「元大銀行-私人銀行部-業務企劃人員」的相似工作

1.日常交易執行 2.協助處理客戶相關事項 3.系統規劃與跨部門溝通 4.主管交辦及支援團隊作業 5.具高級證券業務員證照

一起加入行銷團隊「間口組」，作為*朵茉麗蔻*在台灣的形象先鋒， 透過創意與數據策略，吸引新客群、點亮品牌認知第一步！ ◈月領◈39K ↑↑ 起薪34K～38K＋津貼5200元 ✓ 起薪依能力與經驗面議 ✓ 另享2次年度獎金 ✓ 3節獎金＋加班費 【您會參與】 • 研究洞察目標受眾的興趣與需求 • 企劃與製作具吸引力的內容（文案、影片腳本、文章、PDM、EDM、SMS、LP 等） • 操作與分析廣告後台數據，持續優化轉換率（FB/IG、SEO、LINE、GDN、YouTube等） • 以數據為基礎提出策略，推動行銷成效成長 • 與日本總部進行定期溝通（日文Email／線上會議），必要時出差（1-2次/年） • 除了主要職責，你也會與團隊協作，共同推動線上/線下活動、公關合作與CRM專案等多元任務。 ◎透過面試對您的了解，我們也有可能會調整您實際身任的職務內容◎ 【具備條件】 • 有行銷企劃經驗，以及對市場的敏銳度與數據洞察力 • 熟悉數位行銷工具（Google Analytics、Meta 後台等） • 重視專案執行力與時間管理，有邏輯思考與提案簡報能力 • 積極主動、善於跨部門合作 • 具備JLPT N2能力，理解日商文化 ◈用創意與內容贏得陌生顧客的第一份信任！ ◈我們提供穩定發展的職涯環境、透明完善的評價制度。 ◈你的成長歷程與價值貢獻將會在此成長茁壯！ 【徵選流程】 104應徵 → 日文書面資料審核 → 一次面試（中文）→ 最終面試（日文）

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.

【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 • 完整培訓和新人訓練 【工作內容】 1. Perform the order placement verification for daily transaction include Subscription / Redemption / Switch 執行日常交易的下單驗證，包括申購/贖回/轉換。 2. Perform reconciliation and distribution processes for Trust product corporate actions such as dividends, mergers, and liquidations 執行信託產品公司行動（例如股息、合併和清算）的核對和分配流程。 3. Perform settlement processes verification with the upstream, including onshore and offshore settlements 與上游執行結算流程驗證，包括境內和境外結算。 4. Perform Corporation event handling including merge/split/liquidation etc. 執行公司事件處理，包括合併/分拆/清算等。 5. Prepare regulatory reporting data of FSC/TA/CBC reporting. 準備金融監督管理委員會（FSC）/信託公會（TA）/中央銀行（CBC）報告的監管報告數據。 6. Verify daily accounting entries 驗證日

1,開發新客戶，及深耕現有客戶往來關係。 2,定期檢視客戶營運狀況，落實貸後管理。 3,協助教育、督導、帶領ARM作業。

1.辦理永續發展委員會、風險管理委員會及提名委員會會議召開、執行情形追蹤暨會務相關事項。 2.辦理董事會暨功能性委員會績效評估作業。 3.辦理不誠信行為潛在風險評估、擬定誠信經辦公室年度工作計畫、公司年度履行誠信經營情形暨誠信經營辦公室例行事務。 4.定期檢視及配合法規異動修訂秘書處所轄規章辦法。 5.協助辦理公司治理評鑑及公司治理相關事項。

