1.協助通路達成理財預算目標 2.財富商品推動及業務政策宣導 3.輔佐通路主管擬定業務區商品聚焦銷售策略 4.協助通路主管辦理人員產能分析與提升 5.通路銷售人員專案商品輔銷輔訓 6.財富管理客戶陪訪 7.舉辦並可主講通路中、小型客戶關懷、理財說明會財務金融學類

(1)碩士以上學歷。 (2)數位金融領域或新創金融科技領域有12年以上的工作經驗。 (3)具異業合作執行、新科技專案導入、產品管理經驗及電腦文書簡報能力，熟悉各式生態 圈運作邏輯，個性主動具邏輯決策能力，且中英文流利。 (4)請於申請時以簡報摘要並提供6-10件過去作品/專案實績做為書面審查的資料。 (5)需提供可供Reference check的兩位推薦人。 (所有條件均須符合)

1. 主要交易商品：期權/股票/利率／債券／匯率 2. 策略：開發、建構AI/量化交易策略財務金融學類,數學統計學門,資訊工程學類

1.具任職於香港地區金融業相關職務歷練經驗者。 2.有關「招募資訊」及「甄試簡章」請詳彰化銀行官網/菁英招募/職缺公告： https://www.bankchb.com/frontend/mashup.jsp?funcId=9a7f8ddf15

•運用AI大數據，研究國內外產業與商品，協助自動化分析投資訊息，並自動化生產相關報告。 資格條件： 1. 具備基礎程式語言能力如VBA、Python、SQL者優先面試 2. 有投資經驗，具市場敏感性尤佳 3. 有證券、投顧及投信研究員經驗者尤佳 4. 具研讀英文報告能力尤佳證券商高級業務員,期貨商業務員,投信投顧相關法規（含自律規範）

1. 法金交易金融產品之規劃/設計/開發/維護 2. 新型態業務提案及商機開發 3. 交易金融產品運營管理 4. 產品相關訊息更新 5. 熟悉銀行進出口業務等外匯相關工作 6. 外匯進出口貿易等相關作業及業務諮詢 7. 外匯業務諮詢及顧客問題處理 8. 外幣買賣、匯兌、匯款等相關工作

(1)碩士以上學歷。 (2)數位金融領域或新創金融科技領域有8年以上的工作經驗。 (3)具專案導入、產品管理經驗及電腦文書簡報能力，熟悉各式生態圈運作邏輯，個性主動 具邏輯決策能力，且中英文流利。 (4)請於申請時以簡報摘要並提供3-6件過去作品/專案實績做為書面審查的資料。 (5)需提供可供Reference check的兩位推薦人。 (所有條件均須符合)

1.半導體相關產業(IC設計、晶圓代工、封測、三五族半導體)分析與個股研究。 2.公司拜訪與研究報告撰寫。電機工程學類,電子工程學類,資訊工程學類證券商高級業務員,投信投顧業務員

1.總體經濟分析、投資方向評估與產業研究報告撰寫 2.美國、香港公司股票/海外債券之財務報表分析 3.協助商品經理挑選理財商品之決策評估商業及管理學門證券商高級業務員

1.提供客戶理財建議與規劃 2.金融商品銷售與諮詢等多樣化金融服務 3.充分向客戶說明商品或服務內容並揭露所涉之資訊 4.管理及維護客戶投資報酬狀況，並提供相關金融訊息及服務信託業業務人員信託業務專業測驗,結構型商品銷售人員,期貨商業務員,證券商高級業務員,證券商業務員

海外股市交易商業及管理學門證券商業務員

Job Summary: The Specialist will be responsible for driving digitization and datadriven operating model (DDOM) to the dealing room by providing technical expertise in the areas of data analysis, digital solutions, and automation. This role will work closely with cross BU/SU and cross-country colleagues to identify business opportunities for digital solutions, advanced analytics, and machine learning techniques to improve customer experience, internal efficiency, and drive revenue growth. Responsibility: ★ Collaborate with the dealing room team and other departments to identify and collect relevant data to develop new strategies and tactics based on market insights and data analysis in compliance with regulatory requirements and internal policy ★ Maintain the local T&M data pipeline within ADA to support all analytics and modelling from enterprise ADA ★ Align to regional change management framework for data to be adopted into Taiwan ★ Work with overseas data colleagues in Hong Kong and Singapore and to port over analytics tools and models fit for local Taiwan T&M use ★ Analyze data to identify trends, opportunities for revenue growth, and areas for improvement ★ Apply statistical modeling and machine learning techniques to develop predictive models and algorithms to drive business outcome ★ To work with internal/external teams on exploring or creating new business models to drive new revenue streams ★ Manage implementation of digital solutions with clients ★ Communicate findings and recommendations to stakeholders in a clear and concise manner ★ Conduct research and stay up-to-date with industry trends and best practices in data analysis, digital solutions, and automation, and provide recommendations for new tools or platforms that could benefit the dealing room ★ Work with marketing and product management teams to drive revenue growth and client acquisition through digital channels ★ Perform other related duties as assigned

