VP Client Onboarding
OBJECTIVE:
There are two key deliverables for the OnBoarding team –
Implementation and Design: Work with sponsors, clients and all relevant stakeholders to understand requirements, develop solutions and safely implement portfolios
Data Integrity: Structure portfolio data in core systems in line with the account objectives, to ensure that client assets can be accurately managed and serviced
Job Purpose/Background:
Working within the team carries responsibility for establishing the client service framework for new clients. In addition, the role will also ensure the timely and accurate implementation of subsequent new and change events. It is a role that is exposed to significant financial, reputational and operational risk, and consequently requires a highly-skilled Client Service Operations specialist to perform the launch-lead function.
Key Responsibilities:
? Lead a team of internal and external stakeholders to perform the tasks necessary to ensure new and existing clients experience client service excellence.
? Assumes ownership for the efficient and timely implementation of client change events
? Establish a deep understanding of the client requirements when on-boarding a new relationship.
? Gain and utilize a thorough knowledge of the business infrastructure/ architecture in which we work. This incorporates excellent system and product knowledge, inter alia.
? Work in partnership with more senior members of APAC regionally and also globally, to successfully launch events of a more complex nature.
? Constantly explore avenues for adding value to the service proposition
? Apply time management attributes to balance launch lead activities alongside ad-hoc project work.
Development Value:
The successful candidate will be working in a team that is critical to the efficient take-on of client activity within my client. There will be the opportunity to develop an understanding of how client functions across the globe. Consequently, exposure will be gained to all parts of the business including the Portfolio Management Group, Product Development teams, the Global Client Group and the various support services across the firm. This breadth of interaction and technical insight, coupled with the growth expectations of OnBoarding, provide the successful applicant with an ideal opportunity to progress his/ her career.
Experience/Qualifications:
? At least 6 years within the Financial sector, ideally with an Asset Management Firm, Custodian or Fund Administrator
? Background within an on-boarding environment seen as a differentiator
? Professional qualifications i.e. CFA desirable
? Relevant degree preferred
Competencies:
? Confident, with an ability to thrive under pressure
? Strong team player, who proactively seeks to build networks
? Very strong task/ time management acumen. Able to prioritize work independently
? Driven to succeed, with a passion for the business
? Excellent communication skills, both written and verbal
? Commercially-aware, understands the ‘value of money’
? Diligent and results-focused
? Adept at balancing multiple tasks through to delivery
? Able to grasp concepts quickly, and problem solve through an analytical mindset
? Maintain a positive ‘can do’ attitude, displaying a flexible approach
Interested Candidates please send across your CV to komal@ksconsulting.com.sg
Only successful candidates will be contacted.
MOM Registered Employment Agency: 08C5498
Employment Agency Personnel Registration No.: R1103675
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