5/20 *️⃣【投銀前台機會｜美商頂尖投資銀行】Corporate Access Management / 薪資依經驗可議 / 須有 FI 市場客戶經營經驗｜BIS_233

藝珂人事顧問股份有限公司

人力仲介代徵

台北市大安區

5年以上

大學

【Corporate Access Team】 Corporate Access fulfills a hybrid function, advising corporates on their investor relations strategies (including M&A, IPO and non-deal roadshows) as well as providing investors with access to company management teams through company visits, field trips and conferences. The team works closely with Research, Equities, FICC, Investment Banking and the Financing Group / Corporate Broking. 【Responsibilities】 • Manage and execute a range of high quality Corporate Access events; • Handle Corporate access event logistics (both virtual and physical events) - organizing transportation, booking group meeting venues, ordering F&B, arranging production and delivery of presentation materials etc; • Organize investor schedules to the region to see Asian companies by working closely with the client/sales person; • Set up and maintain Corporate Access events in internal systems. 【Experience/Skills】 • Prior Corporate Access experience required; • Strong analytical, communication and organization skills; • The ability to prioritize effectively and meet deadlines while managing a large number of projects running concurrently; • Detail oriented and able to work both independently and as a member of the team; • Good working knowledge of MS Office products including Outlook, Excel and Powerpoint; • Fluent in English. ––––––––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

0~5人應徵

5/20 institutional sales (機構法人業務)

保德信證券投資信託股份有限公司

信託投資業

台北市信義區

3年以上

大學

1.Promote onshore and UCITs fund towards Lifer, Pension, FOF/ILP investors, arrange PM meeting, and provide frequent market update 2.Support onshore and offshore institutional client mandate, effectively facilitate oral/written client communication, and resolve any administrative/operational issue 3.Responsible to complete and arrange investment advisory & mandate RFP, rehearsal and presentation 4.Actively communicate with internal and external PM for new mandate idea or suitable investment solution to capture new opportunities 5.Private markets and alternatives fundraising from institutional and private wealth investors 6.Build and maintain client relationships with senior decision makers 7.Produce customized report for internal and external clients

0~5人應徵

5/20 總經理室儲備業務(提供二年全方位訓練)

復華證券投資信託股份有限公司

證券及期貨業

台北市中山區

經歷不拘

大學

1.金融市場資訊彙整與分析 2.同業分析及產品趨勢追蹤 3.製作銷售文件及報表 4.業務拓展、key Account 客戶維繫管理 5.培訓為投信專業Direct Sale 我們為本職缺提供〝成為投信專業Direct Sale的全方位訓練〞，包含投資理財、基金產品、資產配置、客戶開發、簡報能力、銷售技巧等，由總經理及業務主管親自帶領儲備業務進入資產管理業最TOP的Direct Sale團隊，通過考核後成為Direct Sale，透過為客戶管理、累積資產的過程，自己也能成就人生、創造財富。

6~10人應徵

5/20 儲備投資理財顧問

復華證券投資信託股份有限公司

證券及期貨業

台北市中山區

經歷不拘

大學

躋身投信事業的最佳選擇！歡迎嚮往投資理財顧問的夢幻殿堂並挑戰無極限成長及高薪職務的你/妳加入復華投信「儲備理財顧問培訓計畫」，能幫助您築夢踏實，達成職涯的高峰！【計畫特色】復華投信提供業界唯一為新人量身打造的財富管理完整培訓，在培訓期間達到目標客戶數量及管理資產規模，成為頂尖投資理財顧問。 ● 全方位的專業訓練：建立金融商品專業知識，掌握市場脈動。 ● 共同成長的小組制度：每位儲備理財顧問皆有專屬的Mentor指導，定期小組討論協助業務能力的培養及提升，讓您在工作上更快步上軌道。 ● 具競爭力的獎酬制度：透明的獎酬制度，共同創造專業自主、一流待遇的事業生涯。訓練地點：台北總公司結訓後工作地點可選擇：台北、桃園、台中、高雄

