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Moteur de recherche d'offres d'emploi Amundi

Retail Client Servicing Manager M/F


Vacancy details

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

2024-89818  

Publication date

24/05/2024

Job description

Business type

Types of Jobs - Operations

Job title

Retail Client Servicing Manager M/F

Contract type

Permanent Contract

Expected start date

01/07/2024

Management position

No

Job summary

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

Supplementary Information

Work Location: Taipei City, Taiwan

Position location

Geographical area

Asia, Taiwan

City

  Taipei

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

The Securities Investment Trust and Consulting Professionals

Level of minimal experience

3-5 years

Experience

• Experience within client service/sales support/operations
• Knowledge on operation of mutual funds
• Good organization and communication skills

Required skills

The ideal candidate must demonstrate ability to:
Ø   work well with colleague and build relationships with clients

Ø   take active measures to solve problems

Ø   commit to a high level of service

Ø   Capable of handling multi-task

Technical skills required

• Proficiency in Microsoft Office (Word, Excel, Outlook)