Senior Client Onboarding Specialist

4 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China 475 FIL Asia Holdings Pte Ltd HK Branch Full time
About the Role

We are seeking a highly skilled Senior Client Onboarding Specialist to join our Global Mandate Services team in Hong Kong or Singapore.

The successful candidate will be responsible for delivering high-quality client onboarding services, ensuring seamless implementation and servicing of institutional clients across the APAC region.

With a focus on discretionary portfolio management, this role will require strong project management skills, excellent communication and interpersonal skills, and the ability to work effectively with internal stakeholders and clients.

Key Responsibilities:

  • Manage new client implementations and existing non-standard or highly complex mandate client change activities/client terminations in line with the Global Institutional onboarding process.
  • Collaborate with Global Institutional services counterparts and internal partner teams to identify and drive improvements to the Global Institutional onboarding process.
  • Communicate effectively and work collaboratively with the Institutional businesses, investment and operations teams as well as 3rd party providers to ensure service delivery is relevant and fit for purpose.
  • Represent Sales and maintain engagement with Sales during the implementation.
  • Coordinate internal resources to design solutions for non-standard client opportunities.
  • Obtain agreement on implementation deliverables and ensure that they meet all the requirements of both the business and across multiple operations groups.

Requirements:

  • At least 5 years of experience in client onboarding, operational or client service background.
  • Excellent communicator with ability to clearly articulate requirements and able to interact with client, third party and internal stakeholders at a senior level.
  • Strong accuracy and attention to detail in all aspects of service delivery, documentation and reporting.
  • Project management skills; experience of process improvement delivery and of supporting change initiatives.
  • An inquisitive and analytical mind, with a willingness to question processes with a view to creative and flexible problem solving/improving client service delivery.
  • A natural self-starter with the ability to multi-task, act flexibly, negotiate and follow tight deadlines, organise and prioritise work with minimal supervision and on own initiative.
  • Team player who can gain the support and commitment of internal service partners.
  • Exceptional standard of English language - spoken and written.

What We Offer:

We offer a comprehensive benefits package, including a competitive salary of approximately SGD $120,000 - SGD $180,000 per annum, depending on experience, plus bonuses and other benefits. Our company is committed to providing a positive and supportive work environment, where you can grow and develop your career in a dynamic and fast-paced industry.

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