Institutional Client Experience Manager

3 days ago

Singapore beBeeClientOnboarding Full time $120,000 - $180,000
Job Title:
Head of Institutional Client Onboarding Overview

This is a fantastic opportunity to spearhead client onboarding and relationship management efforts for the Singapore based business.

  • Lead the institutional client onboarding process from initial engagement through to successful integration.
  • Enhance overall client onboarding experience and ascertain committed SLAs are upheld by working closely with Compliance, IT and Product teams.
  • Coordinate with internal teams (Sales, Compliance, Market Operations, Clearing Operations, IT and Legal) to ensure smooth and timely onboarding of new clients, including integration with spot trading and derivatives platforms.
  • Conduct regular reviews of client accounts to ensure compliance with internal policies and regulatory requirements.
  • Implement and monitor action plans for any necessary updates or improvements.
  • Perform thorough name screening and wallet screening to identify and mitigate risks associated with client accounts.
  • Ensure compliance with Anti-Money Laundering (AML) and Counter-Terrorist Financing (CFT) regulations.
  • Manage and respond to Requests for Information (RFIs) to/from clients, providing clear, accurate, and timely information.
  • Facilitate communication between clients and internal teams to address queries and resolve issues.
  • Act as the primary point of contact for institutional clients during the onboarding phase, ensuring a positive and efficient experience.
Responsibilities
  • Provide ongoing support to clients, addressing any concerns and facilitating their success on the platform.
  • Act as the primary point of contact for key accounts, resolving issues and escalating when necessary.
  • Work closely with the sales and operations team to ensure smooth handover of new clients and seamless exchange integration and ongoing support.
  • Cultivate relationships with clients to boost exchange volumes.
  • Contribute to business development, product management, and UX/UI improvements to enhance competitiveness.
  • Create and maintain detailed client profiles, understanding their unique needs and requirements.
  • Collaborate with internal teams to adapt to regulatory changes.
  • Gather and analyze client feedback to drive product improvements and new feature development.
Skills & Qualifications
  • A minimum of 8 years of experience in institutional client onboarding, compliance, risk or a related field within the financial services or digital asset industry.
  • Strong understanding of AML/CFT regulations and industry standards in Singapore, digital.
  • Singaporean or Singapore PR holder is preferred.
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