Direct Responsibilities
· Meet annual goals / budgets set by manager for self
· Develop existing and new relationships
· Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
· Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
· Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate
· Maintain good level of knowledge of the Bank’s systems and regulatory environment
Direct Responsibilities
· Meet annual goals / budgets set by manager for self
· Develop existing and new relationships
· Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
· Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
· Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate
· Maintain good level of knowledge of the Bank’s systems and regulatory environment
• Perform the pivotal role of OPEX/CAPEX (“Operational Expenses”, and “Capital Expenditure”) planning and controlling including annual budget and quarterly forecasts to support the execution of company strategies and achieve company goals
Key Responsibilities
˙ Review and communicate with functions regarding operational expenses planning (of which budgeting)
˙ Review procurement requests
˙ Perform the control of operational expenses and CAPEX to ensure the delivery of company objectives
˙ Partner with cross-function teams to ensure the delivery of OPEX/CAPEX target
˙ Monitor and analyze the root cause of deviation, and design/execute the countermeasures and mitigation plan, to ensure an on-track progress
˙ Ad hoc tasks
. Other maters assigned by the supervisor.
Job Qualification
• Education/Background:
Bachelor’s degree in Accounting / Finance / Business / Economics
Certified public accountants (CPA) would be a plus
• Work Experience: 5+ years of relevant experience
• Language: Fluent in English
• Office Skills: MS Office package including Excel, PowerPoint and Word
• Competencies:
Strong logical thinking and analytical skills and good communication skills
Details oriented
A good team-player but able to work independently with strong problem-solving mindset
Ability to work under pressure/tight schedule
1. 撰寫新聞稿及規劃行銷企劃案，籌備且執行公司對外的行銷活動與媒體活動
2. 企劃及整合數位媒體，運用創意及行銷活動推廣公司品牌及服務、維護官網及公開資訊
3. 維持公司品牌策略及維護CI、與亞太區辦公室及集團總部溝通/合作、對內跨部門溝通、對內、外相關溝通製作物製作及審核
4. 報名參加產官學界舉辦之獎項，負責報獎作品內容編撰與製作
5. 部門相關行政作業與主管交辦事務。
1. 五年以上媒體公關活動規劃與執行，具新聞稿撰寫及維護媒體關係相關能力。
2. 具有良好溝通協調經驗、表達能力佳，並善於對外與跨部門溝通協調。
3. 具行銷活動規劃能力與執行，有品牌管理、媒體規劃經驗。
4. 獨立簡報能力，可撰寫提案、擬計畫、做簡報等基礎企劃能力。
5. 擅長溝通協調。
6. 具責任感，能獨立作業亦能跨部門團隊合作，整合資源。
1.研究市場動態與競爭分析，包括市場趨勢分析、同業競品分析、通路動態追蹤等
2.規劃、執行、維護保險商品，包括報價需求與協調、商品規格擬定與溝通、上架排程規劃與追蹤、法規異動影響分析
3.設計與維護行銷文件，包括商品簡介、商品說明書、建議書以及商品網頁等協助行銷推廣之製作物
4. 其他主管交辦事項
1. Conduct market research and competitive analysis, including market trends, competitor comparisons, and industrial dynamics.
2.Plan, execute and maintain insurance products, uincluding managing quotation requests and coordination, drafting and communicating product specifications, scheduling and tracking product launches, and analyzing the impact of regulatory changes.
3. Prepare and maintain marketing materialssuch as DM, brochure, sales illustration, and product web page, to support marketing efforts.
4. Others matters assigned by the supervisor.”
2. 良好的規劃與組織能力
3. 抗壓性佳
4. 良好溝通能力
5. 具有效率之獨力作業能力
1. Familiar with life insurance products
2. Strong planning and organizational skills
3. High stress tolerance
4. Excellent communication skills
5. Efficient ability to work independently
Daily system health check
-Daily IT operations health check on Infra related system infra and network connectivity
-Assist on IT security deployment
Coordinate with Regional IT
-Ensure that escalation process to regional IT is always adequate, reviews it regularly and improves it if required
Liaise with regional ITIP team regarding the Taiwan Infrastructure matters.
