Associate Director, Markets Client Onboarding Manager

Job Summary

The Markets Client Onboarding Manager will be responsible for managing the end to end on-boarding process for Markets client and on-boarding activities.
 

Key Responsibilities

• Client outreach, including discussion around data requirements, collation.
• Organising and Chairing client operational and onboarding review meetings
• Client Due Diligence (CIP information)
• Responsible for coordinating across the various CIB teams to ensure client onboarding is completed and client is ready to trade.
• Review and validate clients documentation and instructions
• Accountable to ensure that all facilities are set up in accordance with client instructions, this involves working closely with the various operational functions.
• Ensure trading limits are in place and linked to the required e-platform prior to trading and ensure that the start to end process of onboarding is completed in a timely manner.
• Responsible for coordinating across the various CIB teams to ensure client offboarding is completed.
• Responsible for coordinating Conduct meetings with internal stakeholders
• Ensure regulatory information is obtained and client is compliant

Other Responsibilities

• Provide training and guidance for new joiners
• Preparation and update of training material and desktop operating instructions 
• Develop and implement process improvement initiatives to optimise operational efficiency 

Skills and Experience

• Markets Product Knowledge
• Organisational Skills
• Client Communication Skills
• Regulatory Knowledge 
• Client Onboarding Experience

Qualifications

• Strong ability to positively influence stakeholders across value chain to both orchestrate and execute on processes and deliver exceptional client service and experience.
• Ability to positively engage and build rapport with clients
• Strong writing and presenting skills in English
• Problem solver; looks for solutions and finds ways to progress despite blockages
• Strong drive to deliver
• Has a clear understanding of the client needs being serviced
• Ability to work independently without direct supervision and able to cope with pressures from tight deadlines
• A team player with good interpersonal skills

Competencies

Action Oriented

Collaborates

Customer Focus

Gives Clarity & Guidance

Manages Ambiguity

Develops Talent

Drives Vision & Purpose

Nimble Learning

Decision Quality

Courage

Instills Trust

Strategic Mindset

Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements