Assistant Onboarding Manager, Client Operations (Taiwan Based)

Invesco

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profile Job Location:

Taipei City - Taiwan

profile Monthly Salary: Not Disclosed
Posted on: 17 hours ago
Vacancies: 1 Vacancy

Job Summary

About Invesco

As one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.

Whats in it for you

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

  • Generous annual leave plus flexible paid time off

  • Hybrid work schedule

  • Learning and development programs

  • Health & wellbeing benefits

  • Parental Leave benefits

  • Employee stock purchase plan (if applicable in your region)

Job Description

Department Description: Client Operations (CO) offers investments sales marketing and client support services to Invescos clients through its global client communication platforms and its stewardship of centrally distributed data e.g.

  • Product/client reporting
  • Client transition management into segregated and pooled funds
  • Bespoke reporting to clients consultants and external data vendors
  • Key global distribution services business project management controls and systems enhancement

Job Summary:The team will provide the Taiwan and AP business with excellent institutional client take-on/product launch support.

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:

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Required Experience:

Manager

About InvescoAs one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our ...
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Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more

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