0~5人應徵

5/20 9S元富證券-承銷輔導人員(台北)

元富證券股份有限公司

證券及期貨業

台北市大安區

2年以上

大學

1.輔導發行公司上市上櫃 2.協助發行公司再次募集資金

6~10人應徵

5/20 財務部-債券交易員

陽信商業銀行股份有限公司

銀行業

台北市中山區

2年以上

大學

負責台外幣債券交易投資，須具2年以上操作相關經驗。薪資待遇：待遇從優，面議。

0~5人應徵

5/20 [金融業專區]投資經理&投資分析&策略投資

藝珂人事顧問股份有限公司

人力仲介代徵

台北市信義區

經歷不拘

大學

Key Responsibilities 1. Investment Analysis and Evaluation: ● Research and identify emerging market trends, potential investment opportunities, and areas for portfolio diversification. ● Perform detailed financial analysis and due diligence on potential investments. ● Develop and maintain an investment pipeline by leveraging industry contacts and market insights. Actively engage in industry events, visits, and exchanges with peers to stay abreast of market trends and uncover new investment opportunities. ● Craft investment theses and present findings and recommendations to the investment committee. 2. Portfolio Management: ● Portfolio Evaluation: Regularly review and adjust the investment portfolio in line with market changes and company goals. ● Risk Management: Implement strategies to minimize risks and protect investments ● Reporting: Provide clear, regular updates on portfolio performance to stakeholders. ● Board Involvement: Participate in board meetings of invested companies to offer strategic insights and oversee investment performance. 3. Strategic Financial Planning: ● Collaborate with senior management to align investment strategies with the organization's financial goals. ● Provide insights and strategic guidance on financial matters, including capital structure, liquidity management, and long-term financial planning. 4. Corporate Structuring and Governance: ● Design and oversee the implementation of efficient corporate structures for designated entities. ● Ensure compliance with legal, regulatory, and internal governance standards. ● Develop employee stock ownership plans (ESOP) and other incentive schemes. 5. Stakeholder Engagement: ● Build and maintain relationships with a broad range of stakeholders including internal teams, external investees and partners, and industry experts. ● Effectively communicate investment strategies and decisions to diverse audiences. Qualification ● Bachelor's Degree in finance, economics, business administration or a related field. Advanced degree a plus. ● At least 3 years of experience in investment management, financial analysis, or a similar role. ● Demonstrated business acumen and decision making skills. ● Fluent in written and spoken Chinese and English

11~30人應徵

5/20 *️⃣【交易室正職名額釋出｜大型外商銀行】Treasury Sales (TMU Sales) / 年薪依經驗可議 / 年終獎金可達6~10個月｜BIS_233

藝珂人事顧問股份有限公司

人力仲介代徵

台北市信義區

3年以上

大學

【Job Responsibilities】 • Responsible for the delivery of relevant banking services to customers to maximize not only our revenue but also customers’ satisfaction. • Co-work with Relationship Managers, Dealers and relevant divisions to enhance treasury profits. • Build effective relationships with key customers to develop new business and to deliver a high quality of service to customers. • Work in partnership with Relationship Manager to understand customer expectations, obvious hedge needs, and potential hedge needs and to promote a range of products and services. • Take actions for providing financial solutions that will deliver a high quality service to customers. • Analyze the market and research data on FX as well as Derivatives to identify revenue opportunities, prepare presentation material for pitches to promote products to customers, including but not limited to FX and Derivative products. • Support in understanding the regulatory requirements and audit outcomes, assess and recommend a plan for the Branch to ensure alignment with all relevant regulations. • Assess and manage relevant risks to the Bank and seek solutions to mitigate the risk with close supervision, if necessary. • Monitor market risks by collecting information from various sources and report to relevant parties in a timely manner. 【Requirements】 • Stakeholder management skills to collaborate with other departments. • Communication skills with ability to influence others provide solutions. • Knowledge in global markets products and risk management skill. • Understanding of the local banking regulatory environment. • Proficient in English. • Qualification of Derivative business required. ––––––––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

