「【金融商品部】金融商品企劃專業人員_I00023530」的相似工作

1. 複委託商品平台經營維運 2. 主責固收商品交易發想/觸動/推廣/行銷，含文案撰寫、簡報設計與製作 3. 跨商品、部門及通路業務合作溝通，與團隊合力完成例行性事務維護以及主管交辦事項

Direct Responsibilities: •Training to handle orders and deals for investment products including fixed income and structured products. •Training to respond to enquiry of product information, price quotation and order status. •Assist to prepare product marketing materials and review related product document •Training to conduct portfolio analysis and provide advice for necessary action. •Track product performance and follow up recommended products and propose investment solutions •Familiarize with external regulations and internal guidelines/procedures; ensure trades/products are done in accordance with internal rules and external regulations. •Participate in system enhancement projects Technical and Behavioural Competencies required: 1.Professional knowledge and experience in dealing internal and external clients as well as investment product advising. 2.Professional knowledge of investment products including Fixed Income, structured products, etc. 3.Teamwork spirit and highest standard of integrity in terms of behaviour. Experience and Qualifications required: 1.證券高業執照 2.金融常識與道德 3.信託

如果你（妳）滿足以下條件，可能就是我們正在尋找的最佳工作伙伴。 歡迎有志在數位金融趨勢中大展身手的您，一起加入群益數位金融的行列。 理解AI技術的應用範圍，並具備金融領域知識的專業人才。 工作內容包含協助評估AI技術在金融行業的應用，進行專案管理，並推動專案落地。

1. 業務拓展 △ 講座辦理 (說明公司投顧服務) △ 開發與維繫客戶關係 2. 投資研究 △ 投資分析及報告撰寫 △ 客戶投資組合建議與規劃

1.擔任總公司對分公司受託買賣外國有價證券與國際證券業務分公司(OSU)業務聯繫窗口。 2.負責業務推廣、產品介紹與行銷活動的規劃。 3.負責資訊需求的協調與公會申報等相關作業。

1. 協助業務發展企劃，簡報製作及專案研究等 2. 協助業務統計，跨單位及跨公司業務間溝通 3. 內部管理辦法研究訂定 4. 其他主管交付臨時性任務

提供客戶客製化專業金融商品諮詢，致力於協助客戶達到理想的投資規劃。金融商品投資顧問需要能夠獨立作業，提供客戶高品質及全面性的海內外商品配置建議。能夠了解公司文化並積極達成目標，進行跨部門的團隊合作共享資源，以達成客戶增加財富的需求。 1. 高資產客戶的開發及經營 2. 協助客戶自受託買賣平台交易完成商品配置 3. 跨部門合作 4. 執行公司策略，達成業務目標

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。

1.投資後台及投資流程管理 2.投研團隊ESG與盡職治理 3.交易決策及投資研究報告檢視覆核

1.證券市場/部門業務資料彙總分析，整合公司各項資源及研究服務機構客戶 2.開發及維護複委託金融法人客戶 3.舉辦論壇及各項參訪活動，協助安排法人客戶活動 4.提供投資理財商品的諮詢服務，法人客戶業務需求諮詢 5.撰寫公司拜訪會議過程內容 6.主管交辦事項

《如果你期待加入世界知名外商/熟悉財報、稅報/具備四大會計事務所超過3年經驗/ 英文精通/歡迎按下主動應徵了解更多》 《投遞請自行確認是否具備至少3年四大事務所經驗》 【Job Description】 ▲Prepare and record all accounting transactions in compliance with IFRS and local accounting policies ▲Perform monthly analysis & reconciliation on the financials, ensuring the integrity and accuracy of local financial books and records ▲Support annual audit work by providing and explaining financial data to external auditors ▲Assist in the preparation of the local tax filings and compliance, including Corporate income tax and VAT. ▲Support the team in implementing system automation, reporting, and process optimization. ▲Work with cross functional team such as FP&A, Procurement, Legal and local business (engineers) to make sure compliance with local and global Finance related matters 【Job Requirements】 ▲ Bachelor's degree in Finance, Accounting or a relevant field or equivalent practical experience. ▲3+ years of experience working in major accounting firm. ▲In-house finance experience is a plus. ▲Strong experience and track-record in finance analysis, data analysis, and is familiar with corporate income Tax and VAT regulations. ▲Very strong attention to detail. 【Other Requirements】 ▲Fluent in English is a must. Excellent command of Chinese (Traditional) is a plus (highly preferred) *This is a contractor role under Adecco. *The salary range will be based on experience, interview, and assessment result.

