About this role

About Team:

BlackRock manages more than $4 trillion in global passive and Smart Beta assets across Global Developed Markets, Emerging Markets, Commodities and REITs. The group offers passive and enhance index investors one of the industry's broadest arrays of investment choices. Our clients include corporate pension plans, public pension plans, retail clients, central banks, sovereign wealth funds and other institutional investors.

Role Description:

This exciting position within the Taiwan Wealth team is responsible for iShares business development and prospecting and servicing clients in Taiwan with a focus on the growing our ETF business in the retail segment. The role is based in Taipei.

• Structure a systematic and targeted sales model to deliver the latest iShares ETF product innovations, market views, trends, whole portfolio solutions and deliver a high-quality daily client service model.
• Ensure frequent high-quality dialogue and develop relationships with existing and potential clients.
• Raise the profile and usage of iShares products within the targeted client segments. Deliver AUM and revenue targets for the business within the channels in the region. Orchestrate a team-based approach and leverage the Firm's resources at appropriate times in the sales cycle to broaden and deepen the usage of iShares.
• Work closely with the broader APAC iShares business partners to develop and promote iShares products within retail segments in Taiwan including asset managers, banks, insurance companies and security houses.
• Understand each client's due diligence process and investment requirements and develop a strategic relationship with relevant gatekeepers through active coverage.
• Provide and deliver presentations for workshops, seminars and individual client meetings as appropriate to represent iShares and build a broader understanding and usage of iShares.
• Monitor ongoing client structure, investment objectives, benchmarks, progress and holdings. Provide top market intelligence to help guide regional strategy, current product enhancement efforts, as well as new product development initiatives.
• Work closely with product and marketing team to facilitate the usage of iShares among retail investors through various emerging channels.

• 5+ years' experience in relevant financial services roles, such as investment/portfolio/product strategy, relationship management. 3+ years' experience in servicing ETF related businesses.
• Native Mandarin and Fluent English speakers.
• Sales, product research, or investment team experience gained from working in a high-quality financial firm selling ETFs, mutual funds, cash equities, or fixed income products are preferred.
• Proven expertise in promoting investment products to sophisticated clients. Individuals should have extensive experience in dealing with clients.
• Relevant client relationships a preference.
• Demonstrate a thorough understanding of the processes and platforms in the business model of clients.
• Understanding of product set - preferably ETFs, mutual funds, and mandate business.
• Experience with index or index linked fund products and/or structured/derivatives products is an advantage.
• Understanding of the regulatory requirement in the region and sense of the medium and long-term opportunities for iShares.
• Self-motivated individual, with a commitment to excellence.
• Outstanding relationship management skills, experience, and ability to become a trusted client advisor.
• Strong time management, interpersonal skills, and presentation skills.
• Strong team player, who is able to collaborate credibly internally in order to leverage the Firm's resources locally as well as globally.
• Professional integrity and loyalty.
  
  Meet one of the following licenses:
• 1) Taiwan Securities Investment Analysts ("證券投資分析人員")
• 2) Securities Investment Trust and Consulting Professional ("投信投顧業務員")
• 3) Senior Securities Specialists ("高業")