• On‑shore Structured Deposit (SD) Project- On board new distributor to  end‑to‑end execution of Structured Deposit transactions 
• OSP Business Growth – Sustain and develop structured‑product sales plan that meets or exceeds annual OSP revenue targets.
• Serve as the main point of contact for existing OSP clients / explore new onshore SD clients; provide market updates, product education, and conduct trade execution and post‑trade support.  
• Conduct market intelligence, competitive analysis and client‑needs assessments to shape product positioning.

About BNP Paribas Group:

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

• BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

• BNP Paribas MixCity which fosters better representation of women at all levels of the organization

• Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

• BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

https://careers.apac.bnpparibas/

More information 

BNP Paribas – Diversity & Inclusion Journey ( https://www.youtube.com/watch?v=qZatNskr5aI)

BNP Paribas – The Bank Of Green Changes (https://www.youtube.com/watch?v=DCz5aEdkDiM)

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year

1.每月職護臨場員工面談安排。

2.辦理勞安訓練課程。

3.辦理SSM課程訓練。

4.ESG活動。

5.GKSP Control。

6.其他主管交辦事項。”

1.提供服務予來電查詢之客戶、準客戶、通路夥伴及業務夥伴。

2.電話線上解決來電者的問題及說明釋疑。

3.文字客服服務，堤供客戶諮詢服務

4. 週六及特定假日輪值服務

5. 其他主管交辦事項。

1.    覆核費用及帳務憑證，確保符合公司政策和法規

Review payment requests to ensure compliance with company policies and regulations

2.    費用分析及帳務處理、追蹤

Expense analysis and account processing, tracking

3.    會計事務規劃及協助專案執行

Accounting planning and project execution assistance

4.    會計相關報表及法定報表編製與管理

Accounting-related reconciliation/reports and statutory reports preparation and management

5.    處理營業稅、印花稅、各類所得扣繳等稅務申報事宜

File monthly and annual VAT,WHT, and 2NHI tax returns and reconciliation report preparation with full regulatory compliance 

6.    配合內外部稽核，提供查核資料

Support internal audit preparation and responsible for preparing audit work for CPA firm. 

7. 其他主管交辦事項

1.5-7 years of accounting-related work experience.

2. Familiarity with Excel/Word.

3. Responsible, with integrity and professional ethics.

4. Passionate and patient service.

1 Policy Administration Operations｜保單行政營運管理

2 Run-off Project Management｜Run-off專案管理

規劃並執行Run-off整體藍圖與時程（含里程碑）

協調跨部門（營運、財務、IT、人資、法務）推動專案

追蹤專案進度、風險與相依性，並定期向管理階層報告

3 Outsourcing & Transition Management｜委外與移轉管理

4 People & Change Management｜團隊與變革管理

5 Compliance & Risk Management｜法遵與風險控管

6 Process & System Transformation｜流程與系統轉型

What is this position about?

Marketing Associate is responsible for providing adequate support to Relationship Managers and Clients in handling day-to-day operation processes including but not limited to below responsibilities. The primary activities performed by this role are all to be done on premises.  

• Executions and pre/post transactions processing
• Client marketing support
• Change management support
• Relationship Manager Support in Client Relationship Management 
• Administrative support

Note: The above-mentioned duties can also be carried out in new ways of working model (Work-from-Home), subject to compliant to the Group’s Flexi Working Guideline. 

What would your typical day at BNPP Paribas look like? 

Primary Role Responsibilities

Execution and Transactions Processing

• Receive orders and instructions directly from clients.
• For certain product types, quote prices to clients.
• Ensure pre-trade due diligence checks.
• Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check.
• Capture executed deals in systems by cut-off time.
• Ensure accuracy of capture to avoid incidents and dealing errors.
• Train Marketing Associate (“MA”) to ensure that they have sufficient level of awareness of procedures and controls.

Client Marketing Support

• Appropriate understanding of client portfolio, background and investment needs.
• Coordinate and follow-up with invitees for marketing events organized by BNP Paribas (“the Bank”).
• Organize client meetings with RMs.
• Prepare documentations for client portfolio reviews and valuations.
• Assist RMs to prepare meeting and presentation materials.

