Associate/Officer, Investment Products Execution Specialist, Investment Products & Advisory, Consumer Banking Group
DBS · Taipei, Taiwan · 1d ago
職位說明
星展銀行個人金融投資產品團隊正在尋找一位細心且具執行力的『投資商品中台交易專員』(Investment Products Execution Specialist)。此職位隸屬於投資商品執行團隊(Execution Desk)，主要負責投資商品(以境外結構型商品 Structured Notes 為主)的交易執行與營運管理，確保各項交易流程順暢運作，並符合內部控制及相關法規要求。
您將與分行理財團隊、產品經理、上手機構、交易室及後台作業單位密切合作，負責投資商品的詢價與報價、需求單製作、交易執行流程管理、文件審核，以及營運報表與數據分析等工作，為財富管理業務提供專業、高效且穩定的交易執行支援。
我們期待您具備進階 Excel 應用與數據分析能力、良好的溝通協調技巧，以及細心嚴謹的工作態度。誠摯歡迎具備投資商品、結構型商品、財富管理營運(Wealth Management Operations)或相關金融作業經驗的人才加入團隊，共同提供優質且專業的財富管理服務。
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主要工作職掌
- 負責衍生性金融商品(主要是境外結構型商品Structured Notes)的詢價、報價、與需求單製作
- 確保日常營運的效率、及時性、完整性和準確性。
- 有效控制及管理時間，並支持團隊合作。
- 與產品經理/專案經理合作，支持並改進共同目標的流程，例如新專案和活動。
- 支援產品團隊監控風險、corporate action events、發布和促銷活動。
- 維護並提供分析報告、監管報告和客戶建議。
- 遵守所有相關的外部法規和內部合規要求。
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徵才期望
- 具銀行財富管理營運作業(Wealth Management Operations)或相關工作經驗。
- 具備中等以上英文讀寫能力，具備英語溝通能力尤佳。
- 具備良好的溝通協調能力及抗壓性，能有效與跨部門團隊合作。
- 工作態度主動積極，能獨立作業並妥善管理工作優先順序。
- 細心負責，具高度風險控管及細節意識。
- 熟悉中等或進階Excel應用，具備報表製作、資料整理及數據分析能力。
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必備專業證照
- 信託業務人員
- 衍生性金融商品銷售人員 / 結構型商品銷售人員
- 金融市場常識與職業道德
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About the Role
DBS Consumer Banking is seeking a detail-oriented and execution-focused Investment Products Execution Specialist. As part of the Execution Desk, you will manage the execution and operational processes for investment products, primarily offshore structured products (Structured Notes), ensuring smooth and compliant transaction processing.
Working closely with Wealth Management teams, Product Managers, counterparties, the Trading Desk, and back-office teams, you will handle pricing and quotation requests, deal setup, transaction coordination, document review, and reporting support.
The ideal candidate possesses strong Excel and data analysis skills, excellent communication abilities, and a meticulous working style. Experience in investment products, structured products, or Wealth Management Operations is preferred.
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Key Role and Responsibilities
- Be responsible for the quotation, pricing, and deal request preparation process for derivative products, primarily offshore structured products (Structured Notes).
- Ensure efficiency, timeliness, completeness, and accuracy of daily operations.
- Control and manage time effectively and support teamwork.
- Collaborate with Project Manager to support and enhance procedures for joint targets, such as new initiative projects and campaigns.
- Support the Product team in monitoring risks, corporate action events, launches, and promotions, and ensure timely compliance with local and regional guidelines.
- Maintain and provide analysis reports, regulatory reports, and customer advice.
- Adhere to all relevant external regulatory and internal compliance requirement.
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Our Ideal Candidates
- Previous working experience in banking operations or wealth management industry.
- Moderately in English, both in speaking and writing
- Good command in communication and Strong resistance to pressure
- Independent, proactive, and positive working attitude.
- Detail oriented.
- Computing skills such excel, file organization and data analysis ability
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Required Certificates
- Proficiency Test for Trust Operations Personnel
- Certification Test for Financial Derivatives Sales Personnel
- Basic Test on Financial Markets and Professional Ethics
Location:
Honhui A-12FJob:
COO Office/Business Mgt & SupportSchedule:
RegularEmployee Status: