Project manager, client onboarding
1 month ago
The Team: Project Managers sit within the Client Onboarding team and help ensure a smooth and efficient onboarding process for new clients. Supporting the three verticals (PMS, OEMS, and Managed Services Implementation), the Project Management Office oversees and manages various projects and ensures that timelines and goals are met, while monitoring budgets and mitigating risk. The Role: The Project Manager will partner with internal teams to implement projects for clients; including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for Enfusion teams including Solutioning, and Delivery. This role will build strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, and act as a point person for client-facing communication. What You’ll Do: Determine project scope and objectives to ensure teams are able to deliver against commitments Identify resources to deliver projects and forecast and resolve capacity utilization problems Create and manage project plans, course correcting and escalating where necessary Publish high quality project transparency to senior stakeholders on a regular basis Utilize industry best practices, techniques, and standards throughout the project lifecycle Engage senior client and internal stakeholders to review project progress and task-level status. Liaise with the internal teams to support problem resolution activities Identify opportunities for project management process improvements What You’ll Need: Bachelor's degree required - computer science, finance, economics, or a related field preferred 5+ years of project management and related experience at an investment management vendor/fund administrator/buy-side firm Project Management Professional (PMP) certification preferred Strong familiarity with project management software tools Methodical problem solving abilities Strong interpersonal skills 2+ years of Fintech onboarding and / or software implementation experience A client-service mentality and collaborative work style. Ability to manage competing priorities and deliver with high quality #J-18808-Ljbffr
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Senior Client Onboarding Project Manager
1 month ago
Singapore Enfusion Full timeAbout the RoleThe Project Manager, Client Onboarding will partner with internal teams to implement projects for clients, including traders, portfolio managers, and operational users throughout the project lifecycle. This role will serve as the central point of contact for Enfusion teams, including Solutioning, and Delivery. Determine project scope and...
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Senior Client Onboarding Manager
1 month ago
Singapore SMBC Group Full timeClient Onboarding and Relationship Director At SMBC Group, we are seeking a highly skilled Client Onboarding and Relationship Director to lead our client onboarding process and facilitate strategic relationships with our clients. Key Responsibilities Lead the client onboarding process, ensuring seamless and efficient onboarding of new clients. Develop...
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Client Onboarding Manager
1 week ago
Singapore FOMO PAY PTE. LTD. Full timeAbout FOMO Pay Pte LtdFOMO Pay Pte Ltd is a major payment institution regulated under the Payment Services Act in Singapore, licensed by the Monetary Authority of Singapore to conduct Cross-border Money Transfer Service, Domestic Money Transfer Service, Digital Payment Token Service, and Merchant Acquisition Service.As a leading digital payment solution...
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Client onboarding specialist
4 months ago
Singapore Newtone Consulting Full timeKey Responsibilities: Manage the full client onboarding process, from initial contact to account activation. Collect, review, and verify all necessary client documentation and information. Ensure compliance with KYC (Know Your Customer), AML (Anti-Money Laundering), and CDD (Customer Due Diligence) regulations. Liaise with internal teams such as Compliance,...
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Client Onboarding Specialist
4 weeks ago
Singapore CHINA MERCHANTS BANK CO LTD Full timeJob OverviewAs a Client Onboarding Specialist at CHINA MERCHANTS BANK CO LTD, you will be responsible for managing the day-to-day onboarding process of clients, ensuring compliance with relevant regulations and guidelines.
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Client Onboarding Specialist
1 week ago
Singapore CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD. Full timeAbout CGS International Securities Singapore Pte. Ltd.A leading integrated financial services provider, we offer a range of products and services including equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage...
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Client Onboarding Specialist
2 weeks ago
Singapore BRIGHT POINT INTERNATIONAL FINANCIAL (SG) PTE. LTD. Full timeBright Point International Financial (SG) PTE. LTD. is seeking a highly skilled Client Onboarding Specialist to join our team.About the RoleThis exciting opportunity involves working closely with our Compliance Manager to facilitate client onboarding and ensure adherence to regulatory requirements.The ideal candidate will possess at least 1-2 years of...
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Client advisor
3 weeks ago
Singapore Northeast Private Client Group Full timeJob Summary Are you a passionate people person who enjoys assisting others in making purchase decisions? Are you a professional with experience in the sales field, especially in the luxury industry, particularly in fashion? Do you like keeping tabs on the latest luxury fashion trends? We’d like to hear from you!Luxehouze, a marketplace for 100% authentic...