Relationship Manager Support in Client Relationship Management

• Support Relationship Manager in preparing investment advisory related documents to clients, which is to be in line with Bank’s views on each class of assets and within client’s suitability profile.
• Assist Relationship Manager to meet bank’s target in terms of product placement (especially when there is a product promotion), new accounts (particularly for existing relationships) and loan utilization.

Change Management Support

• Provide feedback to relevant parties to meet front office needs.
• Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes.
• Back up other MAs

Administrative Support

• Answer clients’ phone calls in a professional manner.
• Take care of queries from internal/external parties. 
• Assist managers in completing/compiling call reports.
• Assist managers in account opening and onboarding process.
• Assist in processing credit approvals, Target KYC Profile review, credit review, investments, and deposit transactions.
• Assist RMs to prepare internal and external meetings materials.

Control Aspect

• Direct contribution to the Bank’s operational permanent control framework
• Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan 
• Comply with regulatory requirements.  
• Comply with internal guidelines.
• Responsible for escalating all incidents / complaints according to relevant policies.

What is required for you to succeed?

• Client-focused with good communication skills
• A team player with good initiative and team spirit
• Good report writing skills
• Familiar with Word Processing, Excel and PowerPoint
• Familiar with Wealth Management systems
• Relevant language skills

Required education/certification/licenses

• University degree
• Minimum 4 years’ relevant working experience in finance and banking industry
• Must fulfill the fit and proper criteria of relevant regulators, e.g license requirement.

Position Purpose

The Securities Settlement Specialist is responsible for processing the daily operations of trust activities. This checker role ensures that all trust operations are conducted efficiently, accurately, and in compliance with regulatory requirements. 

Responsibilities

• Securities Trade Settlement: Process the settlement of securities trades, ensuring accuracy and timeliness.
• Corporate Actions: Manage corporate actions such as dividends, stock splits, and mergers, ensuring all actions are processed correctly and in a timely manner.
• Securities Creation Process: Coordinate the creation of new securities, working closely with relevant departments to ensure all necessary steps are completed.
• Regulatory Reporting: Handle all aspects of regulatory reporting to ensure compliance with local regulations.
• Compliance and Risk Management: Ensure all trust operations comply with relevant laws, regulations, and internal policies. Identify and mitigate operational risks.
• Process Improvement: Identify opportunities for process improvements and implement changes to enhance operational efficiency and accuracy.

Technical & Behavioral Competencies

• Proactive, enthusiastic, and creative approach with high attention to detail.
• Highly collaborative and team-focused with ability to interact effectively with a wide range of individuals.
• Strong risk & control mindset.
• Competency with MS Suite. Advanced Excel skill will be valuable.

Experience and Qualifications required

• University degree holder, preferable with a major in Business / Finance.
• Product knowledge ideally of equity, mutual fund, foreign bond, and structured products.
• Trust license is a must
• Experience Level – At least 1 year

About BNP PARIBAS

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

•    BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

•    BNP Paribas MixCity which fosters better representation of women at all levels of the organization

•    Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

•    BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

https://careers.apac.bnpparibas/

More information 

BNP Paribas – Diversity & Inclusion Journey

BNP Paribas – The Bank Of Green Changes

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year

Position Purpose

The main purpose for KYC officer is to act favorably with respect to any client onboarding, file review or recertification which is including 

1. Generally, manage the KYC file
2. Monitors the file completion and the integrity of information.

Responsibilities

1. Conduct client on-boarding/re-certification KYC due diligence and ensure the completeness and quality of required documentations are in accordance with applicable policies and regulatory requirements. 
2. Continually provide feedback to counter parties on Police and Procedure as needed for the handling of client on-boarding/re-certification matters.
3. Manage client on-boarding/re-certification TAT or deadline are being met to ensure no overdue cases occurred. 
4. Work cooperatively with Risk/Legal/Compliance to evaluate the risks associated with new and existing client through KYC due diligence review to include recommendation of the risk mitigation action.
5. Ensure that any data input in the system is dealt with in a timely manner and in the correct and consistent format
6. Perform any other related duties as required or assigned. 

