Client Onboarding

Roles & ResponsibilitiesWe 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...

Roles & ResponsibilitiesExcellent opportunity to join a global investment bank 6 months contract, opportunity to extendAbout Our ClientThe client is a leading global investment banking, securities, and investment management firm. The firm operates offices worldwide, with a strong presence in major financial hubs like London, Hong Kong, Tokyo, and Frankfurt,...

**Client Onboarding specialist positions currently open** This is a role that requires you to work smartly alongside both machines and people to support the sales team with the entire end-to-end Client Onboarding activity. Broadly, the role includes standard client due diligence, enhanced client due diligence, client documentation, client background...

**Job **Description** - Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation. - Interface as a case manager to seamlessly handle all the different steps for onboarding a client, handle all queries from the client/client...

Roles & Responsibilities[Job ID: 969679]A Banking Client Onboarding Specialist is responsible for managing the end-to-end process of onboarding new clients to the bank, ensuring a seamless and efficient experience. This role involves verifying and collecting necessary documentation, performing KYC (Know Your Customer) and AML (Anti-Money Laundering) checks,...

Global Investment Bank - Derivative/FX product knowledge - Liaise with internal & external stakeholders Our client is a global investment bank with a strong presence in Asian markets. They are currently looking for an AVP, Product Onboarding to join their dynamic Team. You will be working closely with the core processing team to provide quality product...

Roles & Responsibilities[Job ID: 969678]The Client Onboarding Specialist plays a critical role in ensuring that all client documentation and account information are processed in line with regulatory requirements and internal policies.Responsibilities:Proactively manage the acquisition and onboarding of new clients Coordinate with internal stakeholders...

We are QCP Capital, a full-suite crypto asset trading firm. Since our founding in 2017, we have witnessed the potential of crypto assets to transform financial markets and the world at large. Today we exist at the centre of this change, bridging institutional and crypto ecosystems. We work to catalyse a circle of progress, ultimately to shape a better...

**Client Onboarding Analyst: **Industry**:Fund Management (Regulated) **Location**:Singapore **Role Type**:Contract / Full time **Responsibilities**: - Assist in the company’s day-to-day operations and facilitate client onboarding process such as preparing document for funds and investor KYC including liaising with 3rdparty service providers - Ensuring...

Applications are considered on a rolling basis Singapore **About Meltwater**: Our culture is based on a fundamental belief in people and the potential they possess. Our employees embody the ‘work hard, play hard’ spirit, and we are lucky to have some of the best and most talented people out there. We pride ourselves on taking great people and helping...

Singapore, Singapore - DOP - 3114705 **Job Description**: **Role Purpose** - We're looking for a Client Onboarding Specialist to: - Be the dedicated point of contact for front-to-back support throughout the client onboarding journey. - Engage directly with client advisors to understand client profile, assess documentation requirements and capture required...

Roles & ResponsibilitiesRole PurposePerform onboarding processing including document review and account set-up. Ensure adherence to regulations, guidelines, standards and policies. Maintain in-depth awareness of potential legislative and policy breaches and act to proactively prevent their occurrence. Provide support to internal clients through...

Wells Fargo CIB Operations operates a centralized Client Onboarding team consisting of a Client-facing Facilitation team, documentation team, AML/KYC team and a data management team. The team based in APAC has a new analyst level opportunity for a Client Onboarding Facilitator in Hong Kong. The Client Onboarding Facilitation team will liaise with external...

**Job Description**: **Responsibilities**: - Client facing role tasked with ensuring the successful delivery of clients Onboarding requests for Markets OTC Derivative for new and existing APAC clients - Managing internal stakeholders in the entire Onboarding cycle (AML, Documentation, Compliance, Credit, Tax, Middle Office and Front Office) to ensure...

**Description** **About this role** **Overview**: Is your passion providing extraordinary service to clients while building and fostering positive relationships? Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaboration and accountability? Are you looking to take your...

**Client Onboarding Relationship Manager** **What can you expect?** - Embark on a journey of career growth and acceleration with an award-winning Fortune 500 company - Unparalleled opportunity to be part of a dynamic Client Management team - Exceptional training and development initiatives as well as exposure to a wide range of learning avenues that you can...

**About Prive** Privé Technologies is one of the first and fastest-growing FinTech companies based in Hong Kong, with multiple offices in Asia and Europe. Our core offering is an innovative wealth management platform, which is seen by many as a disruptive force in the industry. Our current clients include financial institutions like External Asset...

Manage the inflow of request and prioritize KYC Client onboarding and Periodic reviews - Ensure business and client is provided with the KYC, Tax, and regulatory requirements for all onboarding and periodic review request - Liaise with clients, business units and representatives to ensure completeness of supporting documents in order to optimize turnaround...

Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** The successful incumbent will be part of the first line of defence...

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...