Who You’ll Work With:
This role supports the coverage of Taiwan institutional clients, with an initial focus on offshore investment solutions and progressive development toward broader institutional sales responsibilities, including potential involvement in Taiwan mandates over time. The candidate will work closely with Sales, Business Development, Product, and Investment teams to deliver high-quality client engagement, relationship management, sales execution, and internal coordination.
This role will report to the Manager, Client Relations, Asia ex-Japan, Client Group who is based in Hong Kong and this role will be based in Taipei.
What You’ll Do:
Offshore Product Sales
Support positioning and distribution of offshore investment solutions including fixed income and multi-asset
Assist in preparing and delivering product presentations
Respond to client queries on performance and positioning
Internal Coordination
Work closely with Senior Advisors, Client Service team, Portfolio Managers (PMs) and Portfolio Management Groups (PMGs), Product Specialists, Legal, Compliance, and Operations
Coordinate timely response to client requests and ensure alignment across investment, sales, and support teams
Client Coverage & Relationship Support
Support day-to-day coverage of Taiwan institutional clients including insurance companies, pension funds, banks and asset managers
Participate in client meetings, portfolio reviews, and follow-ups
Build understanding of client portfolios and investment objectives
RFP, Pitch & Sales Execution
Prepare pitchbooks, presentations, and RFP/RFI responses
Utilize Microsoft tools (Excel, PowerPoint, Word, including Copilot) to deliver high-quality materials efficiently
Support pipeline tracking and internal reporting
Market Intelligence & Sales Support
Monitor Taiwan institutional market developments and competitor trends
Support preparation for client meetings and strategic discussions
Team Collaboration
Build strong working relationships across Taiwan and regional Asia ex-Japan teams
Contribute to a collaborative, execution-focused team environment
What We’re Looking For:
At least 2 years in institutional sales, client service or product specialist roles within asset management, banking or insurance
Eligibility to meet Taiwan KYP registration requirements, including any required securities and investment-related licensing and professional examinations.
Strong interpersonal and communication skills
Ability to manage multiple deliverables and timelines
Proficiency in Microsoft Excel, PowerPoint, Word; familiarity with Copilot is a plus
Basic understanding of asset allocation, fixed income, equity, alternatives and multi-asset strategies
Fluent in English and Mandarin (spoken and written)
Taipei City, Taiwan