▌ Responsibilities

People responsibility: N
Report to: SVP, Head of Investment and Research

Role Purpose:
To implement Asset Management’s investment processes, e.g. through appropriate cash management and order management; to liaise with appropriate local functions (e.g. Operations and Data Management) and local vendors (e.g. Back and Middle-Office); to co-ordinate the work of junior Fund Manager Assistants.

Principal Responsibilities:
-Manage multiple Taiwan equity/balanced funds
-Conduct research on Taiwan investments
-Implement of the Taiwan investment processes
-Cover responsible markets and deliver in-depth analysis
-Comply with group policy and local regulation
-Represent Taiwan investment strategy to internal and external clients
-Maintain relationship with internal and external clients
-Provide marketing materials
-Support marketing events including media interviews, seminars, and joint calls
-Cooperate with other investment teams and share market view and research idea with teammates
-Establish constructive cross-country and cross-business teamwork by demonstrating collaboration and matrix management in action and challenging actions and behaviors that are not consistent with HSBC’s diversity policy and/or the best interests of the business and its customers
-Refine the process with better efficiency and less occurrence of errors
-Reduce manual risk with higher awareness of risk control, and with proper system control

▌ Qualifications
-Minimum 4 years of research experience on Taiwan industries or equivalent for registration per Taiwan regulatory requirements
-Minimum 2 years of record on managing Taiwan equity funds or equivalent for registration per Taiwan regulatory requirements
-Fluent English
-Programming skill such as Excel VBA preferred
-License requirements: 1.證券投資信託及顧問事業之業務員 or 2.證券商高級業務員+投信投顧業務員(一科) 投信投顧相關法規(含自律規範) & 金融市場常識與職業道德測驗合格 (within 3 months after onboard date if not already having a valid FSE)

▌福利待遇
– 完善的團體保險計劃。部份險種並涵蓋至配偶、子女及父母
– 定期健康檢查
– 優於勞基法的年假制度
– 領先業界的產假與收養假
– 員工金融理財交易手續費減免優惠
– 員工協助方案
– 員工認股計劃
– 服務年資表揚
– 職工福利(國內旅遊、生日禮金、年節禮金/禮品、婚喪喜慶津貼、社團補助)
– 退休金制度
– 教育訓練

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