Assistant Manager, Client Onboarding; Taiwan

Job Title

Institutional Client Take-On/Product Launch Support

• Work closely with clients, custodians or external transition managers as well as key internal partners, for example Sales, Client Relations, Investments, Legal, Compliance, Finance and Operations etc. to ensure the effective take-on of globally managed mandates that are primarily sourced from institutional clients within AP.
• Work closely with trustees, administrators, custodians and key internal partners to launch products in the AP region.
• Coordinate change management events such as the transition of existing institutional clients from one custodian to another or legal documentation amendments
• Identify improvements in the above processes and recommend/implement (where possible) changes in those processes.

• Require a university degree ideally in Accounting, Finance or Business area of concentration.
• Minimum 4 years of experience in asset management industry or financial services firm, with transitions/onboarding experience highly desirable.
• Good understanding/knowledge of:
  The asset management industry, All investment and support functions, e.g. Legal, Compliance, Investment, Operations etc. Unit trust and segregated account operations
• Good written and verbal communication in English and Chinese.
• Good interpersonal skills for liaison with internal departments team heads
• Excellent communication skills
• Confidence to manage conference calls
• Self-managing and proactively prioritize his/her work
• Proactive attitude to change/implement new processes
• Able to work under pressure and autonomously
• Keen eye for accuracy and detail
• Strong team player
• Securities Investment Trust & Consulting Professionals OR Senior Broker License

How to Apply:

• Apply for the role directly here or at Invesco Careers:
  Careers at Invesco | APAC.

To know more about us:

• About Invesco:
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• About our CR program:

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.