Technical & Behavioral Competencies

• Good knowledge and experience in WM KYC related field 
• Ensure the compliance with bank’s internal procedures and regulatory requirements
• Good coordinating ability and communication skill 
• Work independently 

Specific Qualifications (if required)

• Trust license is required
• At least 2 years related working experience
• Well knowledge of Taiwan regulation/guideline

Position Purpose

1. To advise the bank on risk appetite definition.
2. To report and alert bank management on the status of risks to which the bank is exposed.
3. To contribute to the development and growth of the risk culture within the Group.

Key Responsibilities

Credit Analysis and Structuring: Prepare comprehensive credit proposals in accordance with the Bank’s credit policies and procedures.

• Conduct thorough analysis of financial statements and assess credit requests, including: New, Amendments and Annual Review proposals.
• Perform credit risk analysis on counterparties and specific transactions, including assessment of repayment capacity.
• Develop financial models and analytical tools (e.g. cash flow projections) to support credit assessments.
• Provide clear, well-supported credit recommendations based on risk analysis.
• Present credit analysis, findings, and recommendations to the relevant credit committees, with particular focus on credit risks and repayment capacity.

Transaction & Portfolio Management

• Reconcile credit files and approvals, identify discrepancies or variances, and take appropriate follow-up actions.
• Initiate and coordinate with other business lines and functions (e.g. Fixed Income, Syndication, Project Finance, Portfolio Management) to obtain required concurrences in line with credit procedures.
• Support account strategy development in close collaboration with Relationship Managers (RMs).
• Engage regularly with business lines to clarify information requirements and agree on credit structuring and presentation strategies.
• Participate in client meetings or site visits jointly with Relationship Managers, when required, to enhance understanding of the credit context.
• Perform interim financial reviews and utilization reviews in accordance with approved conditions.

Account Monitoring & Risk Control

• Assist Relationship Managers in ongoing account monitoring activities.
• Promptly report any material deterioration in clients’ financial conditions or adverse news to Relationship Managers and Risk Officers.
• Monitor compliance with financial covenants and other undertakings on a regular basis and ensure timely input of results into relevant systems.
• Ensure strict compliance with regulatory requirements, internal policies, and risk management guidelines.

Credit Administration

• Perform administrative duties for credit files under management, including: 
• Preparation of authorization tickets, group positions, and credit summaries.
• Ensuring proper and timely filing in shared drives and internal systems.
• Coordinating with Relationship Managers to initiate credit file renewals ahead of maturity or designated review dates.
• Maintaining and updating work-in-progress tracking.

Ad-hoc & Project Support

• Support transversal projects or provide backup to other Credit Analysts as assigned by the Team Head.
• Prepare ad-hoc reports or updates requested by Regional Management or Head Office.
• Contribute actively to internal control, risk mitigation, and process improvement initiatives.

Coordination with Regional counterparties

• To coordinate with Regional Monitoring team to handling/follow up the trade level approval and limit/collateral management. 
• To coordinate with Regional Credit Admin team to handle credit documentation preparation and receipt. 
• To assist the control of the loan agreements and trade level documents and its deficiency.

Responsibility and contribution to control aspects, including: 

• Direct contribution to BNPP operational permanent control framework. 
• Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
• Comply with regulatory requirements and internal guidelines
• Contribute to the reporting of all incidents according to the Incident Management System

Competencies (Technical / Behavioural)

• High sense of responsibility & teamwork spirit.
• Strong credit analytical skills and comprehensive knowledge of the Taiwan market, its participants, and credit & trading products.
• Strong organizational and coordinating ability.
• Strong written and verbal communication skills to firmly and confidently express credit decision and opinions.
• Ability to react to stressful situations with professionalism while remaining calm.

Specific Qualifications Required

• Bachelor’s Degree in Business Administration, Accounting, Finance, Economics, or equivalent experience.
• Minimum of 10 years working experience in financial institutions with a minimum 3 years in a credit analysis and structuring role (credit trained).

