Associate, TW Wealth Sales

About this role

Team Description:

Taiwan Client Business team serves various clients, including distributors and non-distributors across client segments, by providing investment solutions and services across asset classes.

The role:

We are seeking an experienced Wealth team Associate to strengthen our relationship with some of the key clients, execute business plans, as well as support new business development activities.

The role would offer an opportunity to work with the clients across the broadest possible set of investment products. The firm will support the successful candidate with training on product knowledge, relationship management skills, processes & systems.

Job Purpose/ Responsibilities

• Understand the competitive landscape, build and deepen strong business partnerships with distributors, and position BlackRock products to win market share
• Develop and execute business plans to achieve qualitative and quantitative goals
• Explore sales and promotional activities to achieve sales target
• Provide and deliver presentations for workshops, seminars and client meetings as appropriate to represent BlackRock
• Work with BlackRock internal partners and resources (marketing, product specialists, sales desk, etc.) to augment efforts in the field
• Take ownership of a designated product and serve as the primary point of contact. Regularly update relevant materials and provide the team with valuable sales insights. Maintain ongoing communication with the investment team on a regular basis.
• Experience in alternative investment sales, insurance company coverage, and ETF capital raising/distribution will be considered a plus.

Qualifications

• 4-8 years as an experienced investment professional is preferred
• Bachelor’s degree and local securities license is required, MBA/CFA is preferred
• Proficiency in Microsoft Office Suite (Excel, Power Point, OneNote, etc.)
• Self-motivated individual, with a commitment to excellence
• Strong overall sales acumen and analytical skills
• Strong interpersonal and presentation skills
• Ambitious work ethic, professional disposition, detail–oriented, good team player, and a passion for investments
• Ability to build relationships and influence people at all levels and functions; can work through difficult problems and in conflict situations
• Flexibility in work schedule and willingness to travel when required

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.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

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.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

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.