Client Onboarding Assistant Manager / Senior Client Onboarding Officer

Apex Group

Shanghai, China
Funds industry knowledge
Client facing role
Kyc process
Responsible for the onboarding and integration of new business clients in the APAC region, with key focus on fund services, corporate services and compliance solutions services in Japan and South Korea

Job Summary

  • Responsible for the onboarding and integration of new business clients in the APAC region, with key focus on fund services, corporate services and compliance solutions services in Japan and South Korea.
  • Coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.
  • Work with the Regional Head of Onboarding to develop the best practices and operating models for integration to enhance the client onboarding experience.

Matching Summary

Responsible for the onboarding and integration of new business clients in the APAC region, with key focus on fund services, corporate services and compliance solutions services in Japan and South Korea.

Skills & Requirements

Must-have

  • funds industry knowledge
  • client facing role
  • KYC process
  • legal agreements negotiation
  • project management skills

Nice-to-have

  • positive disrupter
  • supercharge unique skills
  • client-centric approach
  • self-motivated
  • work effectively in a team

Key Requirements

  • intermediate knowledge fund services industry
  • experience with different fund structures
  • fluent in verbal and written English and Japanese
  • Korean literacy is beneficial
  • capable of multi-tasking

Work Rights

Not specified

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