Job Summary

The Account Services Manager (Onboarding) within the Institutional Business team is primarily responsible for engaging both internal and external stakeholders to ensure a swift and smooth onboarding experience for Institutional and VIP clients.

Responsibilities

. Act as the primary onboarding liaison for institutional and VIP clients across both traditional and digital financial sectors, ensuring that all client inquiries and requests are addressed promptly and professionally.

. Collaborate with internal teams to ensure a smooth onboarding process, ensuring that client requirements are met and exceptional service is delivered.

. Work independently to identify gaps in the onboarding process. Identify and enhance the process for efficiency and deliver a smooth onboarding experience for clients.

. Manage and supervise internal systems for onboarding from pre-onboarding to onboarding.

. Assist in the daily operations of the department, coordinating cross-functional efforts to enhance efficiency and ensure the successful execution of strategies.

. Prepare and present reports on client interactions, market trends, and performance metrics to inform decision-making and strategy formulation.

Requirements

. Basic understanding of financial services, banking, or fintech sectors, with the ability to articulate complex concepts clearly to clients and stakeholders.

. Proven client management skills, including the capacity to maintain robust relationships, conduct thorough client profiling, and implement personalized account management strategies.

. Proficiency in both English and Mandarin, both written and verbal, with strong analytical and communication skills to engage effectively with clients at all levels.

. A solid educational background, preferably in business, finance, or a related field.

. A genuine passion for the financial technology industry, demonstrated by ongoing engagement with industry developments, trends, and best practices relevant industry experience is strongly preferred.

. Ability to work collaboratively in a fast-paced environment, demonstrating adaptability and a proactive approach to problem-solving.

. Ability to work independently and apply critical thinking whilst delivering the message in a professional manner.

Business Development Assistant Manager