**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。

Introduction to the job Do you like challenges and do you want to work in a fast pacing supply chain environment to support some of the biggest semiconductor companies worldwide? Are you familiar with Logistics Operations and like to managing urgent demands on a daily basis?  If this sounds like you and if you have a strong customer oriented mindset, here is your mission. Role and responsibilities For our Global Operations Center in Taiwan we are searching for Supply Chain Professionals. You fulfill the demand of our customers for spare parts and tools for their maintenance activities on some of the most complex machines in the right quantity and at the right time & cost. Time is of the essence to ensure a seamless production of our customers without interruptions on our machines. -Handling of urgent material requests from worldwide customers in a rolling 24/7 shift system with the right customer focus, while meeting all milestones related to communication and execution -Monitoring of worldwide shipments  -Ability to resolve complex issues and drive improvements to further optimize processes -Ability to support escalations and provide communication proposals for review -Constructive and reliable communication with worldwide stakeholders from all departments within ASML -This position requires shift work. Education and Experience Bachelor's Degree in related subject i.e. Supply Chain Management, Information Science, Engineering etc. preferred -Minimum 1 year of relevant experience in an international company, semiconductor industry is preferred -A tactical thinker with strong interpersonal and communication skills -Analytical thinking and ability to organize and prioritize workload Skills Working at the cutting edge of tech, you’ll always have new challenges and new problems to solve – and working together is the only way to do that. You won’t work in a silo. Instead, you’ll be part of a creative, dynamic work environment where you’ll collaborate with supportive colleagues.  There is always space for creative and unique points of view. You’ll have the flexibility and trust to choose how best to tackle tasks and solve problems. To thrive in this job, you’ll need the following skills: -Stress-resistant; act under high pressure -Flexible; willing to go the extra mile for the customer -Excellent professional communication in English, written and oral -Drive for results; does not stop until solution has been found, even when obstacles arise -Team player -Change management competencies -Convincing, pro-active and “can do” mentality -Cultural awareness -Experience with ERP system(s), SAP R/3 knowledge preferred -Ability to prioritize Diversity and inclusion ASML is an Equal Opportunity Employer that values and respects the importance of a diverse and inclusive workforce. It is the policy of the company to recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation, or gender identity. We recognize that diversity and inclusion is a driving force in the success of our company. Need to know more about applying for a job at ASML? Read our frequently asked questions.

【JD】 -Develop and manage project plans, schedules, and budgets -Identify, assess, and mitigate project risks -Manage and motivate project teams -Communicate project status to stakeholders -Ensure project deliverables meet quality standards -Identify and implement process improvements -BAU maintenance/update System related incidents 【Requirements】 -Familiar with Telemarketing, Dialer, Telephony, Credit Card, Person Loan domain knowledge -Minimum 2 years’experience in Banking PA or Sales Support -Learn fast and be able to work under high pressure with high EQ. Possess great problem-solving skills and strong sense of accountability. -Proven track record of successfully delivering complex projects -Strong technical skills and understanding of project management methodologies -Excellent communication and interpersonal skills

Deliver the E2E WRB High-Net-Worth Client Onboarding services, with a focus to provide superior client experience under standard process/operating model, and adequate controls and governance at country. • Collaborate with business teams/control partners supported with robust technology solutions to achieve best-in-class HNW E2E Client Onboarding Experience (incl. origination, CDD & account setup)

Deliver the E2E WRB High-Net-Worth Client Onboarding services, with a focus to provide superior client experience under standard process/operating model, and adequate controls and governance at country. • Collaborate with business teams/control partners supported with robust technology solutions to achieve best-in-class HNW E2E Client Onboarding Experience (incl. origination, CDD & account setup) • Work with business/operation leadership team and consult with Group CoEs, to manage/provide cross-functional, cross-process outcomes.

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.商品行銷企劃：規劃商品策略及行銷推展方式以達成業績目標。 2.各式行銷活動推播：戰報發佈、業績分析、商品及活動管理。 3.精準行銷：提高客戶之保險滲透度、忠誠度及貢獻度。 4.整合資源：整合內外部資源，因循保險商品法令規範，以達合法合規之業務品質。

1.合作通路(KOL、KOC、B2B)渠道開發 2.通路渠道發文內容、活動企劃研擬 3.企業團開活動規劃 4.重要VIP客群經營 5.協助客戶證券資產之配置 6.客戶申訴處理 7.系統操作異常通報 8.金融商品諮詢與推廣

