Purpose of your role
This role is responsible for client servicing for Taiwan Wholesale business. The jobholder has to work closely with Taiwan Wholesale Sales team, Global Distribution Operations team and other teams to perform client-servicing and middle-office operational tasks.
As the Taiwan Distribution Services team is also responsible for some regional
tasks, the jobholder needs to work closely with the Distribution Services teams in
Hong Kong, Korea, and Singapore as well.
Perform client servicing activities locally including handling of in-bound calls and email inquiries from clients
Liaising with clients for NIGOs (Not-in-good-orders) instructions
Perform middle-office operational tasks such as account opening documents pre-view and dealing order checking Assist with all operational problem and issue resolution
Draft and update operational procedures
Prepare management reports
Support system enhancements and testing
Prepare fund onboarding template for distributors
Handle fund information related inquiries
Prepare client reports
Participate in projects and initiatives as directed
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