Recruitment and Retention - Yuanta Financial Holdings

Employee Recruitment

Talent Attraction

Yuanta offers stable and secure work opportunities for vacancies at a wide range of its business locations. As a Company that respects workplace diversity, we reject all forms of differential treatment and discrimination, and are committed to upholding our Integrity Management Guidelines, and setting in place all necessary human resource management regulations. Through a fair and open hiring process, Yuanta seeks out employment candidates with strong communication and coordination skills and a willingness and ability to learn new things.

To provide ample training opportunities, since 2008 Yuanta has actively recruited new talent through its Management Associate (“MA”) program, as well as seeking talent to advance the Group’s international strategy and the industry trend toward digital finance, leading to a major growth of hiring and training activity in Yuanta’s six major divisions: Financial Holdings, Securities, Banking, Insurance, Futures, and Securities Investment Trust. Additionally, Yuanta first opens all job vacancies to internal applicants, and only begins an external search if a suitable candidate cannot be found; as a result, Yuanta’s turnover rate is on the low side when compared with its industry peers.

Talent Retention

To motivate top level talent, Yuanta not only offers promotions and salary increases to its top performers, but also views strengthening and developing employees’ professional abilities as a major part of its talent retention strategy.

Yuanta Financial Holdings and its subsidiaries have set an operational strategy and short, mid, and long term objectives laying out their employee training plans going forward. In recent years, this has involved preparing future management candidates for important roles, with a focus on international operations talent and the management trainee program. Professional training has focused on Fintech talent, and talent transformation plans in the securities, banking, and insurance divisions. Yuanta Financial Holdings works together with its subsidiary companies to implement employee training and development initiatives, while at the same time strengthening its employee database management abilities, giving the Group a better understanding of its workforce and their developmental direction, and making sure the Group is fully equipped to meet its personnel needs in rapidly developing business areas such as Fintech and international operations.

Furthermore, in response to the Group’s international development plans and the transformation taking place in Fintech, Yuanta has not only communicated its plans through internal channels, but has actively promoted its efforts both domestically and abroad, and worked to diversify the professional skills of its workforce. Through a range of initiatives such as organizing training courses, promoting digital finance awareness and knowledge, and industry-university cooperative research projects, Yuanta has helped its employees keep up-to-date on the latest socio-economic developments, acquire new knowledge on the topic of Fintech, and master new skills to ensure that they are ready for the industry’s transformation. With these and other programs, Yuanta offers its employees encouragement and assistance on a career-long path of learning and growth of their professional abilities.

Cultivating the Next Generation of Finance Talent on Campus

In recent years, Yuanta Financial Holding Company (FHC) has been actively working with schools to cultivate financial industry talent in order to build a diverse pipeline of talent and deepen the willingness of new generations to join the financial industry. Yuanta FHC has assisted students in gaining a deeper understanding of various types of work in finance and their development through a variety of cooperation models, including lectures, credit-bearing courses, club mentoring, corporate visits and exchanges, corporate internships, and campus competitions, to help students explore their interest in career development and establish proper investment and financial concepts.

Yuanta Securities and National Chiao Tung University Foster AI Talent

Since 2013, Yuanta Securities and National Chiao Tung University (NCTU) have formally entered into an industry-academia cooperation plan to jointly promote financial technology innovation industry-academia cooperation program, and continue to deepen the cooperation models of “Yuanta Finance Lecture,” “Corporate Thematic Internship” and “Industry-Academia Minor League - Financial Technology Innovation Industry Alliance” to achieve the goal of both financial education and financial practice. In addition, through a new in-depth collaboration approach in thematic research, Yuanta and NCTU are able to explore more possibilities for innovative financial technology solutions by drawing on the strengths of both parties.

Yuanta and National Chengchi University Collaborate to Deepen Capital Market and Enhance Students’ International Competitiveness

In order to cultivate international financial talent in Taiwan, Yuanta has been cooperating with the Department of Money and Banking at National Chengchi University since 2017 to offer a credit course on “Investment Banking Practice,” which is taught through the collaboration of four major financial industries: financial holdings, securities, banking, and venture capital. This collaboration has successfully opened students’ eyes and ears to international capital markets, provided investment banking internship opportunities, and guided students to develop the professionalism and mindset necessary to become international financial professionals.

