Manager, Client Service (Taipei, Taipei City, TW, 11065)

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Attention to detail","Control mindset"]

Drive ETF client service and operations support for securities distribution channels, including distributor onboarding and lifecycle management, broker/investor enquiry handling, and ETF primary-market coordination. Manage onboarding tasks, maintain distributor lifecycle data, support price deviation monitoring and PD/LP order processing follow-through, and complete CDD and daily screening with audit-ready documentation. Coordinate internal investigations and responses to ensure timely, accurate, compliant servicing.

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FursaFursa
HSBC
HSBC
1 day ago

Manager, Client Service (Taipei, Taipei City, TW, 11065)

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Last checked: 3 hours agoStatus: Live

Job Summary

Drive ETF client service and operations support for securities distribution channels, including distributor onboarding and lifecycle management, broker/investor enquiry handling, and ETF primary-market coordination. Manage onboarding tasks, maintain distributor lifecycle data, support price deviation monitoring and PD/LP order processing follow-through, and complete CDD and daily screening with audit-ready documentation. Coordinate internal investigations and responses to ensure timely, accurate, compliant servicing.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Support securities distribution channels and Wholesale Business sales coordination.
  • •Onboard new distributors, including account opening documents and follow-up system set-up.
  • •Maintain distributor lifecycle data and records.
  • •Handle broker/investor enquiries by coordinating internal investigation and responses.
  • •Support ETF servicing activities including price deviation monitoring, PD/LP creation and redemption order processing follow-through, and complete CDD and daily screening with audit-ready documentation.

Key Requirements

  • •University degree preferred.
  • •Experience in client service, fund services, operations, or onboarding.
  • •Preferred experience in ETF servicing and broker onboarding.
  • •Knowledge of CDD/KYC/KYD and screening with a strong control mindset.
  • •Pre-requisite license: SITC Professional License (投信投顧執照).
Education:Bachelor's
Skills:CommunicationAttention to detailControl mindset
Licenses:SITC Professional License (投信投顧執照)
Languages:English
Tech Stack:MS Office

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn