Institutional Sales Assistant
" Assists sales persons to provide regular reporting to clients.
" Assists sales persons to open new accounts for prospective clients.
" Processing sales data, sales progress reports and other sales related records.
" Maintain client database and provide regular sales reports.
" Answers telephone calls, conveys messages, and assists order placement when clients' have any questions.
" Answers routine product questions and directs questions to appropriate personnel when necessary.
" Other duties as assigned.
Qualification
" Educational background : University graduate and above.
" Working experience: 1 year working experience in financial industry, with working experience in Asset Management Company is preferred.
" Language skill: Fluent spoken and written in Chinese and English.
" Computer skills: Excellent skills with Microsoft Office software include Word, Excel, Power Point, etc.
" Other skills: Familiar with Lipper, Bloomberg or Morningstar with data process.
" Professional license: SITCA License, or Senior Brokerage License.
Rita Lin [rita@recruitexpress.com.tw]
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