Taipei, Taiwan
1 day ago
Asset Management - Institutional Client Advisor - Vice President

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 a salesperson, you will actively engage with established clients and look for new and innovative ways to build our client book. Using our market-leading technology and CRM system, you will create detailed client contact that help our Sales and Investment teams identify new opportunities and bring cutting edge solutions to our clients. 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.

JPMorgan Asset Management Taiwan Institutional Team is looking for an experienced VP level Client Advisor, based in Taiwan, focusing on uncovering sales opportunities, as well as building and maintaining client relationships independently. You must be able to lead sales pitches, projects, activities; as well as actively manage a set of clients in accordance with client retention and incremental sales budgets. 

Job responsibilities:

Build and lead business opportunity discussions with major institutional investors in Taiwan that require confidentiality, diligence and self-motivation   Engage with client relationships, conduct performance reviews and meetings , develop, apply, and provide advice on investment strategies, products, and services Possess excellent organizational skills and the abilities to prioritize effectively and multi-task efficiently Observe established procedures, processes and guidelines when performing assigned tasks, and also exercise good judgment and appropriate discretion to produce timely, high quality results that are in line with the team’s objectives and best interests Work closely with investment teams, Product Development, Operations, Risk, Legal and other internal parties to optimize product and service delivery for overall relationship Understand and analyze the industry development, and translate it into potential business opportunity Research competitors' offerings and identify ways to improve the marketability and competitiveness of our products

Required qualifications, capabilities and skills:

Excellent Mandarin speaker with fluent English in both spoken and written 8+ years of work experience in financial industry Prior experience at AVP/VP level or equivalent as a product manager or Sales or Relationship Manager covering Taiwan institutions is preferable Solid knowledge of investment products, market, and industry Self-starter who is adaptive, fast-learning, responsive, reliable, extremely well-organized, detail-oriented and committed to accuracy Exceptional communication, presentation, networking skills, and excellent team player University degree is essential; CFA or CAIA chartered holder is strongly preferred
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