Sales Assistant

Posted 12 Days Ago
Be an Early Applicant
Taipei City
Mid level
Fintech • Financial Services
The Role
The Sales Assistant will support the Wealth/Retail business development team, focusing on client meetings, reporting, and administrative tasks.
Summary Generated by Built In

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Summary

The successful candidate will support the Wealth/Retail business development team. The ideal candidate will provide day to day support to the team, client servicing and regular liaison between Asia’s Global Business Development Team. 

Primary Responsibilities

  • Support Taiwan Sales/Business Development Team on:

1. Conducting client meetings and events preparation

2. Maintaining Sales Team Calendar timely. Report preparation for both internal and external clients.

3. Maintaining a high level of Barings process and procedure knowledge.

4. Complying with the standards as laid down in Barings’s procedure manuals.

5. Preparing and processing expenses for the team.

  • Assist and collaborate with Client Servicing on:

1. Fund onboarding liaison work with clients.

2. Providing professional responses to clients’ incoming requests and/or ensuring all these enquiries are passed to the appropriate staff/department.

3. Regular and ad-hoc client reporting.

  • Administration Support:

1. To assist on regional office matters whenever requested.

2. To be responsible for logistic matters for overseas visitors.

3. To be responsible for updating the itinerary for overseas visitors.

  • Liaise with Marketing Team on marketing events and marketing materials.

  • Fulfil additional, relevant, tasks appropriate to the role and business requirements.

Qualifications

  • Proficient in English. Excellent written and verbal communication skills in Chinese and preferably in English

  • Minimum of 4 years of experience with supporting role in similar industry and local securities license is required

  • Highly proficient in Microsoft Office - Word, Excel and PowerPoint

  • Positive attitude and a high level of professionalism

  • Attention to details and handle tight deadlines

  • Good organising and project management skills.  Able to handle multi-tasks

  • Self-motivated.  Can work independently as well as in a team

  • Resourceful, with a “can do” work attitude

  • Highly flexible towards work requirements

  • The desire to work in a challenging, complex, fast-paced, high-pressured environment

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

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The Company
HQ: Charlotte, NC
1,777 Employees
On-site Workplace

What We Do

Barings is a $382+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. *Assets under management as of 6/30/21

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