Assistant Manager, Client Onboarding (Taiwan Based)
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About the role
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. Requirement for the Role : 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office. 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. Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies