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

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。

職務說明:

  1. 服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。

  2. 協助合作通路銷售及行政作業流程。

  3. 提供策略性合作模式，能有效地經營通路/業務員。

  4. 達成公司業務相關專案任務與績效。

  5. 需配合例休輪調及國內外差旅需求。

  6. 其他主管交辦事項。

  人才條件:

  1. 3年以上壽險業務輔導或個人銷售經驗。

  2. 能獨立舉辦中小型商品說明會及教育訓練。

  3. 對保險商品及市場有深入了解。

  4. 態度敬業、主動積極、人際溝通能力強。

  5. 國台語流利、英文有基本讀寫溝通能力。

  6. 通過保險、信託、理財規劃等專業證照測驗尤佳。

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. 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

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 180,000 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.

https://careers.apac.bnpparibas/

2027 APAC Graduate Programme – Wealth Management, Investment Advisory – Taiwan

Our two-year graduate programme has been designed to give you the support and development you need to start a successful career in financial services. You can join us in one of several business areas or support functions, and take on real responsibility from day one. Depending on your qualifications and experience, you can apply to join us as either an analyst or an associate.  

For:                 Final year students or recent graduates with a Bachelor’s or Master’s degree in any disciplines from a recognized university
Duration:         24 months 

Start date:       July 2027
Location:         Taiwan 

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

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 disciplines
• 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. 

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

Then 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. On-the-job training will be delivered throughout your two-year programme, taking you along a tailored 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 previous cohorts who will make sure you are getting everything you need to grow.

What you will do?

WM APAC Investment Services (IS) team assesses market opportunities and creates investment strategies and research, products & services to meet clients’ portfolio needs. This pathway is a dedicated 3-year program within IS offering a potential role as a multi-asset class Investment Counsellor/Advisor.

Your responsibilities may include, but are not limited to, the following tasks:

Technical & Behavioral Competencies

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 180,000 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.

https://careers.apac.bnpparibas/

2027 APAC Graduate Programme – Wealth Management, Front Office Track – Taiwan

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
Duration:      24 months 

Start date:    July 2027
Location:      Taiwan   

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

Who can apply?
 To be considered for the placement, you will:

• 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. 

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.

BNP Paribas Wealth Management (“WM”) is a leading private bank in Asia with operations in Hong Kong, Singapore, Taiwan, China and India. For 150 years, BNP Paribas Wealth Management has been committed to protecting clients’ wealth, developing it, and eventually help clients pass it on to their loved ones. We deliver tailor-made experience, with attention to detail and expertise from local knowledge to the global know-how that we access from the Group. Our goal is to create a new wealth management experience fit for a world where digital interactions have come to enhance human ones.

Being one of the largest international banking networks, we strive to employ talented and innovative people who are aligned to our vision and culture. The APAC Graduate Programme is a comprehensive 24 month programme designed to equip graduates with the technical skills and individual competencies to embark upon a successful career within the BNP Paribas Group. This opportunity includes a formal mentoring program, graduate community initiatives, relevant technical training and on- the- job learning from our senior managers and highly experienced team members. 

This position is designed to develop Graduates with the aptitude, ambition and skills to develop into a Relationship Manager. It is expected that on this 24-month programme the graduate will acquire knowledge/understanding of both WM Credit Management as well as WM Investment products and services. The graduate will also gain exposure to WM markets, and be mentored and career managed by a wealth management Team Head. Upon graduation, successful graduates will be invited to join a WM market for further development towards private banking.

What you will do?

The graduate is expected to develop an overall skills set required to successfully contribute to the WM business in both the WM Credit Management team as well as WM Investment services team.

WM APAC Credit Management team is a lending specialist team within WM Credit that focuses on credit transactions granted to BNP Paribas WM clients. The team has a mandate to grow the loan book while managing credit and compliance risks of the portfolio. 

As a Junior Credit Analyst, you will support the Head of Credit Analysis team to achieve the team mandate; key responsibilities cover but are not limited to the following: 

• Liaising with relationship managers and Credit Analysts to draft credit proposals and perform credit / market risk analysis for credit lines made available to existing and new clients;
• Performing due diligence, researching and documenting credit transactions;
• Working closely with relationship managers, legal and credit adminintration teams on post approval process to ensure smooth execution of the transactions;
• Assisting with various projects aiming at improving client experience (internal and external) and ensuring the quality of reporting and/or compliance with regulatory requirements;
• Monitoring of the portfolio in terms of risk and revenues;
• Performing quantitative and qualitative analysis of securities and/or of client’s portfolio.

