Client Service Officer
Taipei, TW, 10476
Join us now as Client Service Officer in Taiwan within the Client Account Managment team.
In this role, you will be responsible for managing and enhancing relationships with key clients across institutional business. Reporting directly to Head of Client Engagement Taiwan, the Client Service Officer will be responsible for ensuring client satisfaction, driving account growth, and delivering exceptional service. The role will have a "Farmer" focus, emphasizing the management of existing client relationships and creating cross-selling opportunities.
What you do
- Develop and maintain strong relationships with existing clients, understanding their needs and providing tailored solutions.
- Act as a key touchpoint for clients to ensure contract obligations and client requests are addressed.
- Identify and own cross-selling opportunities, working with clients to expand service offerings and support cross-selling initiatives.
- Collaborate with the internal stakeholders to ensure seamless service delivery and address any client issues promptly.
- Participate in client meetings and provide translation support when necessary.
- Provide regular updates and reports to the Client Engagement leadership team on account status and performance.
- Demonstrate strong knowledge of market and industry trends to provide clients with relevant insights and recommendations.
What you bring
- 3+ years in client advisory services within a financial institution or investment fund company, with a focus on institutional sectors.
- Strong knowledge of institutional client servicing within the financial services industry.
- Proven ability in client relationship development and retention strategies.
- Great attitude to foster a collaborative and high-performance culture.
- Good understanding of markets trends, investments and alternative investment products.
- Awareness of capital markets and their implications for client services and engagement.
- Relevant professional qualifications (such as CFA, CIIA, CEFA, DVFA Investment Analyst, CAIA, or CFP) are desirable.
- Strong negotiation skills, service orientation, and a customer-focused approach to enhance client relationships.
- Commitment to teamwork, a solution-oriented mindset, and creative implementation skills to drive client engagement initiatives.
- Fluent in Mandarin and English, with additional language skills being a plus for effective communication with diverse client bases.
What we offer
- Balanced work environment: A dynamic office culture that supports flexibility and collaboration
- Secure your future: Access to pension, retirement, and/or savings plans as applicable to the work location
- Shared success: Company share purchasing plan
- Support for what matters: Mental health and wellbeing programs
- Investments in your career: Career opportunities within the entire Allianz Group
- Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
- … and so much more!
About Allianz Global Investors
Allianz Global Investors is a leading active asset manager, managing assets for individuals, families, and institutions worldwide. Our goal is to actively shape the future of investing for all our clients, wherever their location and whatever their objectives.
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.
At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
If you feel inspired to promote the active asset management experience, this is the place for you. Join our international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position. If you need support to navigate our websites or at any stage during your application, please send an email with your request to recruiting@allianzgi.com
To Recruitment Agencies:
Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters.
When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place.
Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors.
Finally, please do not contact hiring managers directly.
89680 | Sales & Distribution | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent
