a brief description of the overall purpose of the position, why this position
exists and how it will contribute in achieving the team’s goal.
PM will handle execution of various investment
products for WM.
PM will maintain and perform inventory / data warehousing for WM.
PM will perform product life cycle management and produce relevant
- Handle orders
and deals for investment products, such as mutual fund, fixed income and
- Handle orders
and deals for FX product and derivatives. At least 1 year exposure to FX dealing room
- Respond to enquiry of product information, price quotation and order status.
- Prepare product marketing materials and review related Chinese product document..
- Conduct WM portfolio analysis and provide advice for necessary
- Track product performance and follow up
recommended products and propose investment solutions
- Familiarized with external regulations and internal
guidelines/procedures; ensure trades/products are done in accordance with internal rules
and external regulations.
- Participate in system enhancement projects
and suggest efficient business process
Sourcing new product information and collect
market intelligence, including patterns and market trends
product settlement process and able to interpret related corporate action
Professional knowledge and experience in dealing, clients handling as
well as investment product advising.
Professional knowledge of investment products including Fixed Income, Mutual
Funds, Structured products, etc.
Teamwork spirit and highest standard of integrity in terms of behavior.
License: Trust and derivative product
Primary Location: TW-TPE-TaipeiJob Type: Standard / PermanentJob: FINANCIAL AND TECHNICAL EXPERTISEEducation Level: Bachelor Degree or equivalent (>= 3 years)Experience Level: At least 2 years
Behavioural competency: Ability to collaborate / Teamwork, Ability to share / pass on knowledge, Communication skills - oral & writtenTransversal competency: Ability to understand, explain and support change, Ability to develop and adapt a process , Analytical Ability