Assistant Client Onboarding Manager

CO_AFSHKLN Apex Fund Services (HK) Limited; Hong Kong; On-site; HKD 450,000 - 750,000; Full time

Job summary

Apex Group in Hong Kong seeks an Assistant Client