Head of Client Onboarding, Asia Pacific

Overview

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
Tab Item Content

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
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Department: Client Onboarding

Employment Type: Permanent

Role & Key Responsibilities:

  • Responsible for the onboarding and integration of new Fund Services clients in the APAC region
  • Coordinate the Regional Client Acceptance process in the region to ensure all proposals are supported by relevant documentation, reviewed and approved before distribution to clients
  • Be part of the Regional Client Acceptance Committee (R-CAC) that will make decisions to accept, reject or refer high risk proposals to the Group Client Acceptance Committee (G-CAC). The candidate will be responsible for liaising with the G-CAC on high risk proposals
  • Responsible for liaising with local office onboarding leads to project manage all new fund launches and transitions regionally, this will include coordination of client adoptions, account openings, review and negotiation of funds offering documentation and legal agreements and internal system set ups
  • Coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.
  • Ensure regular status updates are provided to new clients. Regular project calls should be scheduled with stakeholders and project plans should be maintained to track progress.
  • Work closely with the Global Head of Onboarding to provide updates to senior management and client services teams on integration projects; production of the regional WIP tracker for all local offices and other KPIs / management reports as required.
  • Work with the Global Head of Onboarding to develop best practices and operating models for integration to enhance the client onboarding experience; ensure all local and Group onboarding KYC policies/ procedures are strictly adhered to
  • Support sales and operations in preparation of client risk assessments, request for proposals (RFPs), sales presentations, technical product support and delivering product demonstrations to prospective clients
  • Assist with the integration of new acquired businesses into the Apex Group to ensure a consistent approach is applied across acquired entities from an onboarding perspective, and
  • Support ad hoc projects as required and roll out of onboarding procedures for new product lines, etc.

Candidate Requirements:

  • The ideal candidate must have an excellent knowledge of funds industry and will have experience working on Hedge and private equity funds
  • Experience of different fund structures, domicile and regulatory requirements is an advantage
  • Experience/knowledge of Custody/Depository services is an advantage
  • You should have strong attention to detail and excellent communication skills. The ability to speak local languages is an advantage. The candidate must be able to work on their own initiative
  • Possess project management skills
  • Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other fund accounting systems would be an advantage
  • A high level of visibility within a large organisation on an upwards trajectory
  • The ability to define marketing processes to drive innovation and have a tangible impact on the business
  • Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
  • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
  • Opportunity to work with a diverse, agile and global marketing team.
  • The opportunity to innovate, bring discipline to brand activity and really make a difference.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: r[email protected]

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in strictly confidential.

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Life At Apex

"Working here I have the space to be creative, take ownership and develop continuously. It’s a great company with a purpose, which in turn enables its people to identify with the core values and mission."

Diane Mero, Office Manager, Dubai

What we look for

We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making our business what it is today and the more we grow, the more important that becomes.

 

Whatever your career path, ambition or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish.

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