IP&A
Business Management Support,!
,;
,;
(BAU),,
Wealth Management Operation,!
We're seeking passionate and skilledBusiness 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 and rapid inquiry responses, 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 Servicesor
Wealth Management Operationsto 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
- Moderately in English, both in speaking and writing
- 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()
- Proficiency Test for Trust Operations Personnel()
- Certification Test for Financial Derivatives Sales Personnel()
- en
Primary Location
Taiwan
Job
COO Office/Business Mgt & Support
Schedule
Regular
Job Type
Full-time
Job Posting
Mar 12, 2026, 8:00:00 AM
