AVP, Retail Sales

1 month ago

Taipei, Taiwan Fyte Full time

Position: Assistant Vice President, Retail Sales

About Company: The company stands as a global leader in asset management, committed to assisting investors worldwide in realizing their financial goals. Through the fusion of our unique investment management expertise, we offer an extensive array of investment strategies and vehicles to our clientele across the globe.

Job Description:

Key Responsibilities:

  • Drive asset inflow from designated accounts.
  • Identify and capitalize on opportunities for asset growth.
  • Deliver comprehensive client service actively.
  • Cultivate and enhance relationships with crucial intermediary stakeholders to expand the business portfolio.
  • Effectively present asset classes and investment team capabilities during initial engagements.
  • Lead discussions regarding Distribution Agreements.
  • Meet assigned sales and revenue targets.
  • Engage in agreed-upon client interaction activities.
  • Promote existing products actively, engaging with various intermediary teams to underscore the strengths of products relative to competitors.
  • Assist clients in conducting peer comparison analyzes.
  • Organize and lead roadshows/RM briefings.
  • Address challenges or issues clients encounter in marketing our products to their end investors.
  • Collaborate closely with other departments (e.g., Investment, Compliance) to provide timely responses and resolve client issues.
  • Foster strong relationships with distributors and drive asset inflow from designated distributors.

Work Experience/Knowledge:

  • Minimum of 6 years of experience in asset management or the financial industry.

Formal Education:

  • Bachelor’s Degree or higher.

License/Registration/Certification:

  • SITCA certification.
  • Senior broker designation.

Skills/Competencies/Attributes:

  • Strong team player.
  • Demonstrates curiosity and a proactive approach.
  • Excellent verbal and written communication skills.
  • Proficient in English, both written and spoken.
  • Ability to conduct complex analysis and present data effectively.
  • Detail-oriented with the ability to work well under pressure.
  • Open-minded, flexible, and receptive to diverse perspectives.
  • Strong interpersonal skills for effective communication across various technical levels.

Competencies:

  • Demonstrates passion for excellence through strong execution.
  • Collaborates effectively and fosters trusting relationships.
  • Communicates with effectiveness and respect.
  • Promotes innovation and continuous improvement.
  • Demonstrates forward-thinking and makes fact-based decisions.

Leadership Competencies:

  • Inspires through performance leadership.
  • Builds and leads effective teams.
  • Nurtures organizational talent.

Working Conditions:

  • Primarily office-based environment.
  • Typically follows a regular schedule of hours, with potential variations based on projects or client demands.
  • May require evening and/or weekend work, as well as 24-hour on-call support via pager and/or cell phone.

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