Job Description :
1. Train cooperative channel sales skills, provide product ideas/structures/projects, etc.
2. Assist in the sales and administrative processes of cooperative channels.
3. Provide a strategic cooperation model to effectively operate the channel/salesman.
4. Achieve the company’s business-related project tasks and performance.
5. It is necessary to cooperate with the regular holiday rotation and domestic and foreign travel needs.
6. Other tasks assigned by the supervisor.
Requirement :
1. More than 3 years of life insurance business coaching or personal sales experience.
2. Able to independently hold medium-sized product briefings and training.
3. In-depth understanding of insurance products and markets.
4. Dedicated, proactive, and strong interpersonal communication skills.
5. Fluent in Mandarin and Taiwanese, with basic reading and writing communication skills in English.
6. It is preferable to pass professional certification tests such as insurance, trust, financial planning, etc….Less
1. 負責行政及跨部門專案之規劃、推動與進度管理。
2. 擔任與主管機關、regional及Home office之聯繫窗口並提供相關協助。
3. 追蹤專案與執行進度，並建立KPI監控平台，定期向管理階層報告。
4. 協助準備管理報告、專案簡報與相關決策資料。
5. 協調行政單位公平待客原則之推動與執行。
6. 主管交辦事項。
Job content
Role Description and purpose
Act as the Portfolio Manager of Discretionary Managed Accounts (DMA) with dedication in equity portfolio management, the Portfolio Manager shall be equipped with domestic equity products including both direct and indirect lines and own research capability with the leverage of group’s internal resources. Assist the Head of DIM (Discretionary Investment Management), Taiwan to drive the business – analyzing client’s request and conducting research for the insurance clients, to make optimal target-oriented investment decision and to achieve client satisfaction. Responsible for the day to day portfolio management based on the team’s investment views and client’s specific objectives and constraints. The PM will also work closely with the Asian and EM equities team including sharing of investment ideas, analysis at stock level, sector reviews, key themes and risks. The PM will also work with Front Office Risk management team based in HK led by the Head of Investment Office, Asia Pacific.
key responsibilities
- Meet or exceed the investment objectives of assigned portfolios.
- Continuously monitor the dynamics of the Taiwan stock market and being capable of stock picking based on fundamental, technical and behavioral analysis.
- Maintain internal stock pool/ ESG status with written reports under the coverage.
- Co-work with Taiwan portfolio managers and support Team Heads in overseeing investment process, constructing the portfolio and achieve the optimal asset allocation.
- Ensure that portfolios are managed in accordance with the internal investment process & guidelines.
- Address client inquiries and meet their needs to enhance client satisfaction and trust.
- Quickly respond and adapt to market events, adjust investment strategies & positions to reduce risks and losses.
- Communicate group’s market views, asset class preferences and portfolio positioning as an effort to provide market outlook and portfolios updates to clients in Taiwan.
- Initiate and share investment ideas to both Taiwan and Regional Investment Teams.
- Collaborate with Sales team to expand the business by winning the mandates.
- Always in compliant with compliance and laws applied to the industry and maintain the highest standard of integrity.
Key Internal / External Relationships
- Internal: Investment, Investment Compliance, Operation, FOBS, Client Service, Portfolio Coordination, Portfolio Processing & Support, Operational Engineering etc.
- External: Clients
Role Requirements
Essential qualifications & experience
- Typically requires a bachelor’s or master’s degree in finance, economics, accounting, business administration, or related fields. An MBA or a master’s degree in finance would be more competitive. Holding relevant financial certifications to demonstrate professional capability would be a plus.
- 10 years of relevant experience in equity investment, with an in-depth understanding of the Taiwan stock market’s operations, regulatory environment, industry trends, and market dynamics.
- Sophisticated experience in managing Taiwan equity portfolio/ mandate with track record
- Excellent written and verbal communication skill in Chinese and English.
