03 / 12
1. 投資後管理 • 定期追蹤被投資公司營運表現、分析投資組合績效 • 協助投資組合與公司內部資源對接,強化策略合作效益 • 適時建議調整投資或出場策略 2. 市場調查與投資機會發掘 • 進行市場調研與產業趨勢分析,挖掘具備成長潛力或策略目的之投資標的 • 協助維繫外部投資生態圈網路 3. 協助投資案件執行 • 協助團隊進行投資評估、盡職調查與其他相關交易細節 • 確保案件執行符合公司策略目標與內外部規範 4. 資訊管理及行政作業 • 執行投資活動、展會、研討會等活動資訊整理,以及部門內部資訊維護 • 協助部門行政作業
03 / 11
【團隊定位】 1.協助全行 AI 整體發展規劃,包括 AI 中台(統一資料、模型管理與服務治理)、AI Server Pool(高性能算力資源調度)以及 AI 治理框架(合規、風險與倫理審查)。 2.結合創新與技術的前沿部門,專注於為遠銀內部提供 AI 人機協作解決方案。 3.鼓勵跨功能共享、創意實驗,並可參與「從 0 到 1」的 AI 專案落地。 4.採用彈性混合辦公模式,兼顧生活與工作。 【職責內容】 ✅ 需求挖掘與業務對接:主導跨部門訪談,識別 AI 應用痛點與商業價值。 ✅ AI 工具運用:熟練使用 Canva、NotebookLM、n8n、Agent Builder 等 AI 工具,快速搭建可商用解決方案。 ✅ 專案規劃與執行:制定 AI 專案路線圖、資源配置與時程表,確保按期交付。 ✅ AI 治理與合規:擬定內部 AI 使用政策,監控風險、模型表現及合規性。 ✅ 外部合作媒合:根據需求選擇第三方 AI 供應商,協調技術、商務與法規條件。 ✅ 效能追蹤與報告:建立 KPI/ROI 評估機制,定期向高層匯報 AI 專案效益。 【加入我們,你將收穫】 ⭐ 從零到一的 AI 專案實戰機會,親手將創意落地。 ⭐ 跨功能分享:與業務、資訊安全、法規合規等多部門協作,擴展視野。 ⭐ 彈性工作模式:混合辦公,兼顧專業發展與生活品質。 ⭐ 成長資源:內外部技術培訓,持續提升專業能力。
03 / 11
1.監督/覆核/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/專案之參與/呈報/決策 3.其它部門間市場風險相關控管工作之溝通與協調 4.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
03 / 11
1. 年度交易目標達成 2. 交易策略開發與研究 3. 可自營交易項目 : 新台幣IRS、CCS、台幣公債、美德日債期貨、外匯現貨等 4. 晨會及周會報告 5. 每日報表製作
03 / 10
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
03 / 10
(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)
03 / 10
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
03 / 09
1.市場風險管理制度、規章之制修訂 2.金融商品的風險辨識與對應管控措施的規劃設計 3.針對風險議題提出建議方案 4.規劃與執行市場風險壓力測試 5.市場風險資本計提(FRTB)之計算
03 / 09
1.提供高資產客戶市場分析、投資策略、保險規劃等專業諮詢服務。 2.理專銷售諮詢與支援。 3.支援行內相關訓練及行銷活動。 ※請至中信官方招募網站投遞履歷: https://ctbcholding.wd3.myworkdayjobs.com/zh-TW/External/job/-FP_JR5883