Cross-Field Cooperation between Yuanta and National Tsing Hua University: A Solid Foundation for Digital Finance

Since 2019, Yuanta FHC and the Department of Quantitative Finance at National Tsing Hua University have together offered a credit course on “Financial Transaction Practice” in response to the trend of digital finance. In addition to inviting trading experts from four companies of financial holdings, securities, futures, and funds/investment trust and the head of risk control to give joint lectures, students have also been provided with internship opportunities after the course to combine classroom theory with financial practice, effectively shortening the period of exploration into the job market and enhancing students' competitiveness. Yuanta FHC is committed to nurturing students from seedlings to big trees by demonstrating its willingness to invest in students over the long term.

Yuanta and Feng Chia University Join Forces to Build Future Financial Services and Cultivate International Talent

In 2020, Yuanta FHC has joined hands with Feng Chia University’s College of Finance and related departments to build a cross-domain experimental field for future financial technology, promote the cultivation of financial talent, and open up more possibilities for the future development of the financial industry by bringing together its five companies in securities, banking, insurance, futures, and funds/investment trust. At the same time, Yuanta FHC has applied its overall layout strategy in Southeast Asia to together promote the “ASEAN Financial Talent Development Program” and expand the international talent pool of its subsidiaries.

Yuanta Bank Goes Deep into Campus to Cultivate Financial Potentials

In line with Yuanta Group’s sustainable development strategy roadmap, Yuanta Bank has been conducting industry-academia exchanges with financial expertise to cultivate young financial talent. Yuanta Bank has been collaborating with universities and colleges such as Takming University of Science and Technology, Chihlee University of Technology, Southern Taiwan University of Science and Technology, Yuan Ze University, I-Shou University, and Asia University to select graduating students to participate in internship programs to help them improve their future job skills. Those with outstanding performance will be given the opportunity to become full-time employees, building a diversified talent source pipeline. At the same time, through special lectures, teaching, corporate visits, project internships, etc., Yuanta Bank actively nurtures the talent needed for the future.

Yuanta Life Launches Insurance Literacy Development Program for Interns

Yuanta Life cooperates with colleges and universities to promote the “Insurance Literacy Development Program for Interns,” which allows the true function of insurance to take root downward. In addition to providing internship and work experience, Yuanta Life also hopes that young students will understand the nature of insurance, which can effectively convey the value of the insurance industry and the risk management function of various types of insurance products for different stages of life, and in the future, successfully help themselves and their friends and family to establish a proper concept of insurance and build their own life protection.

Yuanta Funds Supports NCCU Mutual Fund Club from Scratch

In order to deepen youth and students’ understanding of the financial industry and products, Yuanta Funds has long sponsored the National Chengchi University’s (NCCU) Mutual Fund Club. From the club’s establishment to providing relevant financial lectures, Yuanta Funds has continuously assigned senior managers or outstanding officers to conduct two-way exchanges, and regularly sponsors and supports the development of the club every year. This is a two-track cooperation project that offers financial aid and networking opportunities. Under the long-term operation of this club, it is now the largest academic club in NCCU. Starting from 2023, Yuanta Funds has promoted internship cooperation with an educational nature, creating internship opportunities to match outstanding talent, and expanding academic training and practical exchange opportunities to strengthen members' professional capabilities and practical application capabilities.

Campus Simulation Contest Opens the Way to Future Investment and Financial Management

In order to cultivate futures trading talent, Yuanta Futures has held the “National Collegiate Leverage Margin Simulated Trading Competition” every year since 2019, which has attracted more than 8,000 students from colleges and universities across Taiwan to participate. By providing contract-for-differences (CFD) transactions on a variety of financial products, including exchange rates, commodities, international stock price indexes, and US stock CFDs, we conduct simulated trading competitions, allowing students to experience the process of options trading in simulated trading competitions to develop proper trading thinking and risk management concepts, improve their financial literacy and competitiveness, so that they can understand the rapid changes and diversification of the financial market, thereby realizing the importance of financial education.