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About the Role
This client-facing role involves significant client interaction to onboard new business clients in the APAC region, focusing on fund, corporate, and compliance services. Less experienced candidates may be considered for an Assistant Client Onboarding Manager position.
Responsibilities
- Onboard and integrate new business clients in the APAC region, focusing on fund, corporate, and compliance services under applicable regulations and Group Policy.
- Coordinate internal functions (Service Delivery, Sales, Legal, Compliance, Technology) to lead new business opportunity launches and transitions in APAC.
- Manage client adoptions, KYC processes, account openings, and review/negotiation of documentation and legal agreements.
- Set up internal systems and provide regular client onboarding status updates.
- Host regular project calls with stakeholders and maintain project plans.
- Liaise with the Regional Head of Onboarding to update senior management and client services teams on integration projects.
- Assist in producing regional WIP trackers and other management reports.
- Develop best practices and operating models for integration to enhance client onboarding experience.
- Ensure adherence to local and Group onboarding KYC policies and procedures.
- Support the integration of newly acquired businesses into Apex Group.
- Assist with ad hoc tasks and enhancement of onboarding procedures for new product lines.
Requirements
- Basic knowledge and experience of the funds industry, including corporate solutions, hedge funds, private equity funds, trust funds, and custody products.
- Experience with different fund structures, domiciles, and regulatory requirements is advantageous.
- Experience/knowledge of Fund Administration/Custody/Depository services is advantageous.
- Strong attention to detail.
- Excellent verbal and written communication skills.
- Medium proficiency in MS Office.
- Ability to solve problems encountered in daily work.
- Ability to work independently on client onboarding and collaborate as a team member.
- Self-driven with a continuous improvement mindset.
- Project management experience is a plus.
Skills
- Fund services industry knowledge
- Corporate solutions services
- Hedge funds
- Private equity funds
- Trust funds
- Custody products
- Fund structures
- Domicile knowledge
- Regulatory requirements
- Fund Administration
- Custody services
- Depository services
- Attention to detail
- Communication skills
- MS Office proficiency
- Problem-solving
- Independent work
- Team collaboration
- Self-driven
- Continuous improvement
- Project management
Location
- Sydney
Work Type
- Full-time
Experience Level
- Entry-level
- Mid-level
Salary/Compensations
- Competitive remuneration commensurate with skills and experience
Benefits
- Training and development opportunities
About the Company
- Established in Bermuda in 2003, Apex Group is a leading global fund administration and middle office solutions provider.
- The company offers unique global reach with local service and cross-jurisdictional capabilities.
- Apex Group is represented by approximately 13,000 employees across 112 offices worldwide.
- The company is committed to empowering employees, fostering growth, and supporting innovation.
- Apex Group measures success by delivering great products and services, increasing assets under administration and market share, and positively impacting people, society, and the planet.
Equal Opportunity
- Apex Group is an equal opportunity employer.
- No applicant is subject to less favorable treatment based on gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic status, responsibilities for dependants, or physical or mental disability.
- Hiring decisions are based on skills, qualifications, and experiences.
- Personal data provided by job applicants will be used for recruitment purposes only and treated strictly confidential.
- Personal data may be accessed by Apex stakeholders within and outside the country for job application consideration.
- Application constitutes irrevocable consent for personal data use by Apex stakeholders for recruitment purposes.