Senior Officer, Wealth Management Operations, Consumer Banking Ops, Technology & Operations

'The Key accountabilities cover:
- To support the whole order placement /settelement/Reconciliation process/regulatory reporting include WM2.0 / SEZ new business
- Perform the distribution process for Trust product transactions including subscription/redemption/switch. 
- Perform distribution process for Trust product dividend/coupon payment.
- Perform settlement process with broker  
- Prepare regulatory reporting data for reporting.
- Perform Corporate action events handling, including merge, coupon payment, split..etc..
- Perform Accounting entry booking for investment products.
- Co-working with stakeholder for assigned project, such as Product team, IT, Branch etc.
- Support UAT for system upgrade & problem fixing etc.
- Support end to end UAT testing, data verification and result validation.
- Cross product suppot
 

Criteria/Skill(ex. Excel)

1. Bachelor’s degree / University degree.
2. Familiar with Microsoft word and Microsoft excel.
3. Basic knowledge of banking and investment product such Equity and SN/Bond will be better

4.信託證照 & 金融常識與道德/ 內稽內控證照 is must

5. Basic English reading & writing ability
6. Patience and able to work under pressure and overtime
7. Working experience in corporation action handling will be plus

Location:

Taipei Hub - 13F

Job:

Operations

Schedule:

Regular

Employee Status:

Full time