邏輯 9.內部控制制度建置:根據SOX設計公司流程控管、資料存證與揭露制度 10.與外部單位協作:包含律師事務所、券商、投資銀行、審計與財務顧問等協調 11.上市實務經驗:熟悉美國上市(如NASDAQ、NYSE)流程、報表規範(SEC filing)、SOX法規、會計準則(US GAAP / IFRS) 12.跨國經驗與英文能力:能與美國律師、券商、顧問、審計等協作 13. 配合總部及項目要求出差海外 工作技能 財務策略建議與分析、財務報表分析 提案與簡報技巧 投資案可行性評估、盡職調查、財務模型建立;策略綜效與估值分析,提出投資架購 市場調查企劃與執行 市場調查資料分析與報告撰寫 跨部門溝通協調能力。 金融市場分析與資料蒐集、金融專題研究分析 金融產品風險評估 具備財金專業知識 產業分析與資料蒐集 商品企劃分析 理財規劃實務與工具運用 註: 本公司依照職稱職位及負責項目績效,如達成客戶上市標的項目,母公司會發放由客戶提供之標的公司股權作為獎勵。
應徵
10/09
台北市信義區3年以上學歷不拘
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
應徵
10/07
台北市松山區5年以上專科以上
我們正在尋找對【期貨衍生性商品】交易策略開發/市場研究有熱誠的資深研究人員(理級) 若您也符合以下條件,歡迎加入我們! 必備條件: 1.5年以上期貨交易策略開發經驗,熟稔國內期貨及海外期貨市場 2.合計至少10隻以上(內期/外期/選擇權)可上線交易策略 3.具備良好口條,能進行專業金融法人與VIP自然人研究陪訪 主要任務: 1. 專業金融法人期貨/選擇權交易策略開發 2. 自然人期貨/選擇權交易策略開發,作為投顧產品販售 3. 交易策略開發、維護、管理、上/下架評估 4. 法人/VIP客戶研究陪訪,客說會講師 5. 其他主管交辦事項 工作技能: 期權交易策略開發、期貨市場研究、簡報技巧 加分條件: 1.具證券期貨分析師佳 2.具證券期貨業3年以上經驗 我們是具有良好溝通的活力型團隊,只要具有積極的態度、願配合公司規劃方向,都可以得到肯定,擁有展現專業的舞台 【加入我們的團隊你可以得到甚麼?】 1.團隊合作、相互討論的氛圍,充分尊重個人專業意見,不由上而下獨斷研究方向。 2.若特質合適、個人也有意願,可協助於專業媒體/自媒體曝光,成為鎂光燈下的明星分析師。 3.良好、愉快的工作環境,重視員工職涯發展與技能學習。
應徵
10/14
台北市松山區10年以上大學以上
【About this role】 • Are you ready to take the lead in shaping the technology and operations landscape of a fast-evolving financial services environment? • This is a senior role where you’ll drive transformation, ensure operational excellence, and influence key decisions across local, regional, and global levels. 【What makes this role exciting?】 • Lead a talented team managing Taiwan’s critical business applications across Investments, Operations, and Distribution. • Partner closely with senior stakeholders to align local priorities with global strategies. • Drive innovation by integrating AI tools, data analytics, and next-gen technologies to simplify processes and unlock new possibilities. • Shape the future of our technology roadmap while ensuring compliance with Taiwan’s dynamic regulatory environment. • Empower and grow your team, investing in their development and building capabilities for tomorrow. 【What we’re looking for】 • 10+ years of experience in Technology/Operations with strong project management and system implementation expertise. • Proven people leadership (5+ years managing sizeable teams). • Background in asset management or financial services is a strong plus. • Strategic thinker with hands-on problem-solving skills and the ability to perform under pressure. • Proficiency in Mandarin and English. • Passion for innovation, with skills in AI, business intelligence, data analytics, and SDLC. 【Others Details】 • Working Hours:Mon-Fri, 9:00am-6:00pm. • Location:Taipei City. ––––––––––––––––––––––––––––– ▲【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/ 4144/
應徵
10/09
台北市信義區經歷不拘大學以上
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
應徵
10/14
台北市內湖區1年以上專科以上
【Responsibilities】 • The Key accountabilities cover for the maker role. • Perform the order placement for daily UT (Unit Trust) transaction include Subscription / Redemption / Switch. • Perform reconciliation and distribution processes for UT corporate actions. • Perform settlement processes with the Fund house, including onshore and offshore settlements. • Prepare regulatory reporting data of FSC/TA/CBC reporting. • Conduct daily accounting entries. • Collaborate with stakeholders for assigned projects, including the Product team, IT, and Branch. • Support end to end UAT testing, data verification and result validation. • Assist in UAT issue log, tracking, testing, re-testing and consolidation report. • Communicate with the Fund house to handle exceptional cases in the trade settlement process. • 主要職責涵蓋製作端(maker role)的工作內容。 • 執行每日單位信託(Unit Trust, UT)交易的下單作業,包括申購、贖回及轉換。 • 執行單位信託公司行動(corporate actions)的對帳與分配流程。 • 與基金公司進行結算流程,包括境內與境外結算。 • 準備金融監理機關(FSC/TA/CBC)相關的法規申報資料。 • 執行每日會計分錄。 • 與利害關係人合作完成指派專案,包括產品團隊、資訊部及分行。 • 支援端到端的使用者驗收測試(UAT),包括資料驗證與結果確認。 • 協助處理 UAT 問題紀錄、追蹤、測試、重新測試及彙總報告。 • 與基金公司溝通,處理交易結算流程中的特殊案例。 【Requirements】 • 大學畢或以上 • 需有信託證照 • 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 ––––––––––––––––––––––––––––– ▲【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/
應徵
10/14
新北市板橋區經歷不拘大學以上
【Job Responsibilities】 • 存款/存匯及定期存款作業 • 台外幣匯款作業 • 帳戶維護作業 • 其他主管交辦事項 • Operations for deposit, foreign currency exchange, and fixed-term deposits • Operations for domestic and foreign currency remittance • Account maintenance operations • Other tasks assigned by superiors 【Requirement】 • Strong PC skills(MS Office) • Good interpersonal skills to deal courteously and effectively with others • Proficient in English 【Benefits】 • 公司各項聚餐、活動參與 • 依勞基法享 勞保、健保、團保、勞退、特休假 ––––––––––––––––––––––––––––– ▲【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/
應徵