Account Services (Onboarding)

OVERVIEWThe 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 RESPONSIBILITIESAct 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.REQUIREMENTSBasic 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.