Vice Present - Client Onboarding Lead Vice Present - Client Onboarding Lead …

Morgan McKinley
in Singapore
Permanent, Full time
Last application, 11 May 21
Morgan McKinley
in Singapore
Permanent, Full time
Last application, 11 May 21
Vice Present - Client Onboarding Lead
Job Summary
  • Singapore
  • Permanent
  • BBBH780038
  • Apr 16, 2021
  • Competitive
Job Description
A globally renowned Investment Bank in Singapore is looking to add a senior member to their high-profile and dynamic client onboarding team!

Team Overview:

The Client Onboarding team is the central point of contact for both established and new clients account inquiries. When a business opportunity is established, the on-boarder should liaise directly with the client to ensure their account will be set up with complete functionality on the trading and other internal operational platforms.

Key Responsibilities
  • Manage a team in Singapore and work to manage the on-boarding life cycle of clients.
  • Collect Information from client and liaise with Client KYC team to expedite KYC approval and resolve issues.
  • Handle account requests throughout the process from initiation and follow-ups until completion.
  • Develop strong functional interactions across KYC, compliance, front office, client and other stakeholders.
  • Coordinate with Sales and business CAO to prioritize account requests and communicate with internal groups.
  • Maintain accurate and up to date tracking of assigned cases and provide updates as needed in a timely manner.
  • Advice clients and internal stakeholders on emerging issues troubleshoot problems and collaborate for solutions.
  • Review and implement new initiatives and process improvements to enhance efficiency, deliver effective risk control standards, and comply with regulatory requirements.
  • Escalate risks and issues to appropriate management to ensure on-boarding is completed correctly and efficiently according to the internal policy and procedures.
  • Awareness of regulatory environment, such as Tax (FATCA/CRS), investor classifications and OTC Derivatives Transaction reporting and adherence.
  • Drive improvement projects, streamlining and documenting of processes and procedures as needed.
  • Foster and deliver innovation to enable high productivity and client service
Required Skills and Experience
  • Must have a minimum of 7 years of work experience in the banking industry for Client service orientation.
  • Any past experience of client on-boarding in working with real money investment managers would be an advantage.
  • Experience with data tools (Alteryx, Python, Power BI) or innovation projects preferred Outgoing personality with confidence when dealing with internal and external clients
  • Ability to develop working relationships with business partners
  • Time management with ability to prioritize work.
  • Multi-tasking skill in handling urgent requests
  • Strong mindset of controls and a solid understanding of regulations and associated risks
  • Degree in finance or economics is preferred
  • Fixed Income and Equity derivative products knowledge is preferred
  • Knowledge in the industry regulations e.g. Dodd Frank, EMIR, HK CPI/IPI, SG AI/II and FATCA
  • Excellent communications skills, both verbal and written.
If you are keen on this role please apply now or email Cain Yee -

EA Licence No: 11C5502 | EAP Registration No: R1329079

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