Asset Management - Global Client Group - Client Relationship Manager, Institutional Sales, Taiwan

ROLE DESCRIPTION AND PURPOSE

Primary focus – business development for institutional clients in Taiwan.

Strengthen partnership with institutional clients and deliver business results with customized investment solution by thoroughly understanding clients’ needs.

KEY RESPONSIBILITIES

·         Enhance relationship with institutional clients in Taiwan. Provide technical advice/support on asset management products and related issue inorder to generate more clients/business opportunities.

·         Be familiar with Investment products including segregated mandates, mutual funds and third party distributions.

·         Develop sales plan/strategy for Institutional clients business in Taiwan to achieve sales targets.

·         Act as project leader for sales opportunities. Initiate product and marketing ideas and actively participate in business development meetings.

·         Manage client relationship, and conduct product seminars/presentations for clients.

·         Responsible for full sales value chain including client prospecting, sales pitching, RFP preparation, client meetings, oral/ written translation, and regular client reporting after account roll-out. 

·         Liaise and work with other internal departments and external parties such as the various investment platforms, regional office and global office.

·         ensuring adequate client/intermediary due diligence and exercising constant vigilance over the business relationship;

o    To ensure that the KYC process is carried out in a complete and timely manner so that all KYC files that the Company is responsible for are always maintained up-to-date

o    To contribute to the information and documentation collection and updating as well as to the provision of qualitative analysis, including materiality of adverse information, which is necessary for the Company to eventually decide on the client onboarding or recertification

o    To fulfill other responsibilities as set forth in the applicable KYC/ KYI policy

KEY INTERNAL / EXTERNAL RELATIONSHIPS

·         Internal: Key Internal Relationships – Portfolio Managers, Investment Specialists, Sales and Marketing Support Professionals in BNPPAM.

·         External: Key External Relationships – Investment Professionals at Asset Managers, Insurance Companies and Pension funds in Taiwan.

ROLE REQUIREMENTS

ESSENTIAL QUALIFICATIONS & EXPERIENCE

·         University or above with a degree in Business, Finance, or related subject

·         The Securities Investment Trust and Consulting Professionals License

·         Financial business knowledge

·         5 years’ experience of asset management and financial industry

·         English language skills, both spoken and written.