Head of Client Onboarding - APAC Head of Client Onboarding - APAC …

Michael Page
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 07 Jul 20
HKD65000 - HKD80000 per month + + Bonus and Benefits
Michael Page
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 07 Jul 20
HKD65000 - HKD80000 per month + + Bonus and Benefits
This is a client facing role which works closely with all areas of the business to ensure clients are onboarded smoothly and processes are efficient and thorough.

My client is a global financial services business covering fund services, bank account opening, custody and depository. With over 40 offices globally, the Asian business has a strong focus to grow following the demand increase.


  • Responsible for the onboarding and integration of new Fund Services clients in the APAC region
  • Coordinate the Regional Client Acceptance process in the region to ensure all proposals are supported by relevant documentation, reviewed and approved before distribution to clients
  • Be part of the Regional Client Acceptance Committee (R-CAC) that will make decisions to accept, reject or refer high risk proposals to the Group Client Acceptance Committee (G-CAC). The candidate will be responsible for liaising with the G-CAC on high risk proposals
  • Responsible for liaising with local office onboarding leads to project manage all new fund launches and transitions regionally, this will include coordination of client adoptions, account openings, review and negotiation of funds offering documentation and legal agreements and internal system set ups
  • Coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.
  • Ensure regular status updates are provided to new clients. Regular project calls should be scheduled with stakeholders and project plans should be maintained to track progress.
  • Work closely with the Global Head of Onboarding to provide updates to senior management and client services teams on integration projects; production of the regional WIP tracker for all local offices and other KPIs / management reports as required.
  • Work with the Global Head of Onboarding to develop best practices and operating models for integration to enhance the client onboarding experience; ensure all local and Group onboarding KYC policies/ procedures are strictly adhered to
  • Support sales and operations in preparation of client risk assessments, request for proposals (RFPs), sales presentations, technical product support and delivering product demonstrations to prospective clients
  • Assist with the integration of new acquired businesses into the Apex Group to ensure a consistent approach is applied across acquired entities from an onboarding perspective, and
  • Support ad hoc projects as required and roll out of onboarding procedures for new product lines, etc.


  • The ideal candidate must have an excellent knowledge of funds industry and will have experience working on Hedge and private equity funds
  • Experience of different fund structures, domicile and regulatory requirements is an advantage
  • Experience/knowledge of Custody/Depository services is an advantage
  • You should have strong attention to detail and excellent communication skills. The ability to speak local languages is an advantage. The candidate must be able to work on their own initiative
  • Possess project management skills
  • Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other fund accounting systems would be an advantage

Job Offer

My client offers a competitive package as well as a thriving environment for personal and career growth as well as modern working style

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Nicholas Debbage on +852 2848 9525