Client Services Manager

Role Purpose 

To act as the first point of contact for all communications with offshore institutional customers, to provide a reliable link between the customers and various sections and departments of the Bank, to promote domestic custody and clearing, and other banking services to Institutional customers, to assist customers In obtaining investment approvals, to provide market news updates and impact analysis to customers, and to ensure service quality and customer satisfaction in order to maximize profitability for the Bank.

People Responsibility : No

Report To : SVP Client Services, Domestic Custody and Clearing, Markets and Securities Services Taiwan

<Job Content> 

1) Acting as the first point of contact for all communications with offshore and local institutional customers;
2) Providing a reliable link between the customers and various sections and departments of the Bank;
3) Promoting custody and other banking services to foreign investors (FINIs) and global custodians customers;
4) Preparing market news updates, due diligence materials and impact analysis to custody clients; and
5) Ensuring service quality and customer satisfaction in order to maximize profitability for the Bank.

<Skills Requirements> 

1) University or above graduated, major in business preferred

2) 3 to 5 years in securities industry, or in commercial/institutional banking, servicing foreign institutional customers

3) Excellent English spoken and written communication skills

<License/Qualification Requirement> 

1) Qualified Trust Personnel license

※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.