Assistant Client Onboarding Manager
On-siteHong Kong, Hong Kong
Job Summary
Onboard and integrate new business clients across the APAC region, focusing on fund services, corporate solutions, and compliance under applicable regulations and Group Policy. Coordinate internal functions including Service Delivery, Sales, Legal, Compliance, and Technology to lead new business launches, managing client adoptions, KYC processes, account openings, and system setups. Provide regular status updates to clients and senior management, host project calls, and maintain trackers to monitor progress. Develop best practices and operating models to enhance the onboarding experience while ensuring strict adherence to KYC policies. Support the integration of newly acquired businesses and assist in enhancing procedures for new product lines.
Required Qualifications
- basic knowledge and experience in the fund services industry, including corporate solutions services, hedge funds, and private equity funds
- Experience with different fund structures, domicile, and regulatory requirements in APAC jurisdictions
- fluent in verbal and written English, Cantonese and Mandarin
- strong attention to detail
- excellent communication skills verbally and in writing
- Client experience
- self-motivated
- capable of multi-tasking
- rational problem-solving abilities
- work effectively in a team
- independently lead projects
- Proficient in MS office, particularly Word, Excel and PowerPoint
- Project management skills
Desired Qualifications
- Experience with different fund structures, domicile, and regulatory requirements in APAC jurisdictions is advantageous
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