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BlackRock Analyst, Taiwan Wealth Sales Support in Taipei City, Taiwan

About this role

Team Description:

The Sales Support team partners with the Wealth team and stakeholders to ensure that the client strategy, servicing needs of our clients, local regulatory requirements are understood and implemented which aligned with the operational teams across BlackRock. In the meantime, The Sales Support team also works with Wealth Leaderships on Business Management related items (budget, management report, risk governance, etc).

Responsibilities :

The successful candidate will :

  • Work with sales relationship manager to facilitate client event and client engagement activities.

  • Assist sales relationship manager in responding day-to-day client administrative inquiries through emails and calls.

  • Assist the complying process of sales & marketing material where necessary.

  • Play a role in operations / management-related local, regional projects to bring impact to local Wealth team.

  • Leverage corporate AI toolset and play a key role in building automation templates for Wealth team, optimizing efficiency in preparing fund, sales, and management related materials.

  • Partner with relevant stakeholders and play role in client communication when executing necessary client-related onboarding procedure, including client commercial / FDP agreement, distributor KYC refresh, custodian DD, etc.

  • Prepare Wealth team documents for statutory audit, corporate audit and regulatory inspection.

  • Assist in gatekeeping of Wealth team relevant policies & process, delivering regular trainings to Wealth team members.

Requirements:

  • Must: SITCA licensing (Senior Securities Specialist or Securities Investment Trust & Consulting Professionals) is required

  • Strongly preferred: programming skill, especially Excel VBA

  • Good proficiency in Excel & PowerPoint, with an ability to navigate and interpret multiple datasets

  • 2+ years of prior experience in asset manager / financial industry is a plus

  • Ability to manage multiple projects simultaneously in a fast-paced environment

  • Flexible and proactive with a keen attention to detail

  • Excellent interpersonal skills and the ability to build relationships effectively

#EarlyCareers

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock (http://careers.blackrock.com/) | Twitter: @blackrock (https://twitter.com/blackrock) | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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