Jason Kao Email & Phone Number

Taipei, Taipei City, Taiwan

Taipei City, Taiwan

Taipei City, Taiwan

Management Associate Program consists of 3 rotations in total.𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁• 3rd rotation of the Management Associate Program• Support management committee to monitor sales, financial and risk key indicators that have impact to business• Own the preparation and production of sales dashboard and reports• Support and conduct clear analysis, logical structuring, and creative problem solving on critical issues𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴• 2nd… Show more Management Associate Program consists of 3 rotations in total.𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁• 3rd rotation of the Management Associate Program• Support management committee to monitor sales, financial and risk key indicators that have impact to business• Own the preparation and production of sales dashboard and reports• Support and conduct clear analysis, logical structuring, and creative problem solving on critical issues𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴• 2nd rotation• Coordinated new product launch and worked with business stakeholders (including sales, actuary, operations, etc.) and was responsible for composing new product specs• Served as subject matter expert of savings insurance products; owned IT system development regarding major regulatory changes and produced business requirement documents𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀• 1st rotation• Drove digital transformation by ensuring proper recognition and analysis of business needs with the aim of enhancing the in-charge information system with adequate and sustainable solutions• Built relationships and networks with stakeholders company-wide. Partnered with relevant teams to deliver change and improve operating model Show less

Hong Kong

International Retail Banking Asia• Provided the group with sound understandings and valuable insights to further develop retail business in Asia. Analyzed market development and regulatory changes related to Chinese banking sector• Communicated and acted as link between BNPP and its strategic partner in China• Liaised with local partners and other internal stakeholders to support the bank’s initiative • Collaborated with Plug and Play to initiate fintech & innovation projects

Hong Kong

AQUMON is a robo-advisor engine presented by Magnum Research, aiming to support financial institutions and their clients in long term global asset allocation.• Assisted in developing potential FI clients and promoted actively-passive investment strategy to wealthy individual clients

Taiwan

Under the Trade Finance team in the Global Transaction Services Group.• Conducted UAT to verify that a new IT solution meets the team’s requirement in real-life scenario• Coordinated annual GTS Day, a training event with 140+ participants, in order to improve relationship managers’ product knowledge• Liaised and partnered with the other teams in GTS and other corporate functions in the bank

Taipei City, Taiwan

Under the Treasury & Market Department.International Bills Finance Corporation (IBFC) is a leading Taiwanese bills finance company, i.e. a non-bank financial institution which provides short- and long-term financing solutions for institutional clients through underwriting commercial papers (CP2). • Facilitated treasury and liquidity management of the head office and 8 branches − Executed daily treasury/money market transactions, e.g. interbank loans and bond/CP2 repo sales•… Show more Under the Treasury & Market Department.International Bills Finance Corporation (IBFC) is a leading Taiwanese bills finance company, i.e. a non-bank financial institution which provides short- and long-term financing solutions for institutional clients through underwriting commercial papers (CP2). • Facilitated treasury and liquidity management of the head office and 8 branches − Executed daily treasury/money market transactions, e.g. interbank loans and bond/CP2 repo sales• Managed and built relationships with institutional clients including banks, insurers and mutual funds − Developed new accounts through visits/cold calls. Increased NTD 300M+ sales within 1 month − Assisted in AML/KYC compliance process and controls with new clients• Contributed as the Innovation Crew in the organization to drive transformation and deliver change Show less

Taipei City, Taiwan

• Examined the “design and effectiveness” of clients’ IT system & internal control framework.− Communicated with different business lines to understand their corporate processes & cycles− Performed “walk-throughs” to ensure the design implementations meet functional & risk requirements• Conducted audit procedure to certify material accounts in clients’ Balance Sheets & Income Statements• Completed the filing of institutional clients’ annual Corporate Income Tax

Taipei City, Taiwan

Msc, Investment Management

Bachelor Of Business Administration - Bba, Business Administration