Employer: DWS Group

Title: Client Servicing

Corporate Title: AVP

Location: Taiwan

Job Code: #LI-ZL1 #LI-02

About DWS:

Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.

This is your chance to invest in your future.

Read more about DWS and who we are here.

Team / division overview

The potential candidate will join the Taiwan Client Coverage Division (CCD) within DWS, a highly collaborative and client-centric team responsible for managing and expanding relationships across a diverse range of client segments—including institutional investors, retail clients, and strategic partners.

As the primary interface between the firm and its clients in Taiwan, the CCD team plays a pivotal role in delivering tailored financial solutions, strategic insights, and comprehensive relationship management. The team is known for its professionalism, agility, and commitment to excellence in client service, consistently striving to exceed expectations and build long-term partnerships.

Key responsibilities include:

• Developing and maintaining client relationships through proactive engagement and deep understanding of client needs.
• Identifying and maximizing business opportunities by leveraging market intelligence and internal capabilities.
• Driving strategic initiatives to further penetrate target markets and achieve commercial objectives.

To ensure seamless execution and optimal client outcomes, the CCD team works closely with internal stakeholders across Sales, Product Specialists, Investments, Legal, Compliance, and Operations. This cross-functional collaboration enables the team to deliver holistic solutions, respond swiftly to client requirements, and continuously enhance operational efficiency.

Role Details

As a Client Servicing you will be responsible for:

you will play a pivotal role in ensuring exceptional client service delivery while driving business growth opportunities.

We are looking for candidates that share our professionalism and enthusiasm to deliver exceptional client service for broad base of Institutional clients in Taiwan. You will partner with Senior Sales Coverage for developing, maintaining, and managing client relationships while maximizing opportunities and further penetrating target markets to achieve business goals. In addition, you will work heavily on fulfilling client requirements and optimizing overall process through collaboration across all internal stakeholders from Sales, Product Specialist, Investments, Legal, Compliance and Operations.

Key Responsibilities

Mandate Servicing & Client Relationship Management

• ​​ Act as a trusted partner to clients, ensuring their investment mandates and contracted needs are serviced with accuracy, timeliness, transparency and efficiency.
• Coordinate with portfolio management, operations and compliance teams to address client requirements across investment strategies and manage day-to-day client account and mandates-related activities (e.g., account maintenance, reporting, inquiries).
• Provide clear guidance and solutions to client requests and issues through effective cross-functional collaboration and actionable communication.

​Cross-Selling & Business Development

• Proactively identify and explore cross-selling opportunities by understanding client needs and aligning them with product and service offerings.
• Support senior sales coverage in client acquisition, RFP preparation, and onboarding in collaboration with the Client Implementation Team.
• Strengthen client engagement to enhance satisfaction and drive long-term partnerships with potential revenue growth.

Project & Crisis Management

• Lead or support strategic initiatives and projects aimed at improving operational efficiency and client communication standards across the institutional platform in the whole value chain.
• Coordinate swift resolution of mandate-related issues or market-driven challenges, ensuring proactive escalation and stakeholders alignment.
• Develop contingency processes to safeguard client trust during period of market stress or operational disruption.

Reporting & Market Intelligence

• Oversee and review client reporting to ensure timeliness, accuracy, and alignment with client expectations.
• Analyze market and industry developments to identify emerging risks and opportunities, translating insights into actionable business strategies.
• Provide input to coverage and investment teams on client feedback to shape strategy and solutions.

We are looking for:

• Strong interpersonal and communication skills with the ability to build trusted client relationships.
• A proactive mindset with the ability to balance client servicing excellence with business development.
• Strong organizational skills and ability to manage multiple projects, prioritize under pressure, and handle crisis situations effectively.
• Self-starter who is adaptive, fast-learning, responsive, reliable, extremely well-organized, detail-oriented and committed to accuracy.
• Analytical and strategic mindset to bridge client requirements with investment capabilities.
• Excellent Mandarin speaker with fluent English in both spoken and written.
• 5+ years of work experience in financial industry and demonstrate a good team player spirit included TW CSR organizer.
• Prior experience covering Taiwan institutional clients is preferable.
• University degree is essential; CFA, CAIA, CESGA charter is plus.
• Professional License: Securities Investment Trust & Consulting Professional License (投信投顧業務人員) or Senior Securities Specialist License (證券商高級業務人員) is Mandatory​

What we’ll offer you:

At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS you’ll have access to a range of benefits including, but not limited, to the below:

• A hybrid working model, allowing for in-office / work from home flexibility, comprehensive leave policy, personal and volunteer days
• Competitive compensation packages including health and wellbeing benefits
• Access to best in class trainings, in role development and career progression opportunities

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and our recruitment team will discuss options with you

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.