Client Onboarding Assistant Manager

[Your Next Opportunity]

We are looking for a motivated and detail-oriented Client Onboarding Assistant Manager who will work closely with the Client Relationship department and the Director, Head of Client Relationship to support the onboarding activities of new clients and intermediaries. In this role, you will assist in coordinating the onboarding process, ensuring that client information and documentation are collected, reviewed, and processed accurately and in a timely manner.

You will work closely with internal teams to support a smooth onboarding experience. This role is ideal for someone who thrives in a fast-paced environment, attentive to detail, committed to delivering a high standard of client service while ensuring compliance with regulatory requirements.

[Your Role and Responsibilities]

Collaborate with internal teams to deliver on client onboarding requirements and ensure a positive client experience

Setup, manage, and maintain new business onboarding files, trackers, and status reports

Track and drive timely follow up on onboarding action items and outstanding matters

Liaise with compliance team on KYC, AML, and regulatory requirements

Engage with clients to obtain KYC and due diligence documentation and follow up on outstanding requirements in a timely manner

Review onboarding documentation to ensure completeness, accuracy, and compliance with internal and regulatory standards

Prepare and coordinate documentation for new business approval processes

Ensure a smooth and efficient onboarding process through effective coordination across cross-functional teams

Identify and escalate high-risk or complex onboarding cases where necessary

[What We Are Looking For]

[Education]

Diploma and above

[Skills and Experience]

At least 3 to 4 years of experience in the financial or corporate services industry in client due diligence or onboarding administrative roles. Experienced candidates will be considered for a Client Onboarding Manager role and compensation will commensurate accordingly

Basic understanding of KYC, AML, and client due diligence is preferred

[Traits]

Organised: Effectively manage multiple tasks, prioritise workload, ensure accuracy, and follow through on responsibilities in a fast-paced environment

Self-Motivated: Resilient under pressure, able to work both independently and collaboratively, taking ownership while meeting deadlines

Strong Communication: Clear written and verbal communication

[What We Offer]

Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships

Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus

Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity

We regret to inform you that only shortlisted candidates will be notified.