Account Services (Onboarding)

OVERVIEW The Account Services (Onboarding) within the Institutional Business team is primarily responsible for engaging both internal and external stakeholders to ensure a swift and smooth onboarding experience for our Institutional and VIP clients. KEY RESPONSIBILITIES - Act as the primary onboarding liaison for institutional and VIP clients across both traditional and digital financial sectors, ensuring that all client inquiries and requests are addressed promptly and professionally. - Collaborate with internal teams to ensure a smooth onboarding process, ensuring that client requirements are met and exceptional service is delivered. - Manage and supervise internal systems for onboarding from pre-onboarding to onboarding. - Assist in the daily operations of the department, coordinating cross-functional efforts to enhance efficiency and ensure the successful execution of strategies. REQUIREMENTS - Basic understanding of financial services, banking, or fintech sectors, with the ability to articulate complex concepts clearly to clients and stakeholders. - A diploma or degree in business, finance, or a related field; equivalent professional experience will also be considered. - Proven client management skills, including the capacity to maintain robust relationships, conduct thorough client profiling, and implement personalized account management strategies. - Proficiency in both English and Mandarin, both written and verbal, with strong analytical and communication skills to engage effectively with clients at all levels. - A solid educational background, preferably in business, finance, or a related field. - A genuine passion for the financial technology industry, demonstrated by ongoing engagement with industry developments, trends, and best practices; relevant industry experience is strongly preferred. - Ability to work collaboratively in a fast-paced environment, demonstrating adaptability and a proactive approach to problem-solving.

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