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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
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1.主管交辦策略相關專案規劃與執行。 2.市場策略與投資策略建議並提供落地執略報告。 3.擔任晨會連線及客說會講師。 4.商品投後管理策略、長中短期商品推動策略和相關執行計畫擬定。 5.新進理專股匯債保險商品之基本訓練教材製作與授課 。 6.負責專案規劃、推動及管理 。
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1.負責國內企業授信風險相關審查作業,並撰寫風險評估報告。 2.覆審案件,並出具覆審評估報告。 3.其它交辦事項。 審查的一天 https://www.hr5871.chailease.com.tw/creditanalyst.html
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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
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(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)
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(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)
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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。
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1.受託機構法人與一般投資人海外股票、債券與境外結構型商品等商品委託。 2.與客戶及交易上手業務之聯繫。 3.協助交易系統規劃與測試。 4.其他主管交辦事項。
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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
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1.國內外總經、產業與投資標的研究分析。 2.掌握國際市場趨勢與關鍵議題,制定投資策略。 3.撰寫並解說總經及產業投資研究報告及資料。 4.個別公司基本面、技術面及籌碼面分析。 5.產業趨勢、政策面或金融專題研究與分析。 6.投資交易策略擬定及建議。 7.撰寫個股、產業及投資研究報告。 8.投資、商品風險控管相關會議資料準備 ,例行作業製作(日報、周報、月報)。
