Client Onboarding, Portfolio Manager

About the RoleWe 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...

OverviewRoyal Bank of Canada is a leading financial institution seeking an experienced professional to join our Wealth Management team as a Strategic Client Onboarding Manager. This role plays a critical part in ensuring seamless client onboarding experiences, fostering strong relationships, and driving business growth. Compensation PackageWe offer a highly...

Job SummaryWe are seeking a highly organized and detail-oriented Client Onboarding Specialist to join our London Client Onboarding team, based in Jefferies Hong Kong offices. The successful candidate will support the equity and fixed income divisions in the AsiaPac region with processing new business client onboarding requests.Key ResponsibilitiesThe Client...

RoleAs a key member of the Jefferies Hong Kong team, the Client Onboarding Specialist will support the equity and fixed income divisions in the AsiaPac region with processing new business client onboarding requests.The role involves liaison with other Jefferies areas such as Front and Middle Offices, Legal, Compliance, and Static Data.Key ResponsibilitiesThe...

About this roleWe're currently seeking a highly skilled and motivated Client Onboarding Specialist to join our team at Citi Private Bank. As a key member of our onboarding team, you will play a vital role in ensuring a seamless and efficient onboarding experience for our clients.ResponsibilitiesKey responsibilities of this role include:Ensuring a quick and...

Key Responsibilities:Client Outreach and EngagementTracking Client Responses and UpdatesMaintaining Accurate Records and SystemsLiaising with Internal Departments for Smooth OnboardingProducing Regular Status ReportsCandidate Specification:Proficiency in English, Mandarin, and Cantonese; Korean and Japanese a PlusMinimum 5 Years of Experience in KYC or...

Job SummaryWe are seeking a skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Perform KYC/CDD/CRA reviews for new private banking clientsProvide support to the Head of Client Middle...

About the RoleThe Project Manager will play a key role in ensuring a smooth and efficient onboarding process for new clients within the Client Onboarding team.Key ResponsibilitiesPartner with internal teams to implement projects for clients, including traders, portfolio managers, and operational users throughout the project lifecycleAct as the central point...

About the RoleWe are seeking a highly skilled Client Onboarding and Relationship Manager to join our team at State Street Global Markets. In this role, you will be responsible for onboarding new clients, managing client relationships, and ensuring seamless compliance with regulatory requirements.Key ResponsibilitiesAs a Client Onboarding and Relationship...

Citi is a global bank that provides a wide range of financial services to its clients. We are currently seeking a highly skilled Client Onboarding Specialist to join our team in Hong Kong. As a Client Onboarding Specialist, you will be responsible for ensuring a seamless onboarding experience for our clients. This includes completing client risk profiles,...

Job Description:Citi, a leading global bank, is seeking an experienced Global Client Onboarding Specialist to join its Private Bank team in Hong Kong. In this role, you will play a critical part in ensuring seamless client onboarding experiences for our high-net-worth clients.Key Responsibilities:Manage the end-to-end client onboarding process, including...

Citi's Private Bank is seeking a highly motivated and detail-oriented Client Onboarding Specialist to join our team in Hong Kong. As a key member of our client onboarding team, you will be responsible for ensuring seamless client onboarding experiences, from account opening to documentation review and implementation of new processes. Key...

About CitiCiti is a leading global financial services institution with over 200 years of experience. We provide a wide range of financial products and services to individuals, corporations, governments, and institutions across the globe.Job OverviewWe are currently seeking a high-caliber professional to join our team as a Senior Client Onboarding Specialist...

Job DescriptionRole OverviewWe are seeking a highly skilled Senior Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key ResponsibilitiesPerform account opening...

At Citi, we're committed to supporting your growth and development from the start. As a Client Onboarding Specialist, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to providing you with extensive on-the-job training and exposure to senior leaders, as well as more...

About UsWe are ANZ, a leading financial institution dedicated to improving the financial wellbeing and sustainability of our customers.Job DescriptionAs a Senior Case Manager in our Institutional Onboarding team, you will play a pivotal role in delivering exceptional client service experiences through timely execution, coaching, planning, and capacity...

Larson Maddox Onboarding RoleWe are seeking a skilled KYC Officer to join our Onboarding team at Larson Maddox. This role involves conducting comprehensive due diligence on high-net-worth clients, ensuring compliance with all relevant regulations and internal policies. You will work closely with the business to streamline the onboarding process and maintain...

About the Role475 FIL Asia Holdings Pte Ltd HK Branch seeks a seasoned professional to lead Institutional Client Onboarding efforts. As Global Mandate Services Director, you will oversee the implementation of segregated mandates for clients across various regions, ensuring seamless delivery and quality assurance.About Your ResponsibilitiesManage a diverse...

OverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management.About the RoleThis is a key position responsible for ensuring compliance with regulatory requirements and internal policies during the client onboarding process.Main Responsibilities:Conduct thorough KYC/CDD/CRA reviews to verify client...

About the RoleAt 01289 Citicorp International Limited, we offer a unique opportunity for a highly motivated and detail-oriented individual to join our team as an Officer, Client Onboarding Intermediate Analyst - Hybrid based in Hong Kong. This role involves working closely with our clients and internal stakeholders to ensure seamless onboarding...