投資產品分析師(ACS)
On-siteTaipei, Taiwan, Taiwan
Job Summary
Analyze US stock, Taiwan stock, and global major stock market industry rotation, individual stock trends, and investment trends. Draft research reports and propose product allocation strategies; monitor investment position changes and performance gains/losses, providing suggestions and adjustment directions. Flexibly apply structured products to propose different framework opportunities and formulate sales strategies. Requires 5-8 years of experience in domestic and international securities proprietary trading, investment trust fund management, private banking/wealth management product strategies, or structured products. Full-time day shift from 08:50 to 17:30 with two days off per week, based in Taipei Nangang District.
Required Qualifications
- 5~8年以上國內外證券自營、投信基金管理、私人銀行/財富管理之產品策略、或結構型商品相關實務經驗
- 產品導向與資產配置能力
- 能夠獨立撰寫研究報告及提供產品銷售策略
- 負責過結構型產品、海外股票或共同基金的產品規劃經驗
- 信託證照
- 內控證照
- 投信投顧業務員證照
- 證券分析師證照
- 結構型商品銷售人員證照
- 衍生性金融商品銷售人員證照
- 大學(含)以上金融與商管相關系所畢業
- 英文聽/中等
- 英文說/中等
- 英文讀/中等
- 英文寫/中等
- 台語程度/中等
Desired Qualifications
- 具CFA尤佳
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