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, rapid inquiry responses, and efficient order processing 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:
- Ensure efficiency, timeliness, completeness, and accuracy of daily operations
- Control and manage time effectively and support teamwork
- Collaborate with Project Manager to support and enhance procedures for joint targets, such as new initiative projects and campaigns
- Support the Product team in monitoring risks, corporate action events, launches, and promotions, and ensure timely compliance with local and regional guidelines
- Maintain and provide analysis reports, regulatory reports, and customer advice
- Adhere to all relevant external regulatory and internal compliance requirement
Job Requirements:
- Previous working experience in banking operations or wealth management industry
- Good command in communication and Strong resistance to pressure
- Independent, proactive, and positive working attitude
- Detail oriented
- Computing skills such excel, file organization and data analysis ability
- Certificates –
- Basic Test on Financial Markets and Professional Ethics(金融常識道德)
- Proficiency Test for Trust Operations Personnel(信託)
- Certification Test for Financial Derivatives Sales Personnel(衍生性金融商品)
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Primary Location
Taiwan
Job
COO Office/Business Mgt & Support
Schedule
Regular
Job Type
Full-time
Job Posting
Oct 2, 2025, 12:03:45 AM