-Measures and reports level of service of ITIP team, against the agreed level as laid in the SLA/OLA.
Infrastructure Support
-Network Appliance Management
-Infra/Application Server Management
-VMware Virtualization Hypervisor Management
-Storage Array Management
-IT Asset Management
-Standalone Computer/Appliance Management
-Data Center Management
-Official Document Exchange system (web based)
- TDCC connection & terminals (SMART)
- Telecom / Recorder facilities support
- Regulatory system support such as, OTC, CBC RTGS, EFT and Taifex CCP system
-HELPDESK service for all Securities, Branch, and Asset Management
- Infra support for all Securities, Branch and Assess Management
Market Data Support
-Support BLOOMBERG and Systex market data (eMidst)
-Coordinate with market data vendor
-Lease line issue coordination
Project Management
-Manage project schedule and provide timely updates for project status.
-Prepare reasonable IT budget according to project requirements and control IT expenditures within planned budget.
-Liaise with the ITIP and IT security team regarding to Infrastructure matters.
-Coordinate APS and local vendors for releasing application to UAT/PROD environment
Incorporation of Control Aspect
-Comply with regulatory requirements and internal guidelines
-Contribute to the reporting all incidents according to the Incident Management System
-Minimizing operational failure, including but not exclusively, the risk of fraud, by helping to devise, and by implementing sufficient regular controls
-Ensuring appropriate escalation to management and/or Permanent Control (or Compliance as appropriate) as soon as an issue is identified
Technical & Behavioral Competencies
- Diploma/Degree in electrical/electronic engineering, computer engineering or related discipline
- Attained VCP/CCNA/CCNP/CCIE technical certification
- 5-10 year’s work experience in either the financial or telecommunications industry with an excellent understanding of server infra, storage, virtualization, WAN, LAN and Voice technologies and network operations
- Good knowledge of TCP/IP, OSPF, BGP and MPLS technologies
- Good knowledge of DWDM Optical Transport technologies.
- Experience in various system and network monitoring and telemetry tools in data & security infrastructure such as dynatrace, Solarwinds, CISCO ISE, ServOne
- Experience in ITIL and defining various network documentation for operations support
- Experience on Automation using Python, Ansible or any other programming language.
- Experience in Change, Incident, and Problem management in banking industry
- Experience with vendor management
- Understanding the risk management and work closely with the Bank information security and risk team.
- Strong interpersonal, written and verbal communication skills
- Proficiency in written and spoken English
- Proactive and possess initiative, self-motivated team player capable of working with minimal supervision
Specific Qualifications
- Holder of VCP or CCNP is the minimum requirement
- 5+ years of experience in server infra, virtualization and Network services, with minimum 2 years in finance industry
- Expertise in system infra management, virtualization technology, connectivity and data center network infrastructure design, implementation and support (VCP or/and CCIE is a strong ‘plus’)
- Strong Background in Automation and Tooling.
- Client-oriented, strong communication and organization skills
- Self-starter
- Ability to work under pressure and delivery the project on time.
- Fluency in English
1.IT Governance and IT Compliance management
Drive the IT team with local regulatory, ISMS, PIMS requirement by the audit events to ensure relevant require control in place, also to provide the improvement plan for remediate the findings. Ensure IT governance with effective control, also meet the compliance requirements.
2.Management of IT outsourcing service
Management of teams in the Taiwan and APAC to deliver IT infrastructure and application services to fulfill Taiwan RD business requirements and also ensure the IT compliance requirement for local regulatory requests.
3.IT Service Delivery management
Management of the outsourcing teams ensure business demands are fulfilled as requested and supported the business analyst in the completing the required analysis and work with the PMO team to remediate the gaps as agreed service level required IT services.