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Client Onboarding Specialist
2 weeks ago
Singapore GMP TECHNOLOGIES (S) PTE LTD Full timeWe are seeking a highly skilled Client Onboarding Specialist to join our team at GMP Technologies (S) Pte Ltd.About the RoleThis is an exciting opportunity for someone with expertise in financial account processing and private banking. The successful candidate will be responsible for ensuring that client accounts are opened efficiently and accurately in our...
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Senior Client Onboarding Specialist
2 months ago
Singapore Newtone Consulting Full time**Key Responsibilities**Manage the full client onboarding process, from initial contact to account activation, ensuring seamless integration with internal teams.Collect, review, and verify all necessary client documentation and information, maintaining compliance with KYC, AML, and CDD regulations.Liaise with Compliance, Legal, and Operations teams to ensure...
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Singapore Northeast Private Client Group Full timeJob Summary Are you a passionate people person who enjoys assisting others in making purchase decisions? Are you a professional with experience in the sales field, especially in the luxury industry, particularly in fashion? Do you like keeping tabs on the latest luxury fashion trends? We’d like to hear from you!Luxehouze, a marketplace for 100% authentic...
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Client Onboarding Representative
1 month ago
Singapore Aeon Search Consulting Full timeAs a Client Onboarding Representative at Aeon Search Consulting, you will be responsible for processing corporate and institutional client applications with precision and efficiency.Key Responsibilities:Process and review client applications in accordance with established guidelines and procedures.Conduct thorough AML/KYC due diligence on clients to ensure...
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Senior Client Onboarding Specialist
2 weeks ago
Singapore CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD. Full timeCompany Overview">CGS International Securities Singapore Pte. Ltd. is a leading financial services provider in Asia, offering a range of integrated services including equities trading, wealth management, and prime brokerage.The company has a strong presence in 15 countries and regions, with over 15 million customers globally. As part of its parent...
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Client Onboarding Specialist
2 weeks ago
Singapore GMP TECHNOLOGIES (S) PTE LTD Full timeAbout the RoleGMP Technologies (S) Pte Ltd is seeking a highly skilled Client Onboarding Specialist to join our team. In this role, you will be responsible for reviewing account documents submitted by Relationship Managers and ensuring that accounts are opened in the systems accurately and efficiently.Key ResponsibilitiesDocument Review and Processing:...
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Client Onboarding Operations Specialist
1 month ago
Singapore Citi Full timeTransform Your Career with Citi At Citi, we're on a mission to empower individuals and communities worldwide. As a pioneering leader in the financial services industry, we're dedicated to delivering unparalleled service, innovative solutions, and exceptional value to our clients. We're currently seeking an exceptional professional to join our team as Client...
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Client Onboarding Specialist
2 weeks ago
Singapore GMP TECHNOLOGIES (S) PTE LTD Full timeAbout Our CompanyGMP Technologies (S) Pte Ltd is a leading provider of innovative solutions in the private banking sector.Job DescriptionWe are seeking an experienced Client Onboarding Specialist to join our team. This role will involve reviewing account documents, ensuring timely and accurate processing of amendments, and providing quality service to...
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Client onboarding specialist | singapore, sg
1 month ago
Singapore Newtone Consulting Full timeWe are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation and regulatory requirements are...
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Client onboarding officer
4 weeks ago
Singapore Hyred Full timeWith a legacy of more than 130 years across the globe, our client has been focusing on one thing: helping people achieve their financial goals. As a global wealth manager, they understand your needs, and take the long view when it comes to your assets. Whether you're starting a company, planning for your retirement, or want to ensure your loved ones...
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Senior Client Onboarding Specialist
2 weeks ago
Singapore GLOBALTIX PTE. LTD. Full timeJob SummaryAs a Senior Client Onboarding Specialist at GLOBALTIX PTE. LTD., you will play a crucial role in ensuring the successful onboarding and implementation of clients.
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Senior Client Onboarding Specialist
2 weeks ago
Singapore AMBITION GROUP SINGAPORE PTE. LTD. Full timeJob DescriptionWe are seeking a Senior Client Onboarding Specialist to join our team in Singapore.About the RoleThis is an exciting opportunity for a seasoned professional to take on a key role in our Client Onboarding process. As a Senior Client Onboarding Specialist, you will be responsible for performing thorough due diligence on clients across the APAC...