Client Onboarding and Sales Liaison

Sales Support/Client Onboarding - Trust Company Responsibilities Collaborate with Business Development Directors to draft proposals and letters of engagement for new business opportunities. Inform new clients about due diligence and other requirements for new client acceptance. Create and customize external sales presentations as needed, including pitch...

About Hex TrustHex Trust, established in 2018, offers fully regulated institutional digital asset Custody, Staking, and Markets services to builders, investors, and service providers. Drawing on the expertise of veteran banking technologists and award-winning financial services leaders, Hex Trust continues to innovate with its proprietary bank-grade...

About the RoleWe are seeking a skilled Client Onboarding Specialist to join our team in SGS Société Générale de Surveillance SA.The successful candidate will be responsible for managing client relationships, ensuring seamless onboarding experiences, and maintaining accurate records.Responsibilities:Prioritize requests and lead meetings with...

About the RoleThe Client Lifecycle Intelligence and Digital department at SGS Société Générale de Surveillance SA is seeking a skilled Client Onboarding Expert to join our team. In this role, you will be responsible for ensuring seamless client onboarding experiences across our Global Banking and Investor Solutions activities.Key Responsibilities:Lead...

About Treasury Operations at HazeltreeWe are seeking a highly skilled professional to lead client onboarding and success initiatives, leveraging their expertise in project management, relationship management, and financial services. As the primary point of contact for new clients, you will guide them through the onboarding and implementation process,...

Job OverviewThis is an exceptional opportunity to combine project management, relationship management, and financial expertise in a dynamic environment.As the primary point of contact for new clients, you will guide them through the onboarding and implementation process, ensuring a seamless transition to Hazeltree's cutting-edge treasury management...

Job Description:We are seeking a highly skilled Business Development Support Officer to work closely with our Business Development team. The successful candidate will be responsible for supporting business proposals, letters of engagement, and other related tasks.The ideal candidate will have experience in client onboarding, KYC, and business development...

Responsibilities Primary Objectives: Prioritization of requests and leading prioritization meetings with dedicated representatives from each business line Help the client/sales to understand SG's KYC requirements and provide additional rationale as to why certain documents are being requested Ensure the relevance, quality, and accuracy of main client...

Job Description:Selby Jennings is seeking a highly skilled Trust Company Onboarding Specialist to join our team. The ideal candidate will have around 5 years of working experience, recognised university or relevant professional qualification, and excellent communication skills in English, Cantonese, and Mandarin.The successful candidate will be responsible...

We are seeking a highly motivated and organized individual to join our team as a client support specialist.The successful candidate will be responsible for facilitating the sale process for both auction and retail property, including:Providing timely assistance to clients via phone, email, and in-person enquiriesFacilitating the sale process for applicable...

Job OverviewWe are seeking a skilled HR Onboarding Specialist to join our team at Atomic Recruitment Singapore. As an HR Onboarding Specialist, you will play a pivotal role in delivering an exceptional pre-hire onboarding experience for our clients.This is a fantastic opportunity to work with a prestigious bank and be part of their HR team in Hong Kong.

Airwallex empowers global businesses with fully integrated solutions for managing business accounts, payments, spend management, and treasury.Our team combines deep financial expertise with a growth mindset to develop tailored solutions for clients, streamlining cross-border payments and unlocking new revenue streams.About the RoleAs an Inbound Sales...

About UsAt Hex Trust, we are committed to creating a supportive and inclusive environment that promotes personal and professional growth. We genuinely believe that people are our greatest asset.Job DescriptionWe are looking for a highly skilled and detail-oriented KYC analyst to join our Client Management team. The successful candidate will be responsible...

About the RoleWe are seeking a Global Onboarding Lead to join our team in Singapore. As a key member of our Global Banking and Investor Solutions (GBIS) department, you will be responsible for leading the onboarding process, ensuring timely and accurate completion of client due diligence.Main Accountabilities:Collect documentation from Clients and provide...

Job Description: Onboarding and KYC Analyst Company: Ovata Capital is a Hong Kong Type 9 licensed firm. Its funds deploy a multi-strategy approach, with a focus on Asian markets. Our counterparties are mainly banks and brokers. Responsibilities: Work under the Compliance department. Manage and process KYC requests from our counterparties. Assist in...

Job DescriptionCMB International Capital Corporation Limited is seeking a highly skilled Business Analyst to support the corporate client onboarding process. The ideal candidate will have strong analytical and problem-solving skills, with excellent communication and interpersonal abilities.About the RoleThis role involves working closely with our clients to...

Assistant / Sales and Client Relationship Manager Job No.: 499211Employment Type: Full timeDepartments: BOCHK Asset Management LtdJob Functions: Asset Management Key Responsibilities: Handle KYC review of the new clients and other issues related to client onboarding Promote investor services to institutional clients in relation to various fund and...

We are seeking a highly skilled Account Executive to join our team at DDB Group Hong Kong. As a key player in client management, this individual will be responsible for building strong relationships with our clients and driving project execution to meet their business needs.Job DescriptionThe Account Executive will act as the primary point of contact for...

Key responsibilities:Grow the client franchise by prospecting and onboarding suitable clients for OTC hedging. Responsible for co-ordinating the KYC, credit approval and legal paperwork Pricing and deal execution Attend conferences and relevant networking events to expand client portfolio. Help in any new business initiatives and product rollouts. May need...

Job OverviewWe are seeking an experienced Business Development Representative to join our team at Webbe International. In this role, you will be responsible for driving sales growth and expanding our client portfolio in the derivatives market.About the RoleThe ideal candidate will have a strong background in sales, with 5-6 years of experience in derivative...