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/Fund house
• 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 & 內稽內控證照 is must
4. Basic English reading & writing ability is required
5. Patience and able to work under pressure and overtime
6. Working experience in corporation action handling will be plus Location: Taipei Hub - 13F Job: Operations Schedule: Regular Employee Status: Full time