Carter Hsu （許清昊） Email & Phone Number

新加坡

台灣 臺北市

-Prepared daily and monthly P/L reports sorted by G 7 currency, products, and portfolios, providing comprehensive explanations and in-depth analysis to traders and sales.-Conducted asset size reports, verified cashflow statements and liquidity reports. Ensuring accuracy and compliance with regulatory requirements -Assisted traders in inputting and verifying FX, Interest rates Swap, Bond RP and RS internal tickets in the Murex system.

台灣 臺北市 台北

-Assisted with reviewing RMA (Risk Management and Assurance) and CBDDQ reports.-Assisted clients to complete Wolfsberg Anti-Bribery and Corruption Compliance questionnaires.-Contributed to 10,000-word recommendation report about cross-industry alliance within the framework of Taiwan Trust 2.0 guideline, analyzing in existing resources, exploring the collaboration potential between banks and eldercare institutions, and evaluating the feasibility of various communication methods.

台灣 臺北市

-Prepared a competitor analysis report, evaluating and comparing user interfaces and advantages and disadvantages of order placement software for the top five domestic securities companies.-Assisted with AML related issue, doing the KYC and EDD checks for account applications.-Participated in a cross-functional project for an intelligent voice customer service system, leveraging in-depth knowledge of stock trading rules and procedures to identify system bugs and deliver comprehensive test reports.

台灣 臺北市

Master'S Degree, Finance

Bachelor Of Money And Banking

Bachelor'S Degree, Bba

exchange student

Bachelor Of Financial Service