Assistant Manager, Client Onboarding (Taiwan Based)

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Assistant Manager, Client Onboarding – support Taiwan & AP clients at Invesco, managing transitions and product launches.

Enjoy hybrid work, generous benefits, and growth opportunities in a global investment leader.

Assistant Manager, Client Onboarding (Taiwan Based)

Location

Description

Description: About Invesco As one of the world’s 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 you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What's in it for you?

• Generous annual leave plus f lexible 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)

Department Description

Department Description: Client Operations (“CO”) offers investments, sales, marketing and client support services to Invesco’s 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

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

About the Role

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

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

To know more about us

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 / Part Time Full time

Worker Type

Worker Type Employee

Job Exempt (Yes / No)

Job Exempt (Yes / No) Yes

Workplace Model

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.

Legal Notice

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, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.