<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. Provide business associates to assist the processing of application cases for the handling pieces.
2. In cases dealing with the SLA.
3. To make recommendations to improve the process.
4. To help maintain the accuracy of application cases and enhance the rate of approval cases.
5. Improve the overall speed of the application process.
6. Improve customers’ satisfaction.
7. To comply with the relevant provisions of the DBS.
8. Deliver quality service to sales of the mortgage loan in an effective and productive way.
9. Increase to deal the valuation and application cases of the mortgage loan. Assist to increase the revenue of the mortgage.
10. Technical division of labor. Assist sales force can fully committed to the sales.
11. Perform other project .
12. Comply with the required guidelines and measures of Control and Compliance.
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.