The posting
Key Responsibilities
- Client Acquisition & AUM Growth Drive business development and revenue growth by acquiring and managing professional investors, institutional clients, intermediaries, and sophisticated investors across Taiwan and Greater China, while strengthening existing client relationships.
- Advisory Provide market insights, product ideas and execution solutions across equities, fixed income, structured products and other capital market products.
- Market Insights & Ideas Provide clients with timely and relevant market insights, trade ideas, and investment strategies tailored to their needs and risk profiles.
- Collaboration Collaborate with research, trading, and product teams to deliver comprehensive investment and capital market solutions.
- Compliance & Risk Management Ensure strict compliance with MAS regulations, cross-border guidelines, FATCA/CRS, and AML requirements.
- Client Reporting Maintain client engagement, business pipeline and sales activity records to support business development.
Requirements
- Education Degree holder in finance, business, economics, or related discipline.
- Experience 5+ years of proven experience in institutional sales, capital markets, securities brokerage, wealth solutions, or client relationship management, with a strong track record in business development and revenue generation.
- Licensing CMFAS qualifications with a valid MAS Representative License.
Skills - Strong knowledge of capital markets, including equities, fixed income, funds, structured products, and other investment solutions. - Excellent communication skills with the ability to interact effectively with clients and internal stakeholders. - Ability to prioritize key initiatives across a broad range of opportunities and relationships. - Self-motivated, driven, and committed to excellence. - Mandarin proficiency preferred (to cover Taiwan / Greater China clients).



