Global Markets Sales

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).