【Job Opportunity】Fidelity International is looking for Wholesale Sales Support Associate (1 year contractor)

  • 2018-03-02
  • Admin Admin

Fidelity International is looking for Wholesale Sales Support Associate (1 year contractor), please find below job requirement and detailed information as shared by our Alumni, Ms. Yolanda Chanfor your information.
Interested individuals please contact: Ms. Yolanda Chan at Yolanda.Chan@fil.com
Title:                     Wholesale Sales Support Associate (1 year contractor)                            
Department:       Wholesale                                        
Location:             Taiwan
Reports To:         Sales Support Senior Manager
Key Responsibilities
•      Support sales to build up relationship of headquarters and branch sales efficiently and strategically
•      Support sales to coordinate marketing materials to satisfy clients’ requirements
•      Assist in checking daily order for regulator needs
•      Support sales to communicate with intermediary clients for any matters.
•      To provide information as distributors’ request (by fax, e-mail, Lipper & Bloomberg….)
•      Answer inbound call from distributors/Investors
•      Control the amount of DM and gifts
•      Support seminars/events (attendance reservation, hand-outs and facility)
•      Calculate sales figures and generate daily/weekly/monthly report
•      Provide support to team head and sales
•      Prepare presentation slides
•      Perform other duties as assigned
Experience and Qualifications Required
•      University graduate with mutual fund or financial sales assistant related experience
•      Investment trust and consulting license is a must or Trust representative with Investment Trust and Consulting Regulations(including Self-disciplinary Rule)
•      Positive thinking attitude
•      Comfortable with the Fidelity corporate culture of results-orientation, teamwork, professionalism, quality, thoroughness, process, risk management, and global presence
•      Dynamic individual who is willing to accept new challenges and changes
•      Well organized, efficient, reliable, and capable of managing multiple complicated tasks and responsibilities at the same time
•      Professional knowledge on Excel, Word and PowerPoint,
•      Professional knowledge and well communication skill are required