Sales Assistant
Core
Support FICC sales by onboarding new clients, managing the sales pipeline, and ensuring customer data meets AML standards.
Role type
Sales Assistant (Client Onboarding & Compliance)
Builds
New client accounts for FICC products
Domain
Financial Services / Capital Markets / FICC
Deliverable
client delivery
Required skills
Client onboarding coordination, KYC/AML compliance verification, regulatory documentation preparation, cross-functional liaison, Mandarin fluency, North Asia market knowledge
Preferred skills
AML/KYC policy experience, regulatory compliance background
Technologies
None stated
Responsibilities
Coordinate end-to-end onboarding for new FICC clients; Verify client information and documentation against AML/KYC standards; Respond to client inquiries regarding onboarding; Prepare status reports for the sales team; Identify opportunities to streamline onboarding workflows
Seniority
Mid-level (5 years experience required)