Client Onboarding Manager
2 weeks ago
About The Client
They are a global Fund and Corporate Service provider with more than 5,000 professionals in over 45 jurisdictions. They ensure clients reduce risk and enhance efficiency through the provision of expert advisory and administrative support. Their resilient, scalable, enterprise-wide technology platform is a core enabler of global economic activity. They continue to innovate and grow together with their clients, which is why they represent 20% of the Fortune Global 500 and work with two thirds of the Private Equity International 300 firms, including every one of the top ten. The market uses it to empower legal entities to work smarter, grow faster, act responsibly, protect capital, and scale across borders.
Key Responsibilities
- Lead, guide and supervise the Business Onboarding Support Team (the "Team") to provide support to the Trust Commercial Team and Client Acceptance Team in delivering a full suite of trust and corporate services to clients.
- Provide prompt, excellent, and professional trust and company administration services.
- Review and provide guidance to the Team on the tasks of all levels of complexity assigned to the Team.
- Ensure proper updating of all clients' data in accordance with clients' records by the Team and the accuracy of data being captured in the appropriate system.
- Liaise with the Trust Commercial Team, Client Acceptance Team, and operations teams as necessary, in resolving any challenges encountered by the Team in the assigned tasks.
- Comply with the Group's internal control and audit standards.
- Ensure that the Team adheres to internal policies and Standard Operating Procedures on daily operations.
- Work with the Client Acceptance Team to migrate new processes or streamline existing processes for greater efficiency.
- Participate in ad hoc projects or matters as assigned from time to time.
Job Requirements
- Degree in Law or any other equivalent professional qualification is welcome to apply.
- Good technical knowledge in trusts; STEP qualification is an added advantage.
- Good language proficiency in Cantonese, Mandarin & English.
- At least 5 years of relevant working experience in Client Onboarding services, including managerial experience.
- Possess and demonstrate good leadership skills with the ability to guide and manage the team effectively.
- Well-versed in the statutory and internal anti-money laundering and counter financing terrorism policies as well as compliance with relevant laws and regulations.
- Detail-oriented and able to work with minimum supervision in a fast-paced environment.
- Possess a strong sense of responsibility, positive disposition, initiative, high integrity, and efficient time management skills.
- Good interpersonal skills.
- Critical thinker and problem-solver.
Kindly contact Jamie Tan via WhatsApp at 012-2389953 or via email at jamie.tan@peoplelake.asia if you are keen to explore this opportunity.
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