國泰資訊集團-神坊資訊正在尋找一位 具網通與資安整合服務銷售經驗、善於團隊協作的資深業務,與我們一起拓展企業市場!
About the Role / 職務說明
Drive sales of enterprise cybersecurity and networking solutions by leveraging
proven expertise in cybersecurity services to identify client needs, deliver
impactful solutions, and collaborate with cross-functional teams to ensure
success and surpass targets.
您將負責推廣企業資安與網路解決方案,協助客戶建構安全、穩定且高效的 IT
環境。這是一個結合 新客戶開發 與 既有客戶經營 的角色,需具備策略思維、
解決方案導向,並能與技術團隊及跨部門單位緊密合作,共同完成專案與業績
目標。
What You'll Do / 主要職責
• 開發為主、維護為輔,服務企業客戶,挖掘新商機
• 分析客戶 IT/資安需求,偕同技術提供完整解決方案
• 與專案團隊、原廠合作,確保專案交付成功
• 制定並執行銷售策略,提升市場佔有率
• 定期拜訪客戶,提出升級與延伸服務建議
What We're Looking For / 任職條件
• 5 年以上 IT 或資安產業業務經驗
• 曾成功銷售任一資安相關解決方案
• 熟悉資安架構或網通產品
• 擅長提案、簡報與專案溝通
• 團隊作戰精神,能帶領或支援跨部門合作
• 態度積極,能承擔業績挑戰,職銜您決定
Nice to Have / 加分條件
• 單一專案銷售金額超過千萬
• ERP、CRM 系統使用經驗
• 網通或資安相關證照
• 能有效運用之產業人脈
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
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight.
People responsibility: N
Report to: VP, Investment Support Lead
Job Contents:
- 報表彙整與管理
- 熟悉財金相關系統操作如Bloomberg, CMoney等
- 熟悉投信法規
- 擅長跨部門協調溝通
- 具備財金投資相關專業知識
1. NAV calculation for mutual funds and mandate accounts.
2. Internal report / external relevant declaration matters or other routine matters.
3. Settlement matter related communication and maintenance.
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
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!
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▲【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.