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)
Skills Required
- At least 2 years of experience in institutional sales, client service, or product specialist roles within asset management, banking, or insurance
- Eligibility to meet Taiwan KYP registration requirements, including 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, and Word
- Basic understanding of asset allocation, fixed income, equity, alternatives, and multi-asset strategies
- Fluency in spoken and written English and Mandarin
- Familiarity with Microsoft Copilot
AllianceBernstein Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.
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Retirement Support — Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
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Leave & Time Off Breadth — Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
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Wellbeing & Lifestyle Benefits — Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.
AllianceBernstein Insights
What We Do
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
