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APAC onboarding manager, 12 months contract

Job Seekers Hong Kong SAR China Financial Services Operations Financial Services - Private Banking

Job Summary

  • Hong Kong
  • Contract
  • BBBH769580
  • Nov 09, 2020
  • Competitive
Job Description

My client is 1st tier investment bank looking for a senior client-onboarding manager to join their team, covering APAC market

Responsibilities

  • Manage pipeline priorities, track client go-live date and end to end cycle time, and share Onboarding metrics
  • Overall project management and relationship management for all new PB client account requests
  • Facilitate and coordinate the account opening process as well as the review of KYC/Tax/Client (or Product) Suitability documentation, for APAC Markets and sales personnel.
  • Ongoing review and maintenance of departmental procedures
  • Requesting and managing emerging market account openings and set-up coordination
  • Coordination with other internal teams for client onboarding including sales, trading, legal, documentation, KYC/AML, technology, credit, solutions etc.

Requirements

  • Minimum 5+ years of client onboarding experience, preferrably private banking experience
  • Good understanding of global financial markets (Derivatives, Futures & Options, Fixed Income) and regulations.
  • Excellent communication skills, both verbal and written, experience in servicing clients
  • Demonstrated ability to work in a fast pace, high volume environment

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Consultant Details

Consultant Details

jessica_fung
Jessica Fung
  • Consultant
  • +852 3907 3910
  • jfung@morganmckinley.com