About this role
Team Description:
The Business Management & Specialist team, part of the Taiwan Wealth team, partners closely with relationship managers, a wide range of business stakeholders and leaderships to ensure solid business operation and growth.
We are the center of BlackRock’s Wealth business in Taiwan, assisting sales head in driving business execution across a group of competent relationship managers. As the heart of the business, our duty spans across strategic initiatives, business coordination & governance, functional specialties, as well as providing specified client support in a daily basis.
Responsibilities:
We are hiring an Associate with functional specialties in supporting sales-related activities. In this role you will:
Report to team manager and assist in the business administration of the Wealth team in areas such as regulatory compliances, operational support, client services, and sales management. See below.
- Assist the manager in ensuring sales content excellency, working with compliance team and serving as the gatekeeper on content quality; prepare documentation and interact with the inspector during financial inspection.
- Support relationship managers across different client events, including advisor training, investment seminar and client forum. Coordinate throughout pre-event and post-event processes and ensure adequate compliance and strong client satisfaction.
- Take lead in sourcing servicing providers for tasks such as event coordination and premiums production and managing vendor relationship.
- Assume a good range of client account coverage across lifers / banks / asset managers, supporting relationship managers in fulfilling specified client requests.
- Serve as the local champion to firm-wide CRM system (Microsoft Dynamics), partnering closely with regional COO team on driving efficiency and usage of designated system and function.
- Provide guidance to Wealth team interns, activating them to strongly fulfill both internal and external assignments.
Requirements:
- SITCA licensing (Senior Securities Specialist or Securities Investment Trust & Consulting Professionals) is required.
- 5+ years of experience in sales support function within asset management industry, or in similar supporting function within financial industry with track records. Experience in SITE financial inspection is strongly preferred.
- Strong communicating, coordinating and interpersonal skills.
- An organized, detail-oriented, and positive mindset.
- Ability to manage multiple projects simultaneously in a fast-paced environment.
- Qualified applicants, including people with disabilities, are welcome to apply
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
Skills Required
- SITCA licensing (Senior Securities Specialist or Securities Investment Trust & Consulting Professionals)
- 5+ years of experience in sales support within asset management or financial industry
What We Do
As the world’s largest asset manager, BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement, home ownership and their children’s education. Our clients range from governments, foundations and other large institutions to those investing on behalf of individuals, including firefighters, nurses, teachers and factory workers. BlackRock was founded with the idea of creating a better asset management firm — one that was purpose-driven, focused on clients and risk management, and propelled by data and technology. Our breakthrough Aladdin® platform is BlackRock’s technological backbone, helping investors see and manage their whole portfolios in one place – from constructing investments to monitoring risk and executing trades. Used by hundreds of external institutions around the world, Aladdin combines powerful analytics and a common language to help investment teams make faster, more informed decisions across public and private markets. It’s a key part of our business and one of the reasons we’re trusted to manage more assets than any other investment manager today. At BlackRock, we challenge conventions and raise the bar for what’s possible. We harness technology to unlock new solutions, simplify complexity, and deliver investment strategies that meet people where they are. Whether it’s retirement planning, wealth building or navigating market shifts, we’re here to help clients invest more easily, more affordably and with more choice as we chart a path toward financial well-being together. Learn more: Careers.BlackRock.com
Why Work With Us
Without our people, technology is irrelevant. When we combine the power of people with the power of technology, we amplify our ability to create better outcomes for our employees, clients, shareholders and society alike.
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Employees engage in a combination of remote and on-site work.
BlackRock has 25,000 employees across more than 100 offices in over 40 countries around the world.
