Investment Services Taiwan, Managing Director

Who We Are Looking For
This senior management role at
State Street Taipei Branch
in the
Investment Services Organization
reports to the Taiwan Country Head. Key duties include managing client relationships, overseeing client service staffs, driving revenue growth, ensuring client satisfaction, safeguarding the legal entity, and maintaining service excellence.

What's The Value For You
Implements strong governance and controls to prevent financial and reputational risk. Promotes best practices, provides guidance and accountability, and upholds a culture of Risk Excellence.

What You Will Be Responsible For

• Provides support to the Taiwan Country Head in achieving company objectives and financial targets for Taiwan.
• Manages client P&L and adopts a strategic approach to identify and prioritize opportunities that drive revenue, sales, and profitability growth, with emphasis on high-value accounts and long-term partnerships.
• Acts as the point of contact for executive clients, holding ultimate responsibility for client relationships and ensuring exceptional levels of client satisfaction. Maintains a thorough understanding of each client's business nature and requirements, and effectively aligns State Street's capabilities to meet those needs.
• Expands State Street's presence in Taiwan, maintaining leadership in collectives and targeting growth in insurance, asset owners, and government funds.
• Ensures compliance with all policies, manages risks, upholds ethical standards, and protects the Legal Entity. Monitors client trends and escalates issues to management when needed.
• Represents IS Taiwan at relevant meetings and oversees AML/KYC, controls, KPIs, audits, and SalesForce activities.
• Supervises IS Taiwan Client Services and serves as deputy during the Country Head's or team members' absences.

Education & Preferred Qualifications

• Possesses a minimum of twenty years' experience in Taiwan's financial industry, with expertise in custody and fund servicing.
• Comprehensive understanding of Taiwan's regulatory environment, financial sector dynamics, and competitive segments (such as Asset Management and Insurance), supported by a robust professional network.
• Excellent interpersonal skills, effectively facilitating cross-departmental communication. Demonstrates well-developed general management capabilities and consistently upholds a professional attitude and image.
• Outstanding written and verbal communication abilities: adept at supporting deal negotiations, addressing critical client inquiries and escalations, and delivering impactful presentations.
• Highly detail-oriented; ensures timely, accurate, and consistent reporting with current information.
• Exhibits professionalism and strategic thinking, tailoring content to align with organizational objectives and audience requirements.
• Proficient in MS PowerPoint and Excel, with strong attention to detail.
• Fluent in both Mandarin and English, with excellent written and spoken proficiency in each language.

About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility.
We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at

Job ID: R-776364