外商銀行|Global Market Sales Support

Adecco

  • Sinyi, Taipei City
  • Permanent
  • Full-time
  • 17 days ago
Job Requirement * Sales Support:
  • Assist senior sales colleagues in managing client relationships and communication with wealth management platforms and private banks.
  • Collaborate with the sales team to prepare marketing materials, presentations, and pitchbooks for client meetings.
  • Conduct market research and analysis to identify potential clients and market trends.
  • Prepare regular reports on sales activities, client feedback, and market developments.
  • Client Relationship Management:
  • Support senior sales colleagues in building and maintaining strong relationships with institutional clients, including wealth management platforms and private banks.
  • Respond to client inquiries and provide prompt assistance in resolving issues or concerns.
  • Coordinate with internal teams to ensure timely and accurate delivery of client requests and information.
  • Product Knowledge and Training:
  • Develop a solid understanding of the features and benefits of overseas structured bonds.
  • Stay updated on market trends, investment strategies, and regulatory changes affecting structured bond sales.
  • Participate in training sessions and workshops to enhance product knowledge and sales skills.
  • Sales Administration:
  • Assist in the preparation and review of sales contracts, agreements, and documentation.
  • Ensure compliance with internal policies, procedures, and regulatory requirements.
  • Maintain accurate records of client interactions, sales activities, and progress in the sales pipeline.
  • Team Collaboration:
  • Collaborate with the sales team and other internal stakeholders to achieve sales targets and objectives.
  • Support colleagues in organizing client events, roadshows, and other promotional activities.
  • Share market insights, client feedback, and best practices with the team to improve sales effectiveness.
Job Requirement
  • Bachelor's degree or above in Business, Finance, Quantitative Finance, Economics, Marketing or related disciplines
  • Basic understanding of banking activities
  • Good financial analytical skills
  • Good command of spoken and written English and Mandarin
  • Proficient in MS office (Word, Power Point and Excel)
  • Self-motivated, careful on details and be able to work under pressure.
  • Responsible with good interpersonal skills and able to get along well with peers
ResponsibilitiesExperienceEducation

Adecco

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