Job Role： Intermediary Client Manager (Taipei)
Overview of role
The role is to build, maintain, and manage relationship management for the assigned channels and to achieve sales target.
Responsibility
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.
Qualifications
At least 5 years of intermediary sales experience
Experience in ETF or handling insurance channel/bancassurance/bank would be a plus
SITCA SITE/SICE or Senior Broker License is required.
University graduate or above
Essential Skills
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 astute and good business risk conduct
Desirable Skills
Good command of English is preferred.
Self -driven, highly motivated, ambitious
About Us
Skills Required
- At least 5 years of intermediary sales experience
- Experience in ETF or handling insurance channel/bancassurance/bank
- SITCA SITE/SICE or Senior Broker License
- University graduate or above
- Excellent interpersonal skills and ability to build strong relationships with channel partners
- Good articulation and presentation skills
- Teamwork mindset
- Previous experience of driving successful channel sales
- Good business acumen and appropriate business risk conduct
- Good command of English
- Self-driven, highly motivated, ambitious
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
-
Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
-
Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
-
Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
