E2E Client Onboarding Lead (Financial Institutions) E2E Client Onboarding Lead (Financial  …

in Hong Kong
Permanent, Full time
Last application, 27 Sep 21
in Hong Kong
Permanent, Full time
Last application, 27 Sep 21
Posted by:
Ray Yumul • Recruiter
Posted by:
Ray Yumul
Our client, a top-tier European Investment Bank continuously expanding its remit, is hiring a client onboarding lead for their financial institutions group - this is a new headcount in support of their growth.

Position Purpose - not exhaustive


The E2E Onboarding Lead is a newly created position with a primary focus to oversee the client onboarding journey, act as the point of contact for any onboarding related matters, and to coordinate all internal processes with involved teams and departments.


E2E Onboarding Coordinator/ Lead Objectives:

  • Orchestrate the full client onboarding process, including the deployment and monitoring of each internal teams’ SLA
  • Ensure efficient client E2E onboarding experiences and enable clients to trade within the agreed timeframe
  • Act as the point of contact for client on all onboarding related matters (such as, document collection, client queries, account set up, and pre/post trade issue resolution)
  • Act as a correspondent between the client, business, and internal functions


Technical and Behavioral Competencies / Specific Qualifications

  • Minimum three years of experience in any of the following areas preferred: Client Onboarding, KYC /AML new account onboarding, Recertification / QDD specialist, KYC Advisory, Compliance, Financial Markets Regulator
  • General understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA’s, ETSA, Options Agreements etc.) is a plus
  • Able to work independently and to work collaboratively across functions and regions
  • Highly motivated to enhance client experiences
  • Demonstrates strong communication skills (face-to-face, verbal, and written)
  • Able to organize, evaluate and assess information in order to make recommendations and to escalate when necessary
  • Excellent interpersonal skills
  • Self-motivated and attentive in ensuring quality
  • Able to work under pressure and tight deadlines
  • Demonstrates effective organization and time management skills
  • Excellent analytical and problem-solving skills (Project management experience is a plus)
  • Fluent in English (Chinese Mandarin, French, or any other Asian language is a plus)
  • Able to suggest and implement innovative solutions to existing and future issues
  • Proficient with Microsoft Excel and PowerPoint
  • History of achievements in similar previous roles


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