Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities.

As an Associate in the Taiwan Intermediary Business, you will actively engage with established clients and look for new and innovative ways to build our client book. Using our market-leading technology and CRM system, you will create detailed client contact that help our Sales and Investment teams identify new opportunities and bring cutting edge solutions to our clients.  Our Taiwan Intermediary Business sells investment products through non-affiliated intermediaries, such as securities firms, banks, financial planners, insurance companies, who, in turn, sell these products to individual investors. Most importantly, we believe in doing ‘first class business in a first class way’, therefore you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.

Job responsibilities:

Build and deepen strong business partnerships with assigned intermediaries (mainly in the retail platform like retail banks, international life companies, IFAs) and construct a long term business plan Communicate proactively with all levels of clients (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities  Maintain the highest standards in business ethics and comply with internal guidelines. Understand and analyze industry development and translate into business opportunity Prepare business report and handle business agreement related issues Work effectively with different internal parties and able to present on the team’s behalf Be a team player to achieve overall business objectives, i.e. sales targets and other KPIs

Required qualifications, capabilities, and skills:

University graduate in Business, Finance and/or related discipline with a minimum of 3 years of experience in financial industry Good team player whilst able to work independently Strive for excellence; able to work under strong pressure Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund) Spoken and written fluency in Chinese and English Strong interpersonal and presentation skills Obtain local regulatory license, i.e. SITCA Sales, or Senior Security Sales

Preferred qualifications, capabilities, and skills:

Experience in insurance product Professional qualifications such as CFA  Knowledge in Micropal, Bloomberg