- Desire to work in a team-oriented environment
- Qualification exam for Securities Investment Analyst or Senior Securities Specialist or Securities Investment Trust and Consulting Professionals
ICS regulatory reporting
•Lead and conduct ICS report
•Ensure accuracy, timeliness and compliance
•Analyze the solvency and capital results
Local AA and IFRS reports support
•Conduct 15 years IFRS/ICS projection
•Support other AA tasks and peer review
•Support IFRS 15/17 projects and monthly deliverables
Operational Risk Control and Assessment
•Serve as operational risk controller
•Ensure compliance with local and group risk framework
1. 6 years above of experience in life insurance industry.
2. 5 years of actuarial related experiences
3. Good actuarial exam progress towards ASA/FSA
1. 及時報價利潤測試和審批處理。
2. 及時開發和備案文件，準備新產品（包括起草和協調產品規定工作），以支援產品上市。
3. 及時重新定價和填寫文件，準備現有產品（包括起草和協調產品條款工作）。
4. 銷售和系統/IT支援。
5. 其他主管交辦事項。
1. Timely Quotation profit testing and approval processing.
2. Timely development and filing documents preparation of new products (including drafting and coordination of product provisions works) to support product launch.
3. Timely repricing and filing documents preparation of Existing products (including drafting and coordination of product provisions works).
4. Sales & System/IT Supports.
5. Other maters assigned by the supervisor.”
人才條件
精算相關工作5年以上(有商品精算經驗尤佳)
Minimum 5 years of experience in actuarial work (experience in product actuarial science is a plus)
Overview
BNP Paribas is one of the largest European banks with ~178,000 employees present in 65 territories including Taiwan.
BNPP Taipei branch was set up in 1981 and is running both CIB (Corporate and Institutional Banking) and WM (Wealth Management) businesses. BNPP Taiwan branches has about 250 employees in Taipei, Taichung and Kaohsiung.
The CIB business includes Global Banking and Global Markets. The Global Banking Operations team supports operationally our Global Banking business (across Loans, Trade Services, Cash Management) via these 2 teams:
- Cash Management Operations
- Trade Services & Loan Operations.
- The Cash Management Operations specializes in the processing and regulatory reporting of FCY and TWD remittances, in line with Financial Security policies, applicable FSC/CBC regulations, Clients’ requirements, ALM Treasury requirements etc.
- This team works closely with Business (Cash Management business head, corporate coverage), ALM Treasury, other operations teams and IT. The Taiwan team is a team of 6, supported by regional teams (Singapore, India).
We are now looking for a dynamic and eager to learn New Joiner.
Payment & Cash Management Operation mandates
- To be responsible for supervising first level checking on daily process on inward, outward remittance , Cheque and Time deposit transactions to comply with regulatory requirement.
- To check daily FX position , daily CBC report and monthly regulatory reports.
- Perform control and monitoring through various reports for payment , maturity , settlement , interest and follow up irregular transactions and pending issues.
- To coordinate with Nearshoring centre India for any query and new UAT testing.
- Act as focal contact point for different TW Payment and Cash requests, being contributor for KPI or statistics to other departments and local authorities.
- Ad hoc projects assigned.
- Support other team members during rush hours or during their absence.
- To accept new assignment: any new task assigned by department head.
Regulatory Reporting Governance (“RR”)
- Accountable for RR governance on Payment & Cash Management Operations (including creation/update of Business Requirement Document, & maintenance of dashboard)
- Assist Team Lead to prepare periodical RR management reporting
Permanent Control
- 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 and internal guidelines .
- Minimizing operational failure, including but not exclusively, the risk of fraud, by helping to devise, and by implementing, sufficient regular controls.
- Ensuring appropriate escalation to management and/or Permanent Control (or Compliance as appropriate) as soon as an issue is identified
- Operations are an integral part of the control framework including for AML/FS topics. In that respect, in performing your role you are expected to ensure adherence to AML/FS‐related Group Policies and execution of associated operational controls, and to promptly escalate any resulting hit for analysis and decision.
Experience required
- At least 8 years’ experience in Global Banking Operations including Cash Management Operations.
- Chinese native speaker with good command in English
- Capability to work independently and under time pressure
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
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?
- Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis.
- Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time.
What would your typical day at BNPP Paribas look like?
