「25870443 Assistant Vice President, Client Management Sr Analyst, Taiwan」的相似工作

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/

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 Securities & Derivatives Analyst 2 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. In this role, you’re expected to: Process securities transactions, provide analytic input for traders and aid in review of derivative products Identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements Escalate transaction processing issues to the appropriate department and collaborate on a solution Design and analyze moderately complex reports, in coordination with standards set by direct leadership Assist with control activities, and the launch of new products and services Ensure processes adhere to audit and control policies 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.

【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/

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

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.

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we have 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. Citi’s Treasury and Trade Solutions (TTS) provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life. 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 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. In this role, you are expected to: The Cash and Trade Proc Rep 5 is an entry level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The overall objective is to perform moderately complex cash & trade operation tasks, by providing processing assistance for assigned projects. Cheque collection (Inward / Outward) processing. Worldlink cheque and Time Deposit processing. Data input and accounting entry processing. Regulatory Reporting for FCY inward / outward transactions. Follow up pending items and resolve various issues. Handle customer/non-customer on line service inquiries and offline investigation. Follow procedures and controls required . Provide feedback on project related activities. Conduct UAT/PROD testing if required. Support management for administrative functions.

【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/

【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/

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

【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/

【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/

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 Principal accountabilities: The role holder will support the Head of Audit, Corporate and Institutional Banking (CIB) Technology with the undertaking and delivery of audits, some major and/or highly complex, based on the critical assessment of the IT environment, and of the governance, risk and internal control frameworks that support this. Group Internal Audit - Group Internal Audit provides independent assurance to management and the Risk and Audit Committees that HSBC’s risk management, governance and internal control processes are designed appropriately and are operating effectively. Undertake general audit activities, as part of a team providing independent, objective assurance over the Group’s internal control framework as well as local regulations and assist business line management by bringing a systematic, disciplined approach to the evaluation and improvement of the effectiveness of risk management, control and governance processes. · People responsibility: N · Report to: SVP Internal Audit · Job content: 1. Responsible for providing independent evaluations of internal controls for all IT infrastructure, operations, applications, and projects. 2. Undertake risk assessment, control design and operating effectiveness review of business applications, software development and technical infrastructure as part of various global, regional and local IT audits. 3. Provide consultancy services to IT and business management and other Internal Audit teams, covering IT strategy, architecture, security, risks and controls. 4. Based on audit work, draft value-adding audit findings articulating key issues, risks, root causes and action plans. 5. Help producing high quality audit reports for review by senior audit management. 6. Compliance with Global audit standards while undertaking the audit activities. 7. Develop/maintain audit packages for new technology, applications and regulatory requirements. 8. Manage the interface between stakeholders to ensure a common approach to and understanding of key deliverables. 9. Play an integral role in delivering the audit plan. 10. Maintain leading edge knowledge of best practice within audit, financial services and in the risk environment.

【Responsibilities】 • Manage assigned Financial Institution (FI) accounts, covering relationship management, profitability, product promotion, credit assessment, and daily operations. • Evaluate customer and industry risks, review credit applications, and ensure deal structures, pricing, and product offerings are aligned with business strategy. • Develop account strategies and FI business initiatives, identify new clients, and drive cross-selling opportunities to achieve departmental goals. • Drive revenue growth and efficiency improvements through proactive business development and marketing initiatives. • Deliver tailored financial solutions to clients, enhancing account profitability and meeting revenue targets. • Build and sustain strong partnerships with internal teams and external stakeholders. • Collaborate with Compliance and KYC teams to ensure full regulatory and policy adherence. • Partner with credit analysts to resolve deal-related credit issues and maintain sound risk management. • Liaise with headquarters and relevant teams to align on client needs and market developments. • Coordinate with internal departments to ensure smooth operations, timely product delivery, and superior client service. • Review and secure approvals for new accounts, transactions, and renewals within established timelines. • Monitor and manage credit risk by analyzing client and industry information, reporting potential concerns promptly. • Prepare transaction proposals and credit applications that meet strategic, pricing, and client service objectives. • Negotiate with clients on terms, pricing, and contract details, seeking commercially viable solutions. • Ensure compliance with all relevant laws, regulations, and internal policies. • Organize meetings to resolve urgent or ad-hoc client issues. • Stay updated on industry trends, regulatory changes, and product developments to maintain market expertise. 【Qualifications】 • FI ARM/ Corporate ARM experience and communication skills with the ability to influence others and sell products. • Have basic product knowledge in Transaction Bank and Global Market business. • Good stakeholder management skills to collaborate with other departments. • In-depth knowledge of general banking products and services. • Proficient in English. ––––––––––––––––––––––––––––– ▲【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/