0~5人應徵

5/20 承銷輔導人員(承銷輔導部)

國泰綜合證券股份有限公司

證券及期貨業

台北市大安區

2年以上

大學

一. 輔導企業申請股票公開發行/登錄興櫃交易/申請股票上市上櫃二. 協助發行公司募集資金規劃及評估申請作業 ※為招攬菁英人才，面試流程如下： step1、請先投遞104人力銀行上之此職缺 step2、符合資格者，將邀請您至【國泰證券招募官網https://recruit.cathayholdings.com/】登錄履歷

6~10人應徵

5/20 財務部-交割作業人員

陽信商業銀行股份有限公司

銀行業

台北市中山區

2年以上

大學

熟悉股票、債券、票券、外匯等相關作業及法規。具二年以上銀行或券商交割或後台帳務經驗或作業流程規劃經驗。具外匯交易專業能力、票券商業務人員、證券商業務員尤佳。薪資待遇：待遇從優，面議。

11~30人應徵

5/20 信用卡業務專員 (北區)~保障底薪，高業績獎金(無經驗可，外商福利佳)

星展(台灣)商業銀行股份有限公司

銀行業

台北市中山區

1年以上

高中

1. 依照客戶需求推薦信用卡產品。 2. 地點很自由，可選擇跑攤駐點、企業團辦-到公司辦說明會還是掃街陌開。 3. 提供完整的教育訓練，新手沒關係，有團隊協助，上手很快速。 4. 外商福利好，第一年即享14天年假，讓你兼顧工作與生活。 5. 上班時間不固定，排班、輪休。你沒有人脈，想做業務? 想要挑戰自己，渴望拜百萬年薪? 那就快快投下履歷，星展歡迎你的加入，

6~10人應徵

5/20 〔金融市場〕法人金融行銷業務人員(TMO)

台新金控_台新國際商業銀行股份有限公司

銀行業

台北市大安區

3年以上

大學

1.每日注意金融市場所發生之事項，及時告知客戶市場最新動態。 2.協助全省RM協訪客戶。 3.提供法金客戶適當的避險策略及金融操作建議。 4.針對RM進行新產品之教育訓練。

0~5人應徵

5/20 承銷輔導人員(歡迎同業轉任者加入)

台中銀證券股份有限公司

金融控股業

台北市中正區

3年以上

大學

1.籌資案件及財顧案件之評估作業 2.上市櫃案件之評估輔導作業 3.其他與承銷業務相關之作業 4.主管交辦事項

0~5人應徵

5/20 承銷業務人員(台北)

台中銀證券股份有限公司

金融控股業

台北市中正區

3年以上

大學

1.協助客戶規劃初次上市櫃、上市櫃後之籌資理財與財務顧問諮詢服務，以爭取IPO、SPO與財顧專案業務案件 2.具承銷業務、承銷案件評估及輔導或會計師事務所經驗者尤佳 3.具證券商高級業務員證照 4.具備會計師事務所2年以上及承銷商5年以上資歷

0~5人應徵

5/20 T&M Corp sales

星展(台灣)商業銀行股份有限公司

銀行業

台北市信義區

7年以上

大學

1.Capture business opportunities to sell a wide range of treasury products, including FX, rates and corporate wealth product. 2.Strategic service Large corporate / Mid cap clients, address their needs through the provision of client relevant products, solutions and deep market insight, and develop revenue and profitability of allocated client portfolio. 3. To collaborate with IBG RM to increase the T&M cross selling and penetration. 4.Ensure the sales activities complied with the internal policies and the regulations in Taiwan. 5. Collaborate with cross-functional teams, stakeholders and bridge the communication of various Sales team projects and initiatives, including IBG & CBG MtJ, data & digital initiatives, business planning and analysis, etc.