General information
Entity
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.
Reference
2024-89997
Publication date
30/05/2024
Job description
Business type
Types of Jobs - Sales / Customer Service
Job title
Client Servicing Manager M/F
Contract type
Permanent Contract
Expected start date
15/07/2024
Management position
No
Job summary
• 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
Position location
Geographical area
Asia, Taiwan
City
Taipei
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Level of minimal experience
3-5 years
Experience
• Experience within client service/sales support/operations
Required skills
• The Securities Investment Trust and Consulting Professionals
Technical skills required
• Experience within client service/sales support/operations
• Knowledge on operation of mutual funds
• Good organization and communication skills
Languages
Mandarin, English