Client Advisor

Taiwan, Taiwan, Taiwan • Posted May 31, 2026

Job Type: Full time

Location: Taiwan, Taiwan

Posted: May 31, 2026

Category: Business Operations Specialists

Application Deadline: July 10, 2026

Role Description

Role Overview:
Managing the distributors assigned to negotiate the sales campaigns and build the assets
Promoting the Company’s products through multiple sales activities including meetings, seminars and workshops
Effectively conduct advisor trainings to train advisors to understand the Company’s products
Prepare the sales promotion proposals for regular sales campaigns
Achieve the pre-determined sales and AUM targets assigned by the Company
Gathering marketing intelligence from distributors to share other functional team internally
The ideal candidate should possess the following attributes:
Degree in a business, economics, finance and/or related discipline
SITCA licensed sales professional
Strong presentation and excellent interpersonal communication skills
CFA, CAIA, FRM and/related qualifications is a plus
Fluent in both Chinese and English - verbal and written
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