Asset Management – Taiwan Direct Business, Client Advisor – Analyst
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Job Location:
Taipei City - Taiwan
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 / Analyst Client Advisor in the TaiwanDirect Business you will actively provide investment solutions to established clients and look for new and innovative ways to build our client base. Using our market-leading technology and client database you will identify newbusinessopportunities and bring cutting-edge solutions to our clients.
Our TaiwanDirect Business sells investment products throughe-trading platform a channel that allows individual investors to interact with us directly as well as through onlinedistributors such as online fund platforms and virtual banks. 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
- Take ownership of business results achieve businesstarget and KPIs and develop and implement strategies that drive business growth and success
- Propose and discuss strategies with internal teams prepare online promotional materials and execute online sales activities
- Perform competitor analysis and user feedback session to keep abreast with latest market invest-tech knowledge and continuous improvement on e-trading platform
- Work effectively with different internal parties consolidate and coordinate internal opinions and drive the implementation of business projects
- Build and deepen strong business partnerships with assigned online distributors such as online fund platforms and virtual banks and construct a long term business plan
- Monitor and evaluate e-trading platform business deliverables and benefit by management report preparation
- Maintain the highest standards in business ethics and comply with internal guidelines
Required Qualifications Capabilities And Skills
- University graduate in Business Finance and/or related discipline with a minimum of3 year 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 Securities Specialist
Preferred Qualifications Capabilities And Skills
- Experience in e-commerceindustry
- Professional qualifications such as CFA
Required Experience:
IC
Key Skills
- Business Intelligence
- Sales Experience
- Compliance Management
- Risk Management
- Cold Calling
- Lean Six Sigma
- Upselling
- Business Management
- Regulatory Reporting
- SAP Supply Chain Management
- Economic Development
- Product Development
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
