Act as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU
Job Summary
Act as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU.
Coordinate client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.
Develop processes, procedures, and checklists for the wider team, ensure that there is a good governance model in place across the team.
Matching Summary
Act as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU.
Skills & Requirements
Must-have
Client onboarding process management
Client communication and relationship building
Project management and coordination
Internal system setup
Legal agreement review
Client facing experience
Nice-to-have
Positive disrupter mindset
Evolving processes and efficiencies
Cross-jurisdictional service knowledge
Other language proficiency
Key Requirements
Bachelor/Master's degree or equivalent
10-15 years of experience in investment funds
Fund industry knowledge
Deal with fund structuring issues
Client KYC and legal contract management knowledge