Client Manager

2 weeks ago

Taipei City, Taiwan Schroders Full time NT$1,200,000 - NT$2,400,000 per year

Job Description
Intermediary Client Manager (Taiwan)
Team Overview
The Intermediary team covers bank channel/ insurance channel (exclude balance sheet asset) / on line financial channel and virtual bank channel. Sales team is located in Taipei, Central and South Taiwan. The team objective is to build strong relationship and grow business from assigned distributors and work with the team head to achieve sales goals.

Who We're Looking For
We are looking for a proven sales manager to build, maintain and manage relationships for the assigned channels and to achieve sales targets. This will be a crucial role to strengthen the quality of client relationships and to grow the intermediary business.

What You'll Do

  • Establish strong relationship with gate keepers, key decision makers and influencers for the assigned channels.
  • Work with assigned channels on fund on-boarding to enhance product offering and to roll out campaigns to drive sales.
  • Identifying potential opportunity and growing business from assigned channels.
  • Develop business from under-tapped channels.
  • Conduct branch roadshows/trainings/client seminars.
  • Meet individual sales target and facilitate team head to achieve team goal.
  • Work closely within the team and cross-team to drive best sales results
  • Executing agreed plans and assigned duties.
  • Collect and share market intelligence in a timely fashion.

What You'll Bring

  • At least 5 years of intermediary sales experience; experience in handling insurance channel/ bancassurance/ bank would be a plus
  • SITCA SITE/SICE or Senior Broker License is required
  • University graduate or above
  • Excellent interpersonal skills and ability to build strong relationship with channel partners and engage with people.
  • Good articulation and presentation skills
  • Teamwork mindset.
  • Previous experience of driving successful channel sales.
  • Good business astuteness and good business risk conduct
  • Self-driven, highly motivated and ambitious.

We Recognise Potential, Whoever You Are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.

About Us
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

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