Transaction Manager – Perpetual Corporate Trust
Core
Lead complex client onboarding across managed funds and fiduciary services, coordinating stakeholders from initial discussions through to handover.
Role type
Transaction Manager (Managed Funds Services)
Builds
Seamless onboarding experience for new client appointments in managed funds and fiduciary services
Domain
Financial Services / Corporate Trust / Managed Funds
Required skills
Financial services expertise, Contractual negotiation, KYC management, Stakeholder management, Regulatory compliance knowledge, Legal documentation review
Preferred skills
Experience in onboarding processes, Process improvement identification
Technologies
None stated
Responsibilities
Lead client discussions and meetings for new appointments, Manage KYC requirements and operational setup, Coordinate internal teams to confirm operational and regulatory requirements, Negotiate appointment documentation and manage its execution, Deliver new client onboardings efficiently and independently, Provide a clear handover of completed appointments to Client Management teams, Support Sales and Product with prospective and existing client presentations, projects and process improvements.
Seniority
Mid-Senior, hands-on IC