Title: HNW Sales Assistant
Department: High Net Worth
Reports to: Head of HNW Sales
Location: Taipei, Taiwan
Job Type: Temp
About Fidelity Worldwide Investment
Fidelity Worldwide Investment is a global leader in asset management,
providing investment products and services to individuals and institutions in
the UK, continental Europe, the Middle East and Asia Pacific. Established in
1969, the company has over 5,000 staff in 24 countries and manages or
administers client assets of US$212 bn. It has over 7 million customer
holdings and manages more than 740 equity, fixed income, property and asset
allocation funds. The company’s fund managers receive research from one of
the largest proprietary research teams, based in 12 countries around the
world. Fidelity Worldwide Investment is an independent asset management
company which is privately owned. Fidelity’s investment style relies on
fundamental research of companies and a strict bottom-up portfolio
construction discipline. This means Fidelity’s analysts and portfolio
managers look closely at a company’s balance sheet and future plans; meet regularly with and question its
management; and then speak to its competitors, suppliers, customers and
anyone else who might give them information that helps to assess whether the
investment is a good one. Every investment in every portfolio is selected on
its merit and ability to contribute to a better return. The same can be said
of its employees, who are encouraged to take intelligent risk in order to
make small improvements that cumulatively improve the business. Fidelity is
independent, not a subsidiary of a big bank or other institution, and is
privately owned. This means that it can take long-term investment decisions
rather than chase the next quarterly results as a listed company might.
Fidelity believes its independence is a considerable advantage that benefits
its customers. As well as investment management, Fidelity distributes the
funds of other managers through its FundsNetworkTM platform, administers
pension schemes, and has interests in various other enterprises in Europe and
Asia. For further information please visit www.fidelityrecruitment.com
About HNW
The team was established in 1990s in order to provide mutual fund investment
service to high net worth investors. Currently the team has 9 full-time staff
members in Taipei, 2 in Taichung, and 2 in Kaohsiung. The current business
priority is to provide total-solution service by integrating Fidelity funds
with third party products. Also, the team is now focusing on deepening client
relationships through a series of loyalty programs to enhance sales productivity consistently.
Purpose of your role
This year, HNW team will have three important projects on line .ASP project
is on April 1. KYP project is on May1. NTD project is on Jun 1. Provide the
sales administrative support for completing ASP、KYP、NTD projects of Retail
HNW Sales Team, including paperwork preparation for account opening,
maintenance, stock transfers, and producing/updating regular status reports
for the management team and the regulator’s review. Provide administrative
support for high net worth team to help enhance overall sales productivity.
Your key accountabilities
1. Provide administrative assistance to the HNW Sales Team
2. Support the UAT testing of ASP、KYP、NTD projects
3. Support sales in phone deal and fax deal
4. Support HNW sales in preparing documents for account openings and
maintenance
5. Perform UAT for the required changes of ASP、KYP、NTD projects
6. Print and file clients’ Gain & Loss Reports
7. Prepare tracking reports for the status update
8. Back up HNW sales through answering client phone calls
9. Collect fund/market related information based on client request
10. Support client service/seasonal marketing program
11. Support new product promotional activities
12. Any other related operational tasks
13. Participation in projects as directed
Your skills and experience
1. Professional knowledge on Excel, Word and PowerPoint
2. Detailed-oriented with high standard of accuracy
3. Accurate and numerate
4. Communication skill/administrative experience
5. Data collection capability/financial market Knowledge
6. Good organizational skills
7. A team player and able to work under pressure and to tight deadlines
8. Able to work independently, show initiative and take full
responsibility for completion of duties
9. Nice have license of BP or Senior brokerage license
工作時間是周一到周五 9:00am~5:30pm (六個月)
需要高業證照
中英文履歷請先寄至b97703044@ntu.edu.tw
謝謝~
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