
Associate Director, Markets Client Onboarding Manager
- 中環
- 長期
- 全職
- Client outreach, including discussion around data requirements, collation.
- Organising and Chairing client operational and onboarding review meetings
- Client Due Diligence (CIP information)
- Responsible for coordinating across the various CIB teams to ensure client onboarding is completed and client is ready to trade.
- Review and validate clients documentation and instructions
- Accountable to ensure that all facilities are set up in accordance with client instructions, this involves working closely with the various operational functions.
- Ensure trading limits are in place and linked to the required e-platform prior to trading and ensure that the start to end process of onboarding is completed in a timely manner.
- Responsible for coordinating across the various CIB teams to ensure client offboarding is completed.
- Responsible for coordinating Conduct meetings with internal stakeholders
- Ensure regulatory information is obtained and client is compliant
- Provide training and guidance for new joiners
- Preparation and update of training material and desktop operating instructions
- Develop and implement process improvement initiatives to optimise operational efficiency
- Markets Product Knowledge
- Organisational Skills
- Client Communication Skills
- Regulatory Knowledge
- Client Onboarding Experience
- Strong ability to positively influence stakeholders across value chain to both orchestrate and execute on processes and deliver exceptional client service and experience.
- Ability to positively engage and build rapport with clients
- Strong writing and presenting skills in English
- Problem solver; looks for solutions and finds ways to progress despite blockages
- Strong drive to deliver
- Has a clear understanding of the client needs being serviced
- Ability to work independently without direct supervision and able to cope with pressures from tight deadlines
- A team player with good interpersonal skills
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.