▌ Responsibilities
•Owner to lead Wealth Management lending and Prop trading process design and control design, including but not limited to sales process coping with latest regulation and internal policy, transaction monitoring and corresponding system enhancement requirement, etc.
•Set up control design and optimize client experience, closely cooperate with internal stakeholders and external providers.
•Support to facilitate WM investment product related process tasks.
•Formulate and execute action plan regarding rectifications/improvements when there is comment/advice from regulatory bodies or Group internal audit.
•Embed digitisation, simplification, and standardisation principles in redesigning processes for straight-through-processing whenever possible.
•Engage Group and local stakeholders on project planning, approval, status updates, implementation and cost/benefit monitoring).
•Plan/Manage/Tack department/team’s initiatives and financials.

▌ Qualifications
•Bachelor or above Degree holder.
•3-5 years above of financial institution experience either from Banks, Wealth Management related business or WML business background.
•Familiar with TW WM related regulations.
•Proficiency in both spoken and written English and Chinese, able to co-work with global teams.
•Good communication, interpersonal and organization skills.
•MS office skill required, excelled at Word/PPT/Excel, etc.
•Multi-tasking and project management experience is a plus.
•License requirement – Optional
-Trust License(信託)
-Security license(證券)

▌福利待遇
– 優於法令的年假制度
– 女性同仁享有20週支薪產假 (領先業界)
– 彈性工作制度 (依據工作職掌提供)
– 年度3日志工假鼓勵從事社會公益活動
– 員工優惠存款、儲蓄認股計畫
– 員工房、信貸和各項金融商品申購優惠
– 三節禮金
– 購物旅遊補助
– 外部進修補助
– 社團活動補助
– 年度健康檢查、健檢假
– 完善的團保方案
– 員工協助方案 (EAP)
– 記錄心情狀態及紓壓的資源 (Unmind app)
– 醫務室、職醫定時駐診、健康講座
– 總行員工餐廳、按摩椅、休閒設施

聯絡人：Gary Cheng
聯絡電話：+886 2 6623 6788
E-mail：gary.cheng@ucatch.com.tw