Expoint - all jobs in one place

המקום בו המומחים והחברות הטובות ביותר נפגשים

Limitless High-tech career opportunities - Expoint

JPMorgan Asset Management - Taiwan Intermediary Business 
Taiwan, Taipei, Taipei 
537517802

31.07.2024

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 5 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