Assistant Manager, Client Onboarding (taiwan Based)

Invesco UK

Taiwan
Not specified; not specified; comprehensive compen...
Hybrid (4 days in-office, 1 day remote)
4+ years asset management experience
English and chinese bilingual communication
Unit trust and segregated account operations knowledge
Invesco UK is seeking an Assistant Manager for Client Onboarding based in Taiwan, responsible for managing the onboarding process for institutional clients and product launches in the Asia-Pacific region. The ideal candidate will possess a university degree in Accounting, Finance, or Business, along with at least four years of experience in asset management or financial services, particularly in transitions and onboarding

Job Summary

  • The role involves working closely with clients, custodians, and internal partners to ensure effective take-on of globally managed mandates sourced from institutional clients within AP.
  • Invesco offers a comprehensive benefits package including generous annual leave, hybrid work schedules, learning programs, and health & wellbeing benefits.
  • Candidates must coordinate change management events such as transitioning clients between custodians or amending legal documentation while identifying process improvements.

Matching Summary

Match Score: 85

Invesco UK is seeking an Assistant Manager for Client Onboarding based in Taiwan, responsible for managing the onboarding process for institutional clients and product launches in the Asia-Pacific region. The ideal candidate will possess a university degree in Accounting, Finance, or Business, along with at least four years of experience in asset management or financial services, particularly in transitions and onboarding.

Salary

Not specified; Not specified; Comprehensive compensation and benefit offerings including stock purchase plan

Skills & Requirements

Must-have

  • 4+ years asset management experience
  • English and Chinese bilingual communication
  • Unit trust and segregated account operations knowledge
  • Experience with client transitions and onboarding
  • Knowledge of legal compliance and investment functions

Nice-to-have

  • Proactive attitude to process improvement
  • Strong interpersonal liaison skills
  • Ability to manage conference calls autonomously
  • Keen eye for accuracy and detail
  • Experience with global distribution services

Key Requirements

  • University degree in Accounting, Finance, or Business
  • Minimum 4 years of experience in financial services
  • Securities Investment Trust & Consulting Professionals OR Senior Broker License
  • Fluency in written and verbal English and Chinese

Work Rights

Not specified

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