Institutional Client Relations Associate
Core
Support coverage of Taiwan institutional clients with an initial focus on offshore investment solutions, evolving into broader institutional sales responsibilities.
Role type
Associate, Institutional Client Relations
Builds
Offshore investment solutions including fixed income and multi-asset products for institutional clients
Domain
Asset Management / Institutional Sales
Deliverable
client delivery
Required skills
institutional sales, client service, product specialist, RFP/RFI response, pitchbook preparation, market intelligence, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, asset allocation, fixed income, equity, alternatives, multi-asset strategies
Preferred skills
Microsoft Copilot
Responsibilities
Support positioning and distribution of offshore investment solutions, prepare and deliver product presentations, respond to client queries on performance and positioning, coordinate timely response to client requests, support day-to-day coverage of Taiwan institutional clients, participate in client meetings and portfolio reviews, monitor Taiwan institutional market developments and competitor trends
Seniority
Associate, entry-level IC
