About this role
BlackRock’s ETF and Index Investments (EII) team manages more than $2.5 trillion in global passive and Smart Beta assets across Global Developed Markets, Emerging Markets, Commodities and REITs.
The group offers passive and enhance index investors one of the industry's broadest arrays of investment choices. Our clients include corporate pension plans, public pension plans, retail clients, central banks, sovereign wealth funds and other institutional investors.
Role Description :
The role is responsible to support Asia Pac iShares business development with a focus on daily Taiwan client servicing under APAC ETF Sales team.
This encompasses client relationship management with a main focus across financial institutional clients in the region.
Work with the Head of Division and the team to promote the benefits and extending the usage of iShares within the all segments in Taiwan including insurers, asset managers, government funds, banks, and security houses.
Structure and run a high quality daily client service model. Proactively deliver relevant content and product information tied to research, market insights, and ideas targeted to our different clients and segments through regular client engagement activities.
Ensure frequent high quality dialogue and develop relationships with existing and potential clients including portfolio managers, asset allocators, and trading desks in institutions such as AMs and insurers.
Raise the profile and usage of iShares products within the targeted client segments. Deliver AUM and revenue targets for the business within the channels in the region.
Orchestrate a team-based approach and leverage the Firm’s resources at appropriate times in the sales cycle, in order to broaden and deepen the usage of iShares.
Work within the iShares and wider BlackRock Asia teams to identify and target existing and potential clients. Understand each client’s due diligence process and investment requirements and develop a strategic relationship with relevant gatekeepers through active coverage.
Provide and deliver presentations for workshops, seminars and individual client meetings as appropriate to represent iShares and build a broader understanding and usage of iShares.
Monitor ongoing client structure, investment objectives, benchmarks, progress and holdings. Provide top market intelligence to help guide regional strategy, current product enhancement efforts, as well as new product development initiatives.
Work closely with the global & regional iShares and BlackRock teams to unlock the potential within Asia and co-ordinate cross-selling opportunities within BlackRock group.
Qualifications / Experience Required :
2-5 years of experience in the financial industry. Solid book of business and client relationships preferably with institutions, expecially insurers.
Native Mandarin and Fluent English speakers.
Sales, product research, or investment team experience gained from working in a high quality financial firm selling ETFs, mutual funds, cash equities, or fixed income products are preferred.
Proven expertise in promoting investment products to sophisticated clients. Individuals should have extensive experience in dealing with clients.
Relevant client relationships a preference.
Demonstrate a thorough understanding of the processes and platforms in the business model of clients.
Understanding of product set preferably ETFs, mutual funds, and mandate business.
Experience with index or index linked fund products and / or structured / derivatives products is an advantage.
Understanding of the regulatory requirement in the region and sense of the medium and long-term opportunities for iShares.
Self-motivated individual, with a commitment to excellence.
BA / BS degree in related field from top universities; MBA or CFA is preferred.
Outstanding relationship management skills, experience, and ability to become a trusted client advisor.
Strong time management, interpersonal skills, and presentation skills.
Strong team player, who is able to collaborate credibly internally in order to leverage the Firm’s resources locally as well as globally.
Professional integrity and loyalty.
Licensing : Type 1 and 4 (can be obtained on the job)
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals.
As of December 31, 2019, the firm managed approximately $7.43 trillion in assets on behalfof investors worldwide.