Permanent Contract

Retail Client Servicing Manager M/F

Modified on 24/05/2024

  • Taipei - Taiwan
  • Operations
  • 2024-89818

Job description

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

Complément

Work Location: Taipei City, Taiwan

    • Starting date
    • 01/07/2024
    • Position with management
    • No
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • The Securities Investment Trust and Consulting Professionals
      • Experience within client service/sales support/operations
      • Knowledge on operation of mutual funds
      • Good organization and communication skills
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
    • The ideal candidate must demonstrate ability to:
      Ø   work well with colleague and build relationships with clientsØ   take active measures to solve problemsØ   commit to a high level of serviceØ   Capable of handling multi-task
    • IT tools
    • • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • 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

Retail Client Servicing Manager M/F

Published the 24/05/2024

Permanent Contract
  • Taipei - Taiwan
  • Operations
  • 2024-89818

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