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)

• Bachelor's degree / University degree.
• Familiar with Microsoft word and Microsoft excel.
• Basic knowledge of banking and investment product such Equity and SN/Bond will be better
• & is must
• Basic English reading & writing ability is required
• Patience and able to work under pressure and overtime
• Working experience in corporation action handling will be plus
  
  

Location:

Taipei Hub - 13F

Job:

Operations

Schedule:

Regular

Employee Status:

Full time