【凱基證券/國際業務部】外資業務/ FINI Sales

負責深耕與開發海外機構法人客戶（如外資機構、主權基金、對衝基金等），整合集團跨境金融資源，提供高品質的交易與投資解決方案，並推動部門營收成長。

You will lead the development and management of foreign institutional clients (e.g., FINIs, sovereign wealth funds, hedge funds), synthesize cross-border financial resources across KGI entities, deliver tailored investment solutions, and drive sustainable revenue growth for the department.

#五大核心工作職責

• 核心海外法人客戶經營與開發:

獨立維護並深耕重點海外機構法人客戶關係（FINIs），深入理解客戶投資偏好與避險需求；主動拓展亞太及全球目標市場，開發潛在機構法人客戶，提升市場佔有率。

• 跨境金融產品與客製化解決方案推廣:

推廣台股、海外有價證券及各類衍生性金融商品；結合研究團隊與交易室資源，為客戶量身打造跨境交易、資產配置與風險管理等高附加價值之金融解決方案。

• 高價值專案與國際展業活動主導:

主導跨境業務合作專案、海外投資路演（Roadshows）、法人說明會及專家會議之規劃與執行，鏈結海外投資人與台灣資本市場。

• 跨境合規與交易流程優化:

主導海外客戶之開戶流程與合規審查（KYC/AML），與中後台（風控、交割、法遵）密切合作，確保高效率且符合國際監管標準的交易執行與作業體驗。

• 跨團隊綜效創造與經驗傳承:

協同集團跨事業體（如投顧、財富管理、海外分公司）創造業務綜效；發揮影響力指導初階專員，優化團隊業務流程與服務品質。

# Top 5 Key Responsibilities

• Core Institutional Client Management & Prospecting

Independently cultivate and manage relationships with key foreign institutional clients (FINIs), gaining deep insights into their investment and hedging preferences. Actively prospect new institutional clients across key global and APAC markets to drive market share growth.

• Cross-Border Financial Product Promotion & Structuring

Pitch Taiwanese/global equities, fixed income, and derivative products. Synthesize insights from research and trading desks to deliver customized, high-value cross-border trading, asset allocation, and risk management solutions.

• High-Value Project Leadership & International Roadshows

Spearhead cross-border business initiatives, overseas investment roadshows, corporate day conferences, and expert network events to connect international investors with Taiwanese capital markets.

• Cross-Border Compliance & Deal Execution

Oversee client onboarding and regulatory compliance (KYC/AML) processes for overseas accounts. Partner with middle/back-office teams (Risk, Settlement, Compliance) to ensure seamless, compliant deal execution and superior client experience.

• Cross-Functional Synergy & Team Mentorship

Drive business synergy across KGI entities (Research, Wealth Management, overseas offices); leverage experience to mentor junior sales specialists, optimizing operational workflows and overall service quality.