Institutional Client Relations Associate

About the role

This role supports the coverage of Taiwan institutional clients, initially focusing on offshore investment solutions and moving toward broader institutional sales responsibilities, including possible involvement in Taiwan mandates over time. It reports to the Manager, Client Relations, Asia ex-Japan, Client Group based in Hong Kong, and is based in Taipei. The associate works closely with Sales, Business Development, Product and Investment teams.

Key responsibilities

• Support positioning and distribution of offshore investment solutions, including fixed income and multi-asset products, and help prepare and deliver product presentations
• Respond to client queries on performance and positioning
• Coordinate with Senior Advisors, Client Service, Portfolio Managers, Product Specialists, Legal, Compliance and Operations to align investment, sales and support teams
• Cover Taiwan institutional clients such as insurance companies, pension funds, banks and asset managers, taking part in client meetings, portfolio reviews and follow-ups
• Prepare pitchbooks, presentations and RFP/RFI responses, using Microsoft tools including Excel, PowerPoint and Word (Copilot is a plus)
• Track the pipeline and support internal reporting
• Monitor Taiwan institutional market developments and competitor trends, and support preparation for client meetings and strategic discussions
• Build strong working relationships with Taiwan and regional Asia ex-Japan teams

Required profile

• 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, and ability to manage multiple deliverables and timelines
• Fluent English and Mandarin (spoken and written)

Required skills

• Proficiency in Microsoft Excel, PowerPoint and Word; familiarity with Copilot is a plus
• Basic understanding of asset allocation, fixed income, equity, alternatives and multi-asset strategies