Client Onboarding Manager
Core
Lead the onboarding and integration of new business clients in the APAC region for fund services, corporate services, and compliance solutions.
Role type
Client Onboarding Manager
Builds
New business client integrations, account openings, and KYC processes for fund and corporate services.
Domain
Fund administration and middle office solutions
Deliverable
client delivery
Required skills
Fund services industry knowledge, project management, client interaction, regulatory compliance knowledge, MS Office proficiency
Preferred skills
Experience with fund structures/domicile/regulatory requirements, Fund Administration/Custody/Depository services knowledge, project management experience
Responsibilities
Coordinate internal functions (Service Delivery, Sales, Legal, Compliance, Technology) for new business launches; manage KYC processes and account openings; negotiate funds offering documentation and legal agreements; maintain project plans and status updates; develop best practices for integration; support integration of newly acquired businesses.
Seniority
Mid-level, client-facing role