Duration: 9-month renewable contract, renewable
Salary: up to HKD90,000 per month depending on experience
The Client Onboarding and Client Change function is a cross product function within Market & Securities Services (MSS). The team focuses on client changes and client transitions. The function ensures collaboration across the different teams that need to be part of the process to onboard clients and deliver Client Change into Securities Services.
The Transitions Manager for Client Onboarding and Client Change is responsible for the new business onboarding process for clients based in China of the Asia Pacific region for Securities Services. The key objective is to lead new fund / client take on within a prescribed risk profile, product scope, timeline hand resources. The process involves close coordination, on a project basis, end-to-end from business approval, agreeing key operational requirements, getting requisite setups completed, navigating legal documentation, arranging asset transitions etc. all the way to go-live. The role involves high level of client communication and client interaction. The incumbent will work very closely with Sales Team, Client Management and key personnel at client's end. It is important for the incumbent to ensure that clients and internal stakeholders are kept updated periodically and any issues escalated quickly. Success is reflected in client satisfaction scores achieved via a smooth onboarding experience that leads to the commencement of a long-term business relationship.
Principle Accountabilities
- Lead the onboarding process for new case launches with tight governance
- Closely coordinate with Sales, and Client Management to take clients through business acceptance to go-live
- Engage with Service Delivery and Product teams to ensure client requirement are serviceable or on a development path
- Maintain a library of current documentation and processes for new case onboarding
- Develop and maintain good relationships with key client personnel
- This is a client facing role, which would require interaction, communication and negotiation skills.
- The jobholder will have to manage client satisfaction and have time and resource prioritization skills.
- The jobholder will need to become familiar with SSv products and systems, applicable policies and regulations, client and counterparty management protocols
- Liaise with Operations, Product and IT teams as appropriate to ensure any deliverables dependent on these functions are on track to complete in line with agreed timeframes
- Support, coordinate to ensure change requirements are appropriately gathered, documented, signed off and prioritised
- Encourage a positive working environment across disciplines and teams, resulting in stronger alignment
- Identifies opportunities for improvements and suggestions for change
- Develop best practices and tools for change project execution and management
- Relevant experience in Global Banking and Markets businesses (CIB now)
- Familiarity and experience in asset custody, market regulations, fund structures and associated industry practices will be an advantage
- Strong interpersonal skills
- Proven ability of managing clients
- Ability to understand detailed operational and regulatory requirements
- Excellent written English and Chinese, excellent oral skills in English and Mandarin
- Ability to effectively prioritise and manage multiple priorities in a deadline driven environment
- Willing to drive change and improve client experience
