財富管理交易作業專員 (台北/新竹) Officer

• 具備會計基本知識，協助處理會計報表及數據分析。
• 與內部各部門及外部合作夥伴進行有效溝通，促進資訊流通。
• 支援財富管理作業部門的其他後勤和行政相關事務。

• Handle loan-related collateral operations, ensuring the legality and value assessment of the collateral.
• Monitor the market value changes of loan assets, conduct regular mark-to-market (MTM) assessments.

• Establish and maintain customer files, regularly follow up on loan progress.
• Assist in formulating appropriate risk response measures for overdue or default situations.

• Review loan-related documents to ensure all documents comply with internal and external regulatory requirements.
• Strictly adhere to Delegation of Authority (DOA), internal control processes, and policies of the Group, SCBTW, and local regulations.

• Operate and maintain the loan management system to ensure data accuracy and system stability.
• Assist in system upgrades and testing to ensure the effective implementation of new features and improvements.

• Execute operational processes to ensure quality and meet Service Level Agreement (SLA) requirements.
• Continuously improve processes to reduce operational risks and costs, and participate in various projects to enhance process efficiency.

• Handle inquiries from frontline departments and customer complaints, providing timely and effective solutions.

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Lead to achieve the outcomes set out in the Bank's Conduct Principles

• Fund houses/ issuer bank/ broker/ custodian bank/ Printing vendor/ OTC/ TDCC.. etc.

• Bachelor's degree or above in finance, economics, or related fields.
• Over 3 years of experience in loan operations within financial institutions, familiar with high net worth client services.
• Excellent communication skills and customer service awareness. 基本的英文溝通能力，能夠使用英文進行書寫與閱讀。

• Experience in financial system operation and maintenance is preferre 熟悉證券交割流程、金融資產組合融資、保費融資流程及相關政策法規，具有實務經驗者佳。

• 持有金融或會計相關專業證照（如 信託/證券/衍生性/內控）者優先考慮。

• Banking Products and Services Development
• Investment Operations Management
• Operational Risk
• Process Management

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Standard Chartered