What is this position about?

To manage Taiwan market cash equity/security lending and borrowing/futures business settlement process 

What would your typical day at BNPP Paribas look like? 

Primary Role Responsibilities

1. Handle day-to day activities in KYC/Trading support/AC opening /Security lending and borrowing/Futures process
2. Contact with local custodian banks for account process and settlement
3. Timely and quality completion of BAU and ad-hoc assignments
4. Accurately define problem and generate options

Other contributions

1. Direct contribution to BNP Paribas operational permanent control framework
2. Key team player is a MUST, required to be Pro-active and Collaborate within the team
3. Being effective to present and connect between Regional and local for information exchange, key message receipt & delivery
4. Understand Business requirements and need
5. Being autonomy and pro-active to propose solution and process improvement

What is required for you to succeed?

1. Fluent in English communication
2. Strong Excel/Word/PowerPoint PC skills with proven ability to work with multiple systems
3. Work Experience:3 years
4. Broker and Futures and SLAB licenses applicable

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

其他條件：
1. 一年以上金融保險相關經驗。 

2. 有保險公司或保管銀行或投信投顧相關金融經驗者尤佳。 

3. 具責任感且能即時反應問題。 

4. 擁有耐心及細心的個人特質。 

5. 具備良好的抗壓性，能化壓力為助力。 

6. 熟MS Office作業系統Word、Excel、PowerPoint。 

7. 中打40字/分鐘、英打30字/分鐘。

1. Analyzing and exploring data to extract meaningful insights.

2. Developing predictive models using supervised learning techniques, such as classification, regression, and forecasting. For example, predicting client intent by analyzing email content.

3. Building models to identify underlying patterns through unsupervised learning techniques, including clustering and dimensionality reduction; for instance, identifying client peer groups.

4. Maintaining a critical perspective and demonstrating the ability to challenge existing methodologies.

5. Assessing the needs of internal stakeholders to address operational and strategic requirements in complex data analysis projects.

6. Addressing business challenges by analyzing both internal and external data sources.

7. Establishing and refining data analysis models to ensure optimal performance.

8. Demonstrating a commitment to staying informed on developments.

9. Other ad-hoc supports request by manager. 

職務說明

負責資金規劃、運用及控管，確保資金安全並提升資金使用效率。

Responsible for the planning, utilization, and monitoring of funds to ensure their safety and enhance the efficiency of fund usage.

1. 每日資金調度及DMA交易對帳。

     Daily fund transfer and DMA trading reconciliation.

2. 一般帳戶及區隔資產帳戶之資金管理及相關報表提供。

     Fund management for general account and segregated account, and provide relevant reports.

3. 每日/月底銀行對帳單提供及彙總。

     Prepare and summarize daily/monthly statements. 

4. 系統需求測試及作業流程自動化。

     System testing and workflow automation.

5. 各項查核資料準備。

     Preparation of various audit materials.

6. 其他主管交辦事項。

     Other maters assigned by the supervisor.

人才條件

1. 工作態度積極主動、學習能力佳、反應快、做事敏捷及細心

 Proactive working attitude, good learning skill, quick response, agile and careful.

2. 擅長跨部門溝通與協調、重視團隊合作

Good at cross-department communication and coordination, pay attetion to teamwork.

 3. 5年(含)以上金融業財務相關，保險業財會經驗尤佳；或有在任何產業之資金調度、銀行往來相關經驗。

More than 5 years (inclusive) of financial related experience in the financial industry, preferably in insurance industry; or fund management, and bank relationship management experience in any industry.

1.策略規劃作業流程管理,協助管理階層進行策略規劃管理循環

2.內外部環境資料蒐集整理分析,搜尋及整理策略業務相關最佳實務或案例分享

3.製作公司策略計畫簡報文件暨相關補充資料

4.經營管理會議行政支持

5.負責公司策略經營關鍵指標(KPIs)管理作業

6.擔任內部綜合企劃相關業務聯絡窗口, 擔任區域管理辦公室(regional office)聯繫溝通協調窗口

7.其他主管交辦事項。

1.Support & manage corporate-level strategy planning processes

2.Support internal/external environment scan data gathering and analysis, data search for best practices or case study 

3.Develop strategy plan deck and/or supporting documentation

4.Account for administrative support for corporate-level managerial meetings

5.Account for company level strategic KPIs management

6.Liaison with local and regional key stakeholders

7. Other maters assigned by the supervisor.

1. 需具備5年以上本土人壽保險經驗

2. 需具備3年以上企業規劃、策略規劃、KPI管理或專案管理經驗

3. 擁有國際公司工作經驗者優先

4. 精通商業簡報製作

5. 精通企業KPI管理

1.    5+ yr Taiwan Life insurance background required

2.    3+ yr experiences in Corporate Planning, strategy planning, KPIs management, or project management

3.    Possess working experience in international companies preferred

4.    Expertise in business presentation deck development

5.    Expertise in corporate KPIs management

What is this position about?