**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。

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.

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 Markets business provides world-class solutions and an unmatched global presence. We serve corporates, institutional investors and governments from trading floors in almost 80 countries. The strength of our underwriting, sales and trading and distribution capabilities spans asset classes and currencies, providing us with an unmatched ability to meet the needs of our clients. We’re currently looking for a high caliber professional to join our team as Officer, Securities & Derivatives Analyst, Taiwan (Internal Job Title: Securities & Derivatives Analyst 1 - C09) based in Taipei, Taiwan. The Securities & Derivative Analyst 1 is an entry 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 assist in the clearance, settlement and investigation of client securities and derivatives transactions. 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. In this role, you’re expected to: • Perform trade verifications to ensure accuracy of booking requests • Generate and match trade confirmations according to the International Swaps and Derivatives Association (ISDA) templates • Complete settlement tasks and daily rate revaluations accurately and on time • Coordinate transaction processing issues to the appropriate department and collaborate on a solution • Perform regulatory controls, account reconciliations, and record retention activities in accordance with established policies • Prepare and submit periodic internal and external regulatory reports • Participate in the periodic General Ledger (GL) proofing exercises as directed • 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.

1. 公私募新基金申請 2. 新種業務申請 3. 已成立基金修約申請(含信託契約修訂、追募、終止、合併等申請作業) 4. 產品規劃與維護(含時程規劃、公開說明書更新、專案報會申請、公告與重訊之發布等) 5. 與主管機關及外部機關溝通與聯繫 6. 同業動態資訊蒐集與洽詢 7. 其他主管交辦事項

1.客戶文件填寫與建檔，並協助客戶風險管理業務 2.處理營運合作夥伴文件往來 3.安排主管行程與內外部會議，製作紀錄並追蹤決議執行進度 4.協助處理財會報表與總務庶務等作業 5.主管交辦事項

負責編製管理性報表及文件管理，進行投資研究報告的資訊蒐集與整理，並協助主管處理各項相關作業。

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

1. 研究、設計並持續優化高頻交易策略（如高頻做市、高頻趨勢、高頻對沖等）。 2. 分析多市場交易數據與客戶交易模式，建立統計套利、因子模型或機器學習等交易策略。 3. 負責策略模型的搭建、歷史數據回測與績效評估。 4. 研究交易撮合機制與市場行為，並據此優化策略表現與風險控制。 5. 協助策略在實際交易環境中部署、監控與調整，確保執行效率與穩定性。 6. 與技術、風控、營運等部門密切合作，推進策略實施與持續優化。

我們正在尋找具備專案管理能力、邏輯思維清晰，並對數位產品有熱情的夥伴，加入交易平台專案團隊。 本職位將負責協調內外部資源，推動跨部門合作，實現數位金融平台的功能規劃與落地。 (一) 職務說明： －【市場調研與需求分析】：收集市場趨勢、競品功能，提出可行的產品優化建議。 －【平台功能規劃與推動】：負責交易平台功能從 0 到 1 或從 1 到 N 的規劃與推動，包括需求定義、邏輯設計、建置採購、測試驗證、上線與維運，並協助教育訓練與使用者導入。 －【專案管理與協調執行】：擔任專案負責窗口，統籌時程規劃、資源協調、進度追蹤與風險控管，並與內部單位及外部廠商密切合作，確保專案如期交付。 －【文件製作與流程管理】：撰寫並維護專案相關文件，包括需求規格書、系統流程圖、測試計畫與使用者操作說明等，確保資訊傳遞一致與可追蹤。 －【廠商管理與其他作業】：負責廠商聯繫與管理、合約審閱與修正，並處理平台作業規範修訂、例行行政事項及主管交辦任務。 (二) 加分條件： 1. 主修財稅金融、商業管理、資訊管理等相關科系者尤佳。 2. 曾任職於金融業（特別是證券業）或參與過金融數位產品專案者為佳。 3. 具備與程式開發團隊（工程師）協作、跨部門整合或外包團隊管理經驗。 4. 曾使用雲端線上協作工具（如 Figma），並有與設計團隊溝通協作經驗。 5. 有資訊系統建置經驗、了解軟體專案開發流程（如：需求分析、測試、驗收等）。 6. 履歷中檢附上專案作品集、簡報或其他成果展示。