Posted 19 months ago
【凱基銀行/財富管理處.理財產品部】投資產品專員凱基人壽保險股份有限公司 KGI Life Insurance Co.
【凱基銀行/財富管理處.理財產品部】投資產品專員
凱基金控總部/ KGIFH BuildingOn-siteFull-time
AI Summary
Manages bond product operations, strategy, marketing, and system development; selects and launches bond products, tracks performance, and handles customer inquiries and complaints.
About this role
Join us to build a leading financial company in Asia!
Job Family
產品企劃-個人金融/Retail Banking (Job Family) (KGIB_PP_RB)Job Description
1. 債券業務營運、策略發展、行銷活動規劃與執行。
2. 債券系統開發與測試、交易流程優化。
3. 債券產品挑選、上架、成效追蹤與報表產出
4. 與前線/投資顧問、中後台及跨部門溝通合作
5. 客訴問題及前線諮詢處理
其他條件:
1.需具2年以上債券產品或債券相關流程、系統、專案等相關經驗。
2.擅文字表達且具簡報技巧、數據資料分析或視覺化圖表呈現,熟悉各項作業Office工具如Excel、
PowerPoint,若熟悉SQL等語法尤佳
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)Skills
Bond Product OperationsBond Trading SystemsCross-functional CommunicationData VisualizationExcelPowerPointProject ManagementSQL
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