All jobs
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 We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.
Abglobal
Taipei City
Institutional Client Relations Associate.
SALES & MARKETING