Job Purpose Responsible for developing & enhancing OAT products to meet ARP/SCF customers’ requirements in the country with the ultimate objective to expand our trade franchise and grow the revenues. Job Duties & responsibilities • Work with Sales to obtain competitive information from customers / market with regard to product functionalities, capabilities and features of competitors’ product and services. • Identify product gaps & new ARP/SCF opportunities and structure solutions for complicated transactions or new programs. • Responsible for all new products & services launched in the country • Work with T&O – IT on all the system related initiatives • Work with T&O - Operations on: (a) unit costing, service turnarounds, cut-off time and other service standards; (b) resolving & streamlining operational issues. • Work with Sales & RMs to ensure our products / services are competitive and meeting customer’s requirements. • Obtain external recognition of trade capabilities and win accolades. • Provide trade trainings or events for internal stakeholders and external customers. • Review and develop standard terms and conditions of all related ARP /SCF documents.

1. Responsible for the Product Profitability. 2. Develop Product Plans for GTS Products that will encompass market analysis, product definition, competitive scan, pricing, costing and revenue strategies, customers’ buying behaviour etc. 3. Develop business plan to promote/market the sale to targeted clients. 4. Develop new products, enhance and repackage existing products and always balancing both the product revenue and risk aspects of the equation at all times. 5. Develop and standardise Policies and Procedures. 6. Work with GTS Sales to obtain competitive information from customers / market with regard to product functionalities, capabilities and features of competitors’ product and services. 7. Identify product gaps & new opportunities and develop new products / programs. 8. Develop Marketing Collaterals & Training Materials 9. Responsible for NPA for all new products & services launched in the country

1.市場交易資料整理 2.其他主管交辦事項 3.策略資料分析證券商高級業務員

1.總體經濟市場量化研究與分析 2.研究開發資產配置模型與研究量化交易策略 3.使用特徵工程或數據科學方式建立統計模型與完善數據指標。

1.台股晨會解盤分析，每週1-2次錄製2-3分鐘影音 2.擔任分公司投資說明會講師，台股解析、提供投資方向和組合 3.陪訪重要客戶，回答分公司同仁和客戶台股投資相關問題 4.每三個月錄製5分鐘台股影音專題 5.其他配合公司所需的業務一般商業學類,會計學類證券商高級業務員,投信投顧業務員

凱基證券法人部， 主要提供專業投資機構法人(外資、投信、自營商、壽險、銀行....等證券投資單位)， 在台股上市櫃及興櫃公司研究領域上的法人活動服務，協助法人做到約訪上市櫃及興櫃公司、舉辦線上及電話連線會議、企業參訪、舉辦投資論壇及國內外考察團...等各項服務，並整合凱基投顧研究部研究團隊，深入了解公司核心競爭力及產業發展動態，進而協助法人尋找具投資價值的股票。 -開發曾任職於機構法人操盤或研究的個人或其投資公司證券帳戶 -開發上市櫃公司或其他一般法人證券帳戶 -法人關係維護與經營 - 舉辦上市櫃公司研調活動及約訪活動規畫 工作待遇: (固定或變動薪資因個人資歷或績效而異) 所需能力: 具業務特質及開發能力 善用基本面分析，發掘台股潛力股票的能力

1.依照目標規劃擬定財富產品銷售策略。 2.依總體經濟分析市場現狀提供產品銷售引導，協助於營業單位推動銀行各項行銷 專案，協助篩選客群，整合資源協助營業單位達成目標。 3.產品教育訓練提供業務人員產品訊息及銷售技巧 。 4.陪同理專客戶開發與產品銷售。

1. 盤勢分析。 2. 產業個股推薦。證券商高級業務員