【中文職缺說明】私人廚師 Private Chef • 職稱：私人廚師 • 工作地點：台北市松山區 • 工作時間：週一至週五（提供每日三餐）、假日視需求偶爾需配合節慶或特殊活動 【工作內容】 • 負責每日三餐之烹調與出餐，主要服務兩位貴賓 • 採買高品質、新鮮食材，確保餐點衛生與風味 • 具備精緻料理（Fine Dining）製作經驗，能依需求設計客製化菜單 • 管理廚房食材庫存、保存與成本控制 • 對高級食材、進口肉品、海鮮、酒品搭配有基本認識 • 確保餐飲流程符合專業與隱私標準，維持餐飲環境整潔 【任職條件】 • 具中上程度英文溝通能力（能與外籍人士溝通） • 具五星級飯店或高端私人廚房經驗者尤佳 • 擅長西式料理、Fine Dining 或融合料理 • 積極主動、注重細節，能獨立作業 • 可立即上工者優先考慮 【待遇與福利】 • 優渥薪資依經驗面議 • 工作環境單純、隱私性高 • 節慶配合另有加給 一一一一一一一一一一一一一一一一 【English Job Description】Private Chef • Position: Private Chef • Location: Songshan District, Taipei • Working Schedule: Monday to Friday — preparing three meals a day for two individuals Occasional work on weekends or holidays upon request (especially for special occasions or events) 【Key Responsibilities】 • Prepare daily breakfast, lunch, and dinner for two guests with consistency and excellence • Source, purchase, and manage premium-quality ingredients and supplies • Design and execute customized menus based on dietary preferences and seasonal availability • Maintain kitchen hygiene, food safety standards, and ingredient inventory • Possess knowledge of fine ingredients, imported meats, seafood, and wine pairings • Uphold a high level of discretion and professionalism within a private household setting 【Requirements】 • Intermediate to advanced English communication skills • Experience in luxury hotels, private households, or fine dining restaurants is highly preferred • Expertise in Western or fusion cuisine with a refined presentation style • Detail-oriented, proactive, and capable of working independently • Available to start immediately (ASAP) 【Compensation & Benefits】 • Competitive salary based on experience • Discreet, professional, and supportive working environment • Additional pay for special holiday service ––––––––––––––––––––––––––––– ▲【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/

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 HSBC Corporate and Institutional Banking (CIB) is a markets-led, financing-focused business that provides investment and financial solutions. Within CIB, Securities Services provides robust and reliable solutions that help clients mitigate risk and enhance their business performance. Working with institutional investors, banks, insurance companies, governments, and multinational corporations, this team covers fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services. People responsibility: N Report to: VP Fund Service Fund Administration Job content: -To review and authorize the operating procedures for fund accounting, valuation, investment compliance monitoring, and report generation to clients (SITEs) and local authorities. -Assess existing system and processes to identify system enhancement needs and work with MIS manager to improve efficiency and services. -Allocate work and supervise staff to produce quality work. -Help Manager FA to train and coach the FA team members to achieve their goals and objectives for each year. -Also be responsible for handling customer enquiries on fund administration, regulations and market practices. - 基金與全權委託帳戶淨值與會計帳務處理、定期申報作業之相關事項及其他例行性作業 - 有效率且正確的完成基金會計、基金評價與投資限制控管相關事項 - 學習及處理各項有價證券、外匯及衍生性金融商品之評價 - 協助基金會計作業流程規劃、系統測試，提升服務品質和效率 - 主動維持良好的客戶服務品質

【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。

Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Description 1. Formulate, complete and execute account plans for identified clients in the assigned portfolio with the senior bankers to increase share of wallet size. 2. Corp. wealth and T&M revenue, more diverse products knowledge and revenue generation abilities aside from Corp. loan. 3. Develop Institutional Banking Group 4 activities which include exploring new products/clients in line with the Bank's objectives 4. Evaluate the credit-worthiness of customers and recommends appropriate proposal taking into account the Bank's objectives, customer's requirement and overall market conditions and industry trends 5. Ensure timely submission of RFP (Request for proposal), pitches, meeting deal execution timelines, preparation for credit memos and supervision reports 6. Prepare financial models with P&L, B/S & cash-flow projections based on sound business and market assumptions 7. Proactive monitoring and management of accounts, being alert to credit deterioration or improvement, and taking timely action including elevation to senior bankers and credit 8. Conceptualize and undertake corporate finance analysis, including capital structure analysis, valuation analysis using DCF and comparable 9. Handle loan & security documentation negotiations 10. Liaise with Corporate Banking various department (such as Credit & Credit Control, T&M, Operations and other Product Groups) to achieve a smooth workflow in the processing of customer's request.

1.審核衍生性金融商品、外幣有價證券及結構式商品之清算交割。 2.審核各項新種商品之清算交割作業及參與建置現行及新種商品之電腦系統。 3.負責全行衍生性商品、外幣有價證券金融商品報表對主管機關、會計師之申報。 4.全行衍生性商品、外幣有價證券及結構式商品之國際會計準則管理。 5.依據各項風險及授權準則，審核有關衍生性商品、外幣有價證券及結構型商品報告。

【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

Responsibilities/工作內容: ◥ Produced and reviewed scheduled and ad-hoc client reports (institutional reports, presentations, standard and bespoke reports) with accuracy and timeliness. ◥ Compiled investment data on Taiwan equities, onshore/offshore funds, and ETFs (including performance, attribution, key figures, and sector allocations) using Excel VBA, internal FA systems, and external sources (e.g., CMoney, Bloomberg). ◥ Supported onboarding of reporting requirements for existing and new clients, while responding to ad-hoc queries in a timely and accurate manner. ◥ Coordinated client information requests and collaborated with investment, distribution, operations, legal, compliance, and risk teams, ensuring effective communication with clients, account managers, and vendors. ◥ Actively participated in regional and global projects, assuming basic project management responsibilities (e.g., specifications, timelines, structure) when required. ◥ Assessed and enhanced existing processes to ensure scalability and efficiency. ◥ Drafted and maintained process documentation and service procedures. ◥ Managed change requests and issue escalations to maintain ongoing reporting quality and accuracy.