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

• Degree holder in finance, business, economics, or related discipline.

• 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.

• CMFAS qualifications with a valid MAS Representative License.

• 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).