About BNP PARIBAS

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

•    BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

•    BNP Paribas MixCity which fosters better representation of women at all levels of the organization

•    Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

•    BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

https://careers.apac.bnpparibas/

More information 

BNP Paribas – Diversity & Inclusion Journey 

BNP Paribas – The Bank Of Green Changes

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year

What is this position about?

IS product specialist is expected to function as product owner, providing service to external/internal clients.  The role is also responsible for providing adequate support to project, including but not limited to below responsibilities. 

Direct Responsibilities:

Handle orders and deals for investment products, include and not limited to cash equity, mutual fund, fixed income and structured products.

Product Specialist will handle execution of various investment products for WM. The role will maintain and perform inventory / data warehousing for WM. Product specialist will perform product life cycle management and produce relevant reports

Note: The above-mentioned duties can also be carried out in new ways of working model (Work-from-Home), subject to compliant to the Group’s Flexi Working Guideline. 

What would be your typical day at BNPP Paribas look like? 

Primary Role Responsibilities

• Front Office support

1. Handle orders and deals for investment products, include and not limited to cash equity, mutual fund, fixed income and structured products.
2. Respond to enquiry of product information, price quotation and order status. 
3. Prepare product marketing materials and review related product document.
4. Conduct WM portfolio analysis and provide advice for necessary action. 
5. Track product performance and follow up recommended products and propose investment solutions
6. Familiarized with external regulations and internal guidelines/procedures; ensure trades/products are done in accordance with internal rules and external regulations. 
7. Participate in system enhancement projects and suggest efficient business process.      

• Internal Support Function

1. Contribute to new product development initiatives as required
2. Provide internal training 
3. Maintain internal procedures, policies, and operational guidelines.
4. Maintain good lines of communication with regional wealth planning services.
5. Support RMs’ objectives regarding increase of AUM /NNC/ sales target by ensuring independent and objective advice to clients.

• Solicitation, explanation of product terms of products

1. Provides a high level of communication and customer service to sales professionals and their clients.

• Execution and Transactions Processing

1. Receive orders and instructions directly from RMs / MAs. (in some case may involve conf call with external clients)
2. For certain product types, quote prices to clients.
3. Ensure pre-trade due diligence checks.
4. Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check.
5. Capture executed deals in systems by cut-off time.
6. Ensure accuracy of capture to avoid incidents and dealing errors.

• Administrative Support

1. Answer clients’ phone calls in a professional manner.
2. Take care of queries from internal/external parties. 
3. Joint call with RMs on request
4. Assist managers in completing/compiling call reports.
5. Assist RMs to prepare internal and external meetings materials.

• Control Aspect

1. Direct contribution to the Bank’s operational permanent control framework
2. Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan 
3. Comply with regulatory requirements.  
4. Comply with internal guidelines.
5. Responsible for escalating all incidents / complaints according to relevant policies.

What is required for you to succeed?

• Client-focused with good communication skills
• In depth knowledge of legal and tax regulatory framework, local situations or international development
• Professional knowledge and experience in understanding product, client wealth circumstances, geographical dispersal, structures, and potential needs and plans.
• Mature personality, Inter-personal skills, sensitivity and communications skills for meeting with clients and prospects, particularly with key clients
• Integrity in safeguarding the Bank and in protecting client privacy and interest. 
• Capability to work under pressure, hard-working, patience, pleasant and good team spirit

Required education/certification/licenses

1. University degree or higher, preferably in, finance, or a related field.
2. 10 years of relevant working experience in transactional product finance and banking industry
3. Must fulfill the fit and proper criteria of relevant regulators, e.g license requirement.

REGULATORY REQUIREMENTS:

• Basic Test on Financial Markets and Professional Ethics
• Qualification of Trust enterprise associated persons: proficiency test for trust operations personnel or equivalent (e.g. having passed the examination for associated persons of securities investment trust and consulting enterprises given by an organization commissioned by the Securities Investment Trust and Consulting Association, and having passed the examination on trust laws and regulations given by the Trust Association or a financial training institution recognized by it).
• Qualification of sale of offshore funds, i.e. the qualifications set out in the Rules Governing Responsible Persons and Associated Persons of Securities Investment Trust and Consulting Enterprises.