Client Onboarding Manager

5 days ago

Singapore Pontoon Asia Pacific Full time

I- Posted by
- Irfana Farhath- Recruiter**Title: Client onboarding manager**

**Duration: 12 Months with opportunity to extension and conversion**

**Location: Singapore**

**Job Description**:
**Responsibilities**:

- Client facing role tasked with ensuring the successful delivery of client Onboarding requests for Global Markets Products 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 overall delivery to the client within expected timeframe
- Coordinate new business pipeline management and prioritisation with the business partners and Onboarding stakeholders to ensure delivery of business development and revenue strategy
- Assisting clients with requirements for the BofA account opening process as well as providing the necessary data to clients to complete their own internal account set up when necessary
- Collaborate with the wider client onboarding team to establish a streamlined & synergised global process across multi-asset classes and market products.

**Requirements**:

- ideally 2 years’ experience in an Onboarding role within Financial Services
- Client expertise to be able to quickly generate a good rapport with a client and ensure the client’s Onboarding experience is positive
- Product knowledge or understand the process flow of Fixed Income and Equities is essential. Prime, Derivatives, Repo, F&O and OTC Clearing experience would be advantageous.
- Experience of KYC requirements and Jurisdictional Tax Requirements
- Exposure to legal contracts and regulatory requirements (incl. Professional Investor, MIFID II, Dodd Franck, SFTR)
- Strong organisational abilities
- Commitment to high quality client service both external and internal
- Excellent communication skills, ability to show initiative and strategic and creative problem solving skills
- An entrepreneurial and analytical mindset with an ability to think commercially and prioritise competing demands under time pressure.

Other Qualifications
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
- Excels in working among diverse viewpoints to determine the best path forward.
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

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