職務說明：

1. 依據使用者作業流程，辨識/了解/分析各系統的使用者需要，並依保單行政及數位應用業務等系統之關連性提供適當且可持續改善的解決方案，以確保相關系統之改善符合可接受的品質/時程/成本。 

2. 處理保單行政及數位應用等系統的各項業務分析作業。 

3. 了解實務作業流程及運用各項工具，確保各業務單位的需求, 且需求分析內容需具備結構化及模組化，以使IT設計解決方案的能夠滿足業務需求． 

4. 分析各業務單位所擬定的需求, 並考慮到所涉及的相關潛在效益，確認其關連性，提出嚴謹結構化文件並得到相關使用者部門的同意。

5. 有財會系統流程規劃經驗 尤佳.

6. 其他主管交辦事項。

其他條件：

1. 3~5年人壽保險行業系統實施/運營經驗。

2. 5年多核保險和數位化應用高階BA經驗尤佳

3. 熟悉Microsoft系統（Word、Excel、PowerPoint、Visio）、Use Case（UML工具）

4. 優秀的書面檔案和口語表達能力。

5. 優秀的人際交往能力。業務夥伴關係導向。

6. 證照：LOMA 280和290

1. 執行內控憑證抽樣及驗證(2LoD Check and Challenge)

2. 編製各項內稽/內控報表

3. 集團報表分析及上傳, feedback follow up

4. 內控時程規劃及風險評估作業

5. 會計內控會議召開及彙整

6. 其他ad -hoc requests

7. 其他主管交辦事項

1. An independent second level of defense according Group internal control framework. 

2. Ensure FIN activities compliance with the group internal control system and accounting standard, and related controls are implemented and adequately performed. 

3. Prepare control exeucution planning and evaluate risks associate to each control

會計師事務所及同業工作經驗5年以上尤佳

工作細心並負責

工作態度主動積極

Over 5 years of experience in accounting firms or related industries is especially preferred

Careful and responsible at work

Proactive and positive work attitude

負責管理保單相關的會計作業與團隊管理，確保單相關帳務處理正確、符合監理規範。
 負責一般及保單類付款作業程序及管理，以確保公司能如期及正確的完成付款作業。
 1. 台/外幣一般及保單類付款（含配息、退費、退匯&結帳…）相關作業。
 2. 每日/月底銀行對帳單及銀行餘額表編製及Python checking report核對。
 3. 零用金發放、撥補、銀行代碼更新及SPAM刪除。
 4. 系統測試及作業流程自動化。
 5. 各項查核資料準備。
 6. 其他主管交辦事項。Responsible for the general and policy payment procedures and management to ensure that the company can complete the payment operation on time and correctly.
 1. Taiwanese/foreign currency general and policy payments (including interest distribution, refund, foreign exchange refund & settlement…) related jobs.
 2. Daily/month-end bank statement and bank balance table preparation and Python checking report reconciliation.
 3. Petty cash disbursement, disbursement, bank code update and SPAM deletion.
 4. System testing and workflow automation.
 5. Preparation of various audit materials.
 6. Other maters assigned by the supervisor.

1. 工作態度積極主動、學習能力佳、反應快、做事敏捷及細心

2. 擅長跨部門溝通與協調、重視團隊合作

3. 2~3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、付款、銀行往來相關經驗。

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

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

3. More than 2~3 years (inclusive) of financial related experience in the financial industry, preferably in insurance industry; or fund management, payment processing, bank relationship management experience in any industry.

JD:

1. Complete service cooperation, provide product spirit/structure/project and other sales skills for education.

 2. Assist in cooperative sales and administrative work processes.

 3. Provide strategic cooperation models to effectively manage difficult/business personnel.

 4. Complete company business-related project tasks and performance.

 5. Need to cooperate with regular rest rotation and three-day travel needs.

 6. Other matters assigned by the supervisor.

 Talent conditions:

 1. More than 3 years of life insurance business counseling or personal sales experience.

 2. Able to independently hold small and medium-sized product briefings and education and training.

 3. Have a deep understanding of insurance products and markets.

 4. Dedicated attitude, proactive and positive, strong interpersonal communication skills.

 5. Fluent in Mandarin and basic reading and writing skills in English.

 6. Professional evidence testing through insurance, trust, financial planning, etc. is preferred.

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

Job content

Role Description and purpose

This role manages and overseas 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 

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.
•  REGULATORY REQUIREMENTS:
  MA needs to be qualified of the following criteria: 
  1. Basic Test on Financial Markets and Professional Ethics
  2. 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).
  3. Qualification of recommending financial derivatives: having passed the examination financial derivatives sales personnel, structured product sales personnel, or meets the qualification of bank’s operations and relevant managing personnel handling financial derivatives business list below:
      a. Having attended at least 60 hours of courses offered by domestic financial training institutes on financial derivatives or risk management and obtain certificates of completion; therefore, the courses must cover theories and practices, relevant regulations, accounting treatment, and risk management of financial derivatives.
      b. Having had at least one year of practical training relating to financial derivatives at a domestic or foreign financial institution.
      c. Having at least six months of practical experience in financial derivatives business at a domestic or foreign financial institution.
  4. 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.

