Permanent Contract

Client Servicing Manager M/F

Modified on 30/05/2024

  • Taipei - Taiwan
  • Sales / Customer Service
  • 2024-89997

Job description

• Experience on client services and client on boarding in the financial industry
• Provide the support and advice for sales and onshore/offshore team
• Handle the day to day external phone call from distributors and individual
• Comply with the regulations, guidelines and SOP
• Assist in account opening, AML, screening, review, reporting, record update
• Knowledgeable on the regulatory requirements of KYC requirements

    • Starting date
    • 15/07/2024
    • Position with management
    • No
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • Financial Industy
      • Experience within client service/sales support/operations
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
    • • The Securities Investment Trust and Consulting Professionals
    • IT tools
    • • Experience within client service/sales support/operations
      • Knowledge on operation of mutual funds
      • Good organization and communication skills
    • Languages
    • Mandarin, English
  • Amundi, the leading European asset manager, ranking among the top 10 global players [1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs [2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets [3]. Amundi, a trusted partner, working every day in the interest of its clients and society [1] Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021 [2] Boston, Dublin, London, Milan, Paris and Tokyo [3] Amundi data including Lyxor as at 31/03/2022 By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Amundi
Amundi
Amundi

Amundi

Client Servicing Manager M/F

Published the 30/05/2024

Permanent Contract
  • Taipei - Taiwan
  • Sales / Customer Service
  • 2024-89997

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