WM APAC Investment Services team assesses market opportunities and creates investment strategy and research, products & services to meet clients’ portfolio needs.

As an Investments Services Analyst, you will acquire knowledge/understanding of Investment Products and Services and develop the overall skills set required to successfully contribute to the Wealth Management business. Your responsibilities may include, but is not limited to, the following tasks: 

• Work closely with senior product specialists to develop solutions and communication plans for relationship managers and their clients;
• Analyze current processes and generate solutions to improve business performance;
• Meet with investment managers to evaluate market opportunities and products;

The graduate will also gain exposure to WM markets to; 

• 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 management and in line with the professional ethics and guidelines established by BNP Paribas (“the Bank”) from time to time.

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

Contribution responsibilities:

Financial Security

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

Technical & Behavioral Competencies

• Ability to identify patterns and attention to detail
• Proven abilities in data processing and analysis
• Clear expression and structured thinking
• Intellectual curiosity, adaptability, good listening skills and keen team worker
• Excellent organization skills, highly organized to handle multiple tasks
• Proficiency in Microsoft office (MS Word, Excel & PowerPoint)

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.

Position Overview: 

1.    Management of PAR funds as well as General Fund assets (AuM in excess of NTD 25 billion / 750 M€ and rapidly growing)

o    Missions

?    Steer and justify the tactical asset allocations for each fund via appropriate quantitative analyses, within the limits of the Strategic Asset Allocation guidance and the Investment Policy guidelines, for approval by relevant stakeholders and Investment Committees.

?    Monitor tactical asset allocation benchmark performance versus strategic allocation benchmark performance and update tactical asset allocation proposal and justification as often as necessary, consistently with financial market evolutions and market intelligence updates, for approval by relevant stakeholders and Investment Committees.

?    Design and setup strong PAR/GF investment market intelligence platform to make sure that PAR/GF tactical investment strategy remains competitive relatively to local investment market practices rolled out by other local lifers  

?    Monitor BNPPAM investment performance against tactical asset allocation benchmark performance and challenge BNPPAM investment management decisions to maximize investment performance within the limit of allocated risk envelope

?    Design and formalize tactical investment process and procedures consistently with above initiatives.

?    Produce and update relevant presentation material and contribute to the coordination and animation of the Investment Committee under the supervision of the head of Investment & ALM. 

?    Produce and present investment and risk monitoring reports to stakeholders (Cardif Vie TW, RO, HO, BNPPAM) within relevant committees in compliance with regulations and company requirements

?    Take in charge the production of ad-ho studies on Investment and tactical ALM perimeter and in collaboration with relevant stakeholders on request

o    Interaction with BNPPAM, HO investments, finance, ALM and other stakeholders

?    Daily monitor and steer BNPPAM to make sure investment manager understands issues at stake and Cardif Vie TW constraints and addresses them appropriately, with the right level of priorities and in due time. Maintain and foster constructive/collaborative relationship with BNPPAM. Support formalization of issues/challenges when appropriate, lead discussions with BNPPAM to identify best possible remediation actions and follow up on timely implementation 

?    Produce, maintain and update investment guidelines as often as necessary for each segregated fund of Cardif Vie Taiwan, as well as associated IMA to frame contractual relationship with BNPPAM, in collaboration with BNPPAM and HO investments.

?    Work in collaboration with ALM team to translate long term ALM constraints into operational guidelines that can be documented in the investment guidelines and constantly bridge the gap between the tactical/short term and strategic/long-term asset allocation guidelines.

?    Closely monitor short term asset and liability cash-flows to optimize cash position management, in collaboration with finance and BNPPAM

?    Ensure close coordination of financial instruments disposal with finance, to remain within the limits of financial envelopes budgeted into financial trajectories. Support finance on a case-by-case basis into explaining to stakeholders how investments operations will unfold along the year in connection with budgeted financial trajectories.

?    Contribute with finance and BNPPAM in optimizing the relation and processes setup with the custodian

o    Ensure management of PAR/General Fund portfolio of the company remains compliant with regulation, governance and delegation

o    Constantly optimize investment processes to maximize efficiency under the constraint of resources and means allocated and relentlessly challenge status quo

2.    Managerial responsibilities

o    Build up strong GF Management & tactical steering team to support PAR/GF fund growth and establish best-in-class PAR/GF management platform across lifers.

o    Identify and grow future investment & tactical ALM leaders

o    Grow strong, collaborative and constructive relationships with all stakeholders

Qualifications: 

1. Minimum 10 years of experience in the actuarial, ALM, quantitative investment sector, e.g. insurance company or investment bank, etc.

2. Proven English skills in writing and reading