1. 負責個人金融作業中心的法令遵循、自行查核等遵法事務。 2. 執行宣導活動及課程，提升作業中心人員之合規意識及知識，提供法令遵循業務諮詢。 3. 負責個人金融作業中心的公平待客、客訴回函等客戶服務項目，進行跨部門溝通、政策宣導與追蹤統整等事宜，確保符合公平待客與法令要求。 4. 協助作業中心之公文派送、辦法與權限控管..等行政作業。

你是否已在銀行櫃台歷練出豐富的客戶服務經驗，希望尋求更具挑戰的職涯發展？我們的投資產品與顧問部門（IP&A）正在尋找一位富有熱情與專業的 Business Management Support 夥伴，讓我們一起創造高效、流暢的理財交易體驗！ 為何加入我們？ 在這裡，您將面對瞬息萬變的市場需求，提供精準的報價和快速的詢價回應，確保每筆交易的順利進行。您不僅能夠提升自身專業技能，還能參與到日常營運的優化流程中，穩固我們的業務根基，成為業務運作的關鍵推動力。 我們誠摯地歡迎擁有分行櫃員、理財服務台人員、或財富管理作業經驗的人才加入我們的團隊，共同推進業務的蓬勃發展！ 主要工作內容： ● 確保日常運作的效率、準時性、完整性及準確性。 ● 有效管理時間，支持團隊合作。 ● 與專案經理合作，支持並優化共同目標的作業程序，例如新提案專案及促銷活動。 ● 支持產品團隊監控風險、公司行動事件及促銷，確保及時遵守當地及區域指引。 ● 維持並提供分析報告、法規報告及客戶建議。 ● 遵守所有相關的外部法規及內部合規要求。 我們期待的條件： ● 具備銀行運作或財富管理領域的工作經驗。 ● 英文溝通能力中等程度，具備口語及書寫能力。 ● 優秀的溝通能力及抗壓能力。 ● 獨立主動，積極正面的工作態度。 ● 注重細節。 ● 具備 Excel、檔案組織及數據分析能力。 ● 具備以下證照者尤佳： - 金融常識與職業道德 - 信託業務人員 - 衍生性金融商品銷售人員 如果您具有銀行櫃員的寶貴經驗，並想要在一個充滿活力的環境中發揮所長，我們熱切期待您的加入！立即申請，與我們一起成為推動金融服務創新的重要一員！

1.組織發展獎勵辦法、業務制度修訂、規劃與推廣 2.各項專案發想企劃 3.參與組織發展相關會議、掌握各項專案進度 4.跨部門溝通與協作

1.信託案件期中管理、作業流程精進、信託契約及表單之訂定。 2.信託業務及產品之諮詢、洽談、陪訪等行銷推廣及簽約。 3.擔任各區域之信託窗口，協助營業單位爭取信託業務。 4.信託教育訓練之實施。 5.信託顧客之聯繫及關係維護。 6.信託業務及產品之規劃與精進。 7.信託合作夥伴之合作規劃與洽談 8.信託績效管理。 9.信託規範、法遵風控事項之擬定及遵循。 10.爭議案件處理 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】

• Assist in the preparation of BRD and FSD process for waterfall methodology • Participate in agile ceremonies (Daily stand-ups, sprint planning, review, retrospectives) to algin testing with development goals • Prepare test strategy, test plan and test cases according to the requirement obtained from stakeholders including product owners and IT team • Support user acceptance testing (UAT) and provide guidance to business users ensure testing completion in a timely manner • Log defects with clear reproductions steps, severity, priority and supporting evidence in ADO and keep track of the status • Prepare test reports, defect metrics, and quality dashboards for management reviews • Mentor junior tester and share knowledge of testing best practice • Ad-Hoc Task

1.信用卡通路經營、異業合作洽談與執行(例如：百貨、網購、旅遊等大型消費通路) 2.信用卡客群經營與分眾行銷(例如：呆戶活化、代繳客群、行動支付綁定族群) 3.付費分期或循環等產品經營 4.專案規劃與執行