Candidate has to perform his/her ambition to deliver the business result and bank’s target.  On top of technical skill, we would expect he/she to adhere group conduct and guideline with respect of highest quality. 

Primary Role Responsibilities

Strategic Direction & Business Development

• Develop and implement the overall investment advisory strategy in alignment with the organization’s goals.
• Assist to Identify new business opportunities and initiatives to increase assets under management (AUM) and revenue.
• Collaborate with product, research, and investment committees to ensure a robust and competitive product shelf.

Collaboration with Relationship Managers (RMs)

• Build and maintain strong partnerships with RMs to deliver integrated wealth management solutions.
• Establish frameworks and best practices for effective joint client coverage, including regular joint meetings, portfolio reviews, and solution presentations.
• Provide ongoing education and support to RMs on investment products, market trends, and portfolio strategies.

Client Advisory & Portfolio Oversight

• Oversee the delivery of holistic and tailored investment advice to clients, ensuring alignment with their objectives, risk tolerance, and regulatory requirements.
• Engage with key clients and prospects, especially in complex or high-value situations.
• Ensure consistent and high-quality portfolio management and reporting standards across the team.

Risk Management & Compliance

• Ensure all investment advisory activities comply with regulatory requirements, internal policies, and ethical standards.
• Oversee risk management processes and proactively address potential issues.
• Maintain high standards of documentation, suitability, and audit readiness.

Market Intelligence & Thought Leadership

• Stay abreast of global and local market developments, regulatory changes, and industry best practices.
• Represent the investment counselling function internally and externally, including at industry events, conferences, and with the media as appropriate.

What is required for you to succeed?

MANAGERIAL OBJECTIVE:

• Talent Development
• Design and implement on-going sales training activities ( collaboration with management team)
• Content alignment with APAC IS team (product knowledge development / continuous learning)
• Team management : Effectiveness and Efficiency
• Work closely with APAC IS team, identify at least one opportunity for cross team synergy
• Provide feedback team head on RM’s performance and improvement opportunity

職務說明：

1.參與並協助單位各項事務。

2.確保各項作業及提供服務的品質及正確性。

3.其他主管交辦事項。

人才條件：

1. 大三、大四或碩士在學學生

2. 可於暑期或學期間，配合每周實習 2~5天

3. 具英文能力者尤佳

4. 竭誠歡迎保險/統計數理/財務/精算/資訊相關科系同學申請

本學年實習計劃單位如下: Risk Management, POS, Customer Service-Call Center, Finance, Actuary, Insurance Consultant, Sales Training, Product Marketing

如有意願申請者，歡迎直接投遞並註明想申請的單位排序， 謝謝!

各單位實習內容也公布於公司104招募平台， 詳情可至以下網址查閱: https://www.104.com.tw/company/7e6hi08?jobsource=google

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

職務說明

負責資金規劃、運用及控管，確保資金安全並提升資金使用效率。

Responsible for the planning, utilization, and monitoring of funds to ensure their safety and enhance the efficiency of fund usage.

1. 每日資金調度及DMA交易對帳。

     Daily fund transfer and DMA trading reconciliation.

2. 一般帳戶及區隔資產帳戶之資金管理及相關報表提供。

     Fund management for general account and segregated account, and provide relevant reports.

3. 每日/月底銀行對帳單提供及彙總。

     Prepare and summarize daily/monthly statements. 

4. 系統需求測試及作業流程自動化。

     System testing and workflow automation.

5. 各項查核資料準備。

     Preparation of various audit materials.

6. 其他主管交辦事項。

     Other maters assigned by the supervisor.

人才條件

1. 工作態度積極主動、學習能力佳、反應快、做事敏捷及細心

 Proactive working attitude, good learning skill, quick response, agile and careful.

2. 擅長跨部門溝通與協調、重視團隊合作

Good at cross-department communication and coordination, pay attetion to teamwork.

 3. 5年(含)以上金融業財務相關，保險業財會經驗尤佳；或有在任何產業之資金調度、銀行往來相關經驗。

More than 5 years (inclusive) of financial related experience in the financial industry, preferably in insurance industry; or fund management, and bank relationship management experience in any industry.

Job content

Role Description and purpose

This role manages and oversees operational activities for our onshore discretionary investment management (DIM) Portfolios / funds in Taiwan. This includes coordination with both internal and external parties and any services from third party service providers to deliver fund services to our clients. In addition, this role also works closely with portfolio managers, dealers and trade support team to oversee order and trades settlement process for listed securities and derivatives products, monitor fund accounting activities, validate NAV & regulatory reports,

Role will also support operations activity in the region & act as a back up for the distribution business & COO activities for Taiwan.

key responsibilities

Key Internal / External Relationships