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 Taiwan Direct 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 new business opportunities and bring cutting-edge solutions to our clients.

Our Taiwan Direct Business sells investment products through e-trading platform, a channel that allows individual investors to interact with us directly, as well as through online distributors 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 business target 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 of 3 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-commerce industry Professional qualifications such as CFA