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

2026 APAC Graduate Programme – Global Markets, Macro- Corporate Sales 

Our two-year graduate programme is designed to provide you with first class training and immediate responsibility, it gives you the support and development you need to start a successful career in financial services.

For:

Final year students or recent graduates with a bachelor’s or master’s degree in any disciplines from a recognized university

Start date:

January, April or July 2026 

Location:

Taiwan

Application open:

27 November 2025 

Application close:

28 December 2025

We encourage you to apply for your program of choice as soon as possible, as we recruit on a rolling basis and may close applications before the advertised date, if all vacancies are filled.

Who can apply?

To be considered for the placement, you will:

• Apply as a recent graduate, final year undergraduate, or master’s student in any discipline; 
• Possess GPA of 3.3 out of 4.0 or above (or equivalent) in any discipline; 
• Have to be fluent in spoken and written English (additional languages are an advantage); and 
• Demonstrate methodical, logical, solution-driven thinking, with commercial awareness and a keen interest in latest finance topics as well as market trends. 

Candidates with more than one application will not be processed – You are encouraged to review the different business lines and working locations before applying.

What you can expect

Induction

You will be provided with a comprehensive induction, where you will be immersed in group training and discover more about the BNP Paribas Group.

Training

From day one, you will start your business specific technical and financial training, alongside personal skills development aimed at equipping you with the knowledge you need to get you the best possible start in your career. Working alongside our teams of industry leading specialists, you will gain on-the-job training throughout your two-year programme taking you along a development path to build your expertise and broaden your base of skills. You will also have the chance to experience other parts of the business through cross-entity projects, which will help you understand how we approach complex work and give you the chance to develop a strong internal network.

Mentor & Buddy

Throughout the programme, you will be mentored by experienced managers and team members, as well as pairing with a buddy from our early career cohorts who will make sure you are getting everything you need to grow.

What you will do

• Support senior relationship managers in sourcing, pitching, and executing corporate sales solutions across a range of macro‑linked products (e.g., FX, rates, commodity hedges).
• Conduct market and client‑specific research to prepare briefing materials, pricing analyses, and transaction proposals aligned with clients’ exposure management objectives.
• Assist in the preparation and delivery of presentations, client meetings, and follow‑up documentation while ensuring compliance with internal policies and local regulations.
• Monitor daily market developments, news flow, and macro‑economic indicators to identify sales opportunities and provide timely updates to the sales team.
• Maintain and update the CRM system, track pipeline activity, and generate regular performance and risk‑reporting metrics for senior management.
• Collaborate with cross‑functional teams (trading, research, operations, credit) to ensure seamless trade execution and post‑trade service for corporate clients in Taiwan.
• Perform industry and company analysis : Leverage Bloomberg, Refinitiv, website…etc. to research sectors and target firms, and generate a qualified pipeline of MNC prospects.
• Client onboarding & tracker management: Liaise with regional team and coverage team to keep MNC New‑Client Tracker updated, flagging and reporting any outstanding items to ensure a smooth, end‑to‑end onboarding process.
• Market‑watch briefing : Deliver a concise overnight and daily market update each morning, highlighting key economic releases, movements on rates, and relevant news for the entire Corp team.
• Liaise with the Settlement Team, coverage team, proactively resolving issues for daily operations/ settlements and timely resolution of any exceptions. 

Who we are

Worldwide – BNP Paribas worldwide

APAC – BNP Paribas in Asia Pacific – BNP Paribas Asia Pacific

  

In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 20,000 employees* and a presence in 13 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs. It offers a wide range of financial services covering corporate & institutional banking, wealth management, asset management, insurance, as well as retail banking and consumer financing through strategic partnerships.

Worldwide, BNP Paribas has a presence in 64 markets with more than 178,000 employees. It has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. Asia Pacific is a key strategic region for BNP Paribas and it continues to develop its franchise in the region.  

* excluding partnerships

BNP Paribas offers you an exciting career in an international business environment that is fast-paced, diverse and focuses on creating high-value relationships with our clients. We offer competitive salary and benefits, as well as a working environment where you’re valued as part of the team.

[1] https://careers.apac.bnpparibas/