דרושים Client Services Account Manager - Payments Analyst ב-גיי פי מורגן ב-Taiwan, Taipei

Job Responsibilities

• Take part in project managing new account onboarding’s for Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates and additionally manage lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.
• Act as the point of contact with and for the Client during the end-to-end onboarding timeline. At the point of new business win, you will be introduced as the onboarding specialist lead and you will be responsible for end-to-end Client engagement, coordination and management until funding.
• Lead internal stakeholders and external Client meetings to ensure events are effectively scoped, managed and delivered within agreed timeframes providing an excellent level of Client service.
• Complete and maintain event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents. Additionally, perform control checkpoints and authorization of Client mandates prior to launch.
• Collaborate effectively across internal teams to leverage expertise, products and service delivery. Lead on business support initiatives including representation at Control Committee Meetings or through the New Instrument Approval process.
• Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks.
• Support the global client onboarding teams to develop best practice standards and consistency and Identify ways to improve processes/procedures to enhance the Client experience.
• Manage the onboarding process including Investment Management Agreements, account opening and set-up, communication with client and other third parties.
• Coordinate Know Your Customer (KYC) (onboarding) in partnership with Client Advisors, Client Service teams and Compliance teams.
• Support various type of product account opening and onboarding, e.g. segregate mandate account, fund account, alternative product account.

Required qualifications, capabilities, and skills

• Able to clearly and effectively communicate with clients, both verbally and in writing. This includes active listening, understanding client needs, and conveying information in a way that is easy to understand.
• Building and maintaining positive relationships with clients is essential. This involves being empathetic, patient, and approachable. Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.
• Excellent time management skills.
• Collaborating with other team members to provide comprehensive client support.
• A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment.
• Trade flow knowledge from event inception, trade execution through to operational settlement. A strong understanding of Fund Accounting, Transfer Agency and Custody knowledge.
• Project Management experience with the ability to manage initiatives concurrently end to end.
• Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions.
• Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation.
• Strong MS Office skills including Excel, Word, Visio and PowerPoint and ability to use web-based technology effectively.
• Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required.

Preferred qualifications, capabilities, and skills

• Asset Management or relevant Investment Banking, Wealth Management experience.
• Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx.
• Flexible/ability to adapt to change
• Other qualifications: SITCA License, Senior Brokerage License, Trust License or readiness to take the necessary exams is required.

You will become familiar with the fund strategies and an expert in the portfolio implementation system. Your role requires following trade ideas through from the point a portfolio manager selects a stock to the conclusion of the trade and dealing with subsequent cash and operational requirements. Additionally, you could be expected to play an important role in the operational set-up and launch of any new products on the desk.

Job responsibilities:

• Manage multi-portfolios/accounts.
• Implement overseas funds advisory model/instruction to onshore portfolios.
• Develop and communicate within the Emerging Markets and Asia Pacific (EMAP) team.
• Prepare documentation related to portfolio investment decisions.
• Handle cash management, including FX hedging policies.
• Monitor portfolios for compliance with guidelines and restrictions.
• Conduct pre-trade compliance checks and input trades onto Spectrum PI.
• Produce ad hoc/daily/weekly/monthly reports for TW local PM.
• Provide input/suggestions for projects to improve desk operations efficiency, and manage ad-hoc projects to streamline and improve the accuracy and efficiency of the implementation process.
• Build relationships with departments to resolve problems/queries efficiently.
• Assist in setting up new accounts/funds with dummy cash injection, new securities/IPOs/Placings in Spectrum PI for trading.

Required qualifications, capabilities, and skills

• Holder of a relevant University bachelor’s degree and at least one of Senior broker/SITICA license.
• Minimum of 2 years of overseas fund portfolio management working experience.
• High level of numeracy, attention to detail, and risk awareness with a control-oriented mind-set.
• Assertive with strong communication skills and a flexible attitude in supporting people based in different time zones.
• Highly focused, maintaining a consistently high level of concentration and attention to detail, able to work accurately under pressure, within tight deadlines, and effectively prioritize workflow.
• Pro-active approach to work to prevent problems occurring, with a questioning nature that challenges anomalous figures or procedures.
• Native Mandarin fluency and written and verbal fluency in English.
• Willing to accept high responsibility and driven to achieve excellence.

