Assistant Manager, Client Onboarding (Taiwan Based)
Core
Provide institutional client take-on and product launch support for the Taiwan and AP business, managing transitions and coordinating with internal partners and external custodians.
Role type
Assistant Manager, Client Onboarding
Builds
Client onboarding processes and product launches for institutional mandates in the AP region
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Asset management industry knowledge, Unit trust and segregated account operations, transition management, stakeholder coordination, process improvement, accuracy and detail
Preferred skills
Securities Investment Trust & Consulting Professionals license, Senior Broker License
Technologies
N/A
Responsibilities
Coordinate change management events such as custodian transitions and legal documentation amendments, work with trustees and administrators to launch products, identify and implement process improvements
Seniority
Mid-level, hands-on IC