Client Onboarding - Pre Trade (Asset Management)

Delta Capita Group; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated professional for a Client Onboarding role. This position involves managing pre-trade client relationships and ensuring a smooth onboarding process across various financial products. The ideal candidate will thrive in a fast-paced environment, coordinating with internal teams while delivering exceptional service to institutional clients. With a focus on legal terms, KYC, and compliance, this role offers the opportunity to work closely with key stakeholders in a dynamic global setting. If you're passionate about client service and looking to make a significant impact, this is the role for you.

Qualifications

• Experience within Client Service & Relationship Management is preferred.
• Strong written and verbal communication skills are essential.

Responsibilities

• Drive pre-trade client relationships to ensure readiness across all products.
• Manage client timelines for fund launches and trade dates.

Skills

Client Service

Relationship Management

Legal Negotiation

KYC

Communication Skills

Organizational Skills

Education

Bachelor’s Degree

Tools

Excel

PowerPoint

FXAll

Bloomberg

S&P

Job description

Client Onboarding - Pre Trade

London - Fixed Term Contract

Asset Management experience is a must

The Global Markets New Business Group (NBG) sits within the Client Experience Operations team and is responsible for managing pre-trade client relationships across the division. The team coordinates with clients on documentation, account setup, and configuration to ensure a seamless onboarding process. Aligned both by client and by sales desks (FX, Equities, Credit, Rates, Commodities, etc.), NBG works closely with internal teams such as legal, credit risk, operations, and compliance.

The NBG team builds strong, lasting relationships with institutional clients including asset managers, hedge funds, and corporates by delivering excellent service and maintaining regular engagement. Team members are expected to stay up to date on commercial, legal, KYC, and regulatory requirements, while thriving in a fast-paced, dynamic global environment across key locations including London, Paris, New York, and Singapore.

RESPONSIBILITIES

• Owning and driving pre trade client relationship to ensure readiness to trade across all products (Derivatives, Repo, Cash). Active discussions with Sales to understand commercial opportunities & prioritize accordingly.
• Drive internal and external negotiations and processes including trading agreements (ISDA, CSA, GMRA etc) and account opening.
• Develop in depth knowledge of all client requirements such as legal terms (ISDA & CSA, GMRA etc), AML, KYC, configuration platforms (FXAll, Bloomberg, S&P etc) & product requirements.
• Manage tight client timelines for fund launches, market specific deadlines and trade dates.
• Very strong written and verbal communication skills.
• Highly organized, able to multi-task, and prioritize projects. Detail oriented and self-driven. Strong client service orientation.

QUALIFICATIONS

• Bachelor’s Degree. Experience within Client Service & Relationship Management is preferred.
• Experience with legal negotiation, KYC and regulations is also a plus. Foreign language skills to a professional level are also desirable but not essential.
• Business Intelligence (BI) skills / strong excel and PowerPoint skills are also desirable but not essential.

How We Work:

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

This is a fixed-term contract/permanent, full-time position located in London. As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our team will contact you within 4 weeks. For this role a valid working permit for the UK is mandatory.

Expectations regarding hybrid working: As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the clients' offices or our own offices depending on the client) aligns to what our clients' policies and expectations are and these vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita requires. However, some of our clients have now moved up to 4 days and even 5 days in the office and we require candidates to be flexible to meet our client demands.

Who We Are:

Delta Capita Group is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualised services for financial institutions for non-differentiating services.

Our 3 offerings are:

• Managed Services
• Consulting & Solutions
• Technology

To know more about Delta Capita and our culture click here:Working at DC - Delta Capita