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About the Role
Manage end-to-end onboarding cases for institutional clients, ensuring compliance and efficient account activation. Coordinate with various internal teams and clients to resolve documentation gaps and track progress.
Responsibilities
- Manage end-to-end onboarding cases for institutional clients, from receipt of request through to account activation.
- Review, analyze and validate KYC and onboarding documentation, ensuring completeness and alignment with regulatory and internal requirements.
- Prepare and issue onboarding/KYC requirement lists, follow up on outstanding items, and resolve documentation gaps with clients and internal teams.
- Coordinate closely with KYC, Regulatory Onboarding, Legal, Operations, DBM and offshore teams to progress cases and obtain required approvals.
- Track onboarding progress using internal onboarding systems and trackers.
- Escalate risks, bottlenecks or regulatory issues appropriately, documenting decisions and outcomes clearly.
- Support ongoing maintenance activities where required (e.g. account changes, periodic reviews, stakeholder coordination).
Requirements
- Previous experience in Client Onboarding, KYC or Regulatory Operations within a global financial institution.
- Exposure to APAC FX Markets is strongly preferred.
- Prior Operations or Middle Office experience (e.g. trade booking, settlements, post-trade processes) is advantageous.
- Familiarity with onboarding platforms or workflow tools (e.g. Appian, Unqork, or similar) is beneficial but not mandatory.
Benefits
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
About the Company
- Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
- We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
- We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
- As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
- Join us in shaping the future.
Equal Opportunity
- As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.