General information
Entity
Amundi, the leading European asset manager, ranking among the top 10 global players [1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets.
With its six international investment hubs [2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.
Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets [3].
Amundi, a trusted partner, working every day in the interest of its clients and society
[1] Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021
[2] Boston, Dublin, London, Milan, Paris and Tokyo
[3] Amundi data including Lyxor as at 31/03/2022
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Reference
2024-89821
Publication date
24/05/2024
Job description
Business type
Types of Jobs - Sales / Customer Service
Job title
Senior Sales M/F
Contract type
Permanent Contract
Expected start date
01/07/2024
Management position
Yes
Job summary
1) The candidate would assist Head of Retail Sales to manage the assigned Retail Sales members with a detailed sales action plan (broken down by prospects and proposed strategies and best estimate by quarter) to achieve the predetermined sales target, and coach and develop talents of Retail Sales.
2) The candidate would not only conduct the effective sales campaigns with assigned Retail Sales members, but also be capable of independently pitching and winning the deals from assigned distributors.
3) The candidate should work closely with Head of Retail Sales to track sales costs spending versus gross sales/net sales retention rate, and effectively utilize resources, including marketing campaign sponsorships, business travels and marketing budget spent on client attendance at events and clients entertainments, to get the most value and in line with market practice and compliance.
4) The candidate should be willing partner with Head of Retail Sales to figure out solutions with cross functions (e.g. Marketing, Product Development and Management, Business Operations and Client Servicing, Finance, Legal, Compliance etc.), to not only solve the problems, but also build up effective way on daily sales actions.
5) The candidate should collect market intelligence and competitor information, such as sales strategies, sales action plans, product plans, incentive schemes etc., to Head of Retail Sales, to strategize and enrich our effective sales campaigns towards distributors, to beat over our competitors
6) The candidate would be back up for Head of Retail Sales to share the sales strategies, sales plans, market intelligence and competitor analysis, to Global and Asia Retail Sales members.
7) The candidate would ensure to follow the local regulation, internal policies and guidelines, and fulfills the required training hours by Amundi internal guideline and SITCA
Position location
Geographical area
Asia, Taiwan
City
Taipei
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Degree in Business Administration, Economics or Finance with over 10 years of retail sales experience in a sizable investment/asset management firm in Taiwan
Level of minimal experience
11 years and more
Experience
Must demonstrate a proven sales track record and close relationship with distributors. The candidate fully understands the business/sales models of assigned distributors.
A good team player capable of building strong and trusted internal working relationships across businesses and other supporting functions in order to achieve the sales results
Strong client focus and clearly understand the needs of distributors
Strong and effective project management focus and with the ability to multi-task and render solid back up support to all internal parties
Analytical and presentable for effective and professional communication towards internal and external parties
Required skills
CFA, FRM, CAIA or other investment related qualification is preferred
SITCA registration license/qualification for channel sales is mandatory
Technical skills required
MS office, Lipper, Bloomberg, is preferred
Languages
Mandarin, English
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