Client Manager

Team Overview

Intermediary team cover bank channel/ insurance channel (exclude balance sheet asset) / on line financial channel and virtual bank channel. Sales team locate 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.

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
• With experience in 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.