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