Preferred qualifications, capabilities, and skills

• Knowledge of ETF products and related AP order process
• Knowledge of the Back-Office functions and the life cycle of an equity trade
• Preferably to advanced Excel level, VBA understanding

Job responsibilities

• Be equipped with solid capability to communicate financial markets and fund products in terms of the investment philosophy, investment strategy, portfolio construction, performance contribution and other matters relevant to the product.
• Communicate professional information in different client & channel languages. Clients refer to internal sales, direct clients, channel financial advisors and institution clients. The candidate should be able to present necessary information in both written and spoken context, and therefore promote products to generate sales and grow AUM.
• Possess great communication and team working for coordination
• Work effectively and proactively with the team and all internal parties
• Act as a team player to achieve overall business objectives

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Finance or related discipline
• At least 3 years of working experience in financial industry
• Excellent verbal and written communication skills
• Fluent in spoken and written Chinese, conversational spoken and written English
• SITCA License, or Senior Brokerage License is a must
• Self-motivator, achiever, goal getter and able to work independently with multitasks

Preferred qualifications, capabilities, and skills

• Experienced in product communication of mutual funds
• CSIA or CFA qualification

As an Associate / Analyst Client Advisor in the Taiwan Direct Business, you will actively provide investment solutions to established clients and look for new and innovative ways to build our client base. Using our market-leading technology and client database, you will identify new business opportunities and bring cutting-edge solutions to our clients.

Job Responsibilities

• Take ownership of business results, achieve business target and KPIs, and develop and implement strategies that drive business growth and success
• Propose and discuss strategies with internal teams, prepare online promotional materials, and execute online sales activities
• Perform competitor analysis and user feedback session to keep abreast with latest market invest-tech knowledge and continuous improvement on e-trading platform
• Work effectively with different internal parties, consolidate and coordinate internal opinions, and drive the implementation of business projects
• Build and deepen strong business partnerships with assigned online distributors, such as online fund platforms and virtual banks, and construct a long term business plan
• Monitor and evaluate e-trading platform business deliverables and benefit by management report preparation
• Maintain the highest standards in business ethics and comply with internal guidelines

Required Qualifications, Capabilities, And Skills

• University graduate in Business, Finance and/or related discipline with a minimum of 3 year of experience in financial industry
• Good team player whilst able to work independently
• Strive for excellence; able to work under strong pressure
• Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)
• Spoken and written fluency in Chinese and English
• Strong interpersonal and presentation skills
• Obtain local regulatory license, i.e. SITCA Sales, or Senior Securities Specialist

Preferred Qualifications, Capabilities, And Skills

• Experience in e-commerce industry
• Professional qualifications such as CFA

As an Analyst in the Taiwan Intermediary Business, you will actively engage with established clients and look for new and innovative ways to build our client book. Using our market-leading technology and CRM system, you will create detailed client contact that help our Sales and Investment teams identify new opportunities and bring cutting edge solutions to our clients.

Job responsibilities:

• Build and deepen strong business partnerships with assigned intermediaries (mainly in the retail platform like retail banks, international life companies, IFAs) and construct a long term business plan
• Communicate proactively with all levels of clients (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities
• Maintain the highest standards in business ethics and comply with internal guidelines.
• Understand and analyze industry development and translate into business opportunity
• Prepare business report and handle business agreement related issues
• Work effectively with different internal parties and able to present on the team’s behalf
• Be a team player to achieve overall business objectives, i.e. sales targets and other KPIs

Required qualifications, capabilities, and skills:

• University graduate in Business, Finance and/or related discipline with a minimum of 1 year of experience in financial industry
• Good team player whilst able to work independently
• Strive for excellence; able to work under strong pressure
• Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)
• Spoken and written fluency in Chinese and English
• Strong interpersonal and presentation skills
• Obtain local regulatory license, i.e. SITCA Sales, or Senior Security Sales

Preferred qualifications, capabilities, and skills:

• Experience in insurance product
• Professional qualifications such as CFA