Manager - Client On Boarding / Transitions / Conversions / KYC

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • BNY Mellon
  • 15 Dec 18

Manager - Client On Boarding / Transitions / Conversions / KYC

Team Overview

Manages a team responsible for supporting client onboarding/transition/conversion projects.

  • Manages the performance of assigned staff
  • Coaches and guides on project management
  • Serves as an escalation point for complex issues

  • Advises and guides staff on appropriate solutions and shepherds through to resolution
  • May research, develop and establish methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience
  • Guides team in activities that align to team, area and functional objectives
  • Contributes to the development of team standard operating procedures
  • Tracks and reports on results and outcomes for assigned team
  • Provides reports on team metrics and dashboards and follows resource allocation guidelines
  • Ensures that all activities meet required regulatory compliance standards May participate in legal review and negotiation
  • Supports onboarding/transitions/conversions team with integrating activities with the necessary teams in other parts of the business, such as product, technology or client service teams.
  • Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team
  • Manages a team of support staff and professionals, including coaching, performance management and resource allocation
  • Develops and oversees the achievement of team objectives
  • May manage financial resources (e.g., budgets, expenses, etc.)
  • Focus is on daily, short-term goal achievement

Bachelors degree or the equivalent combination of education and experience is required
  • 4-5 years of total work experience and at least 0-1 years of management experience preferred
  • Applicable local/regional licenses or certifications as required by the business.

  • BNY Mellon is an Equal Employment Opportunity Employer.

    Primary Location: China-Hong Kong-Hong Kong
    Job: Corporate Trust
    Internal Jobcode: 70083
    Organization: Corporate Trust-HR06320
    Requisition Number: 1818000