Direct Responsibilities
- Meet annual goals / budgets set by manager for self
- Develop existing and new relationships
- Adhere to client coverage framework to involve line management in regular client engagement
- Execute pricing discipline as per minimum pricing guidelines
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
- Cultivate and manage relationships with other areas of the Bank to promote cross-selling
- Ensure product documentation including credit facilities is at all times correct and appropriate
- Maintain good level of knowledge of the Bank’s systems and regulatory environment
Contributing Responsibilities
- Financial Security – Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list attached hereat.
- 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 and internal guidelines
– Responsible for ensuring direct reports comply with regulatory requirements and internal guidelines
– Responsible for reporting all incidents according to the Incident Management System
What is required for you to succeed?
- Minimum Requirements
- University degree
- Relevant banking experience
- Experience Level (in Years) : 10
- Must fulfill the fit and proper criteria of relevant regulators
- Relevant language skills
Required education/certification/licenses
- University degree
- Relevant banking experience
- Must fulfill the fit and proper criteria of relevant regulators
- Relevant language skills
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?
- Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis.
- Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time.
What would your typical day at BNPP Paribas look like?
Direct Responsibilities
- Meet annual goals / budgets set by manager for self
- Develop existing and new relationships
- Adhere to client coverage framework to involve line management in regular client engagement
- Execute pricing discipline as per minimum pricing guidelines
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
- Cultivate and manage relationships with other areas of the Bank to promote cross-selling
- Ensure product documentation including credit facilities is at all times correct and appropriate
- Maintain good level of knowledge of the Bank’s systems and regulatory environment
Contributing Responsibilities
- Financial Security – Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list attached hereat.
- 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 and internal guidelines
– Responsible for ensuring direct reports comply with regulatory requirements and internal guidelines
– Responsible for reporting all incidents according to the Incident Management System
What is required for you to succeed?
- Minimum Requirements
- University degree
- Relevant banking experience
- Experience Level (in Years) : 10
- Must fulfill the fit and proper criteria of relevant regulators
- Relevant language skills
Required education/certification/licenses
- University degree
- Relevant banking experience
- Must fulfill the fit and proper criteria of relevant regulators
- Relevant language skills
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?
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.
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?
- Provide comprehensive asset inheritance and succession planning solutions to clients, ensuring compliance with all relevant legal and tax regulations.
- Demonstrated professional knowledge of asset inheritance, estate planning, trust, wills and related tax and legal considerations.
- Adhere group conduct and guideline with respect of highest quality.
Primary Role Responsibilities
Family Office Services
- Conduct a comprehensive valuation and analysis of clients’ current assets.
- Monitor regulatory changes and assess impacts on wealth transfer strategies.
- Design and discuss succession solutions (e.g., trusts, insurance products, closed end companies, family charters, wills, etc.).
- Meet with clients /prospects accompanied by RMs in developing relationships and find business opportunities.
- Per client’s request, list of external parties (lawyer or accountant) can be provided to him/her with no intention for recommendation or intermediation.
Internal Support Functions
- Contribute to new product development initiatives as required.
- Continuously monitor tax and regulatory developments and communicate updates to the WM teams.
- Provide internal training on wealth planning topics.
- Support business activities in Kaohsiung Financial Zone.
- Maintain internal procedures, policies, and operational guidelines.
- Maintain good lines of communication with regional wealth planning services.
- Support RMs’ objectives regarding increase of AUM /NNC/ sales target by ensuring independent and objective advice to clients.
Risk Management & Compliance
- Ensure all advisory activities comply with regulatory requirements, internal policies, and ethical standards.
- Maintain high standards of documentation, suitability, and audit readiness.
- Ensure all wealth planning advice is compliant with Group Policies, local regulations and internal procedures.
- Ensure all formalities and documentation is completed, checks are conducted to comply with requirements.
- Always Ensure Wealth Planning advice independent and objective vis-à-vis the business
What is required for you to succeed?
- In depth knowledge of legal and tax regulatory framework, local situations or international development
- Professional knowledge and experience in understanding client family 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
- At least 10 years of relevant experience working in a law firm.
- Possession of a lawyer’s license or a CFP certification.
- Bachelor’s degree or higher, preferably in law, accounting, finance, or a related field.