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.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

海外股市交易商業及管理學門證券商業務員

1.總體經濟分析與研究報告撰寫 2.產業分析與公司信用狀況研究 3.協助舉辦客戶教育訓練與晨會簡報，撰寫教育訓練內容文稿 4.開發新客戶，維護客戶關係 5.數位金融開發證券商高級業務員

1.基金商品之挑選與上架 2.基金商品之交易流程規劃 3.管理及維護國內外基金公司，執行相關產品推廣專案與活動 4.相關產品教育訓練及產品諮詢 5.追蹤與管理產品相關行政系統與報表作業 6.其他信託理財商品(複委託商品、結構型商品)之備援 7.熟悉SQL資料庫分析尤佳 ※本職缺歡迎身障人士主動投遞履歷應徵

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.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.根據理財客戶需求及風險接受狀況，建議適宜的理財商品，以滿足客戶的理財需求。 2.掌握金融市場與經濟資訊脈動，定期檢視客戶資產組合，適時推薦符合客戶需求之標的。 3.執行財管專案或行銷活動，以達成預定目標。 4.深耕客戶關係，提供客戶完善的金融商品與服務。 5.協助分行創造收益，除深耕客戶，並維繫客戶關係。人身保險業務員,投信投顧相關法規（含自律規範）,信託業業務人員信託業務專業測驗

1.根據理財客戶需求及風險接受狀況，建議適宜的理財商品，以滿足客戶的理財需求。 2.掌握金融市場與經濟資訊脈動，定期檢視客戶資產組合，適時推薦符合客戶需求之標的。 3.執行財管專案或行銷活動，以達成預定目標。 4.深耕客戶關係，提供客戶完善的金融商品與服務。 5.協助分行創造收益，除深耕客戶，並維繫客戶關係。人身保險業務員,投信投顧相關法規（含自律規範）,信託業業務人員信託業務專業測驗

1.根據理財客戶需求及風險接受狀況，建議適宜的理財商品，以滿足客戶的理財需求。 2.掌握金融市場與經濟資訊脈動，定期檢視客戶資產組合，適時推薦符合客戶需求之標的。 3.執行財管專案或行銷活動，以達成預定目標。 4.深耕客戶關係，提供客戶完善的金融商品與服務。 5.協助分行創造收益，除深耕客戶，並維繫客戶關係。人身保險業務員,投信投顧相關法規（含自律規範）,信託業業務人員信託業務專業測驗

1. 台、外幣債券附條件交易。 2. 台、外幣固定收益商品交易與部位管理。 3. 製作交易相關報表。 4. 國內、外金融市場研究與全球總體經濟資訊分析。 5. 協助處理其他主管交辦事項。 ※本職缺歡迎身障人士主動投遞履歷應徵財政學類,經濟學類

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.理財商品篩選、檢視與上架及維護。 2.金融市場分析研究與報告撰寫。 3.專案項目規劃執行、活動企劃推廣等。 4.商品諮詢服務及產品教育訓練。 5.協同財管主管對理專做績效輔導。信託業業務人員信託業務專業測驗,投信投顧相關法規（含自律規範）,結構型商品銷售人員,銀行內部控制與內部稽核測驗(一般金融)

工作內容: 1.開發客戶，銷售交易固定收益商品 2.接受培養交易室思維及規格 需求條件: 1.誠信正直 2.可不具備固定收益產品推廣經驗，但需具備熱忱與熱情、好奇心與主動學習的態度 3.積極主動，願接受挑戰達成團隊目標 4.有個人或公司客戶群基礎 工作經驗: 具備5年以上銀行業、證券業、保險業或其他金融業，有穩定客群之理財專員、理財顧問、金融營業員或理財規劃人員 薪資待遇: 1.面議(依人選個別條件敍薪) 2.具競爭力之固定薪資+優沃獎金證券商高級業務員

1.執行日常市場風險管理工作(金融商品評價、限額控管、管理報表製作、價格偏離檢查…) 2.市場風險相關會議報告製作/專案之參與 3.公文會辦 4.其它部門間市場風險相關控管工作之溝通與協調 5.上級主管各項交辦任務 ※本職缺歡迎身障人士主動投遞履歷應徵一般商業學類,財務金融學類

1.理專風險管控相關作業處理。 2.理財管理性報表製作、統計。 3.法令遵循及專案執行相關工作。 4.客戶服務及客戶申訴處理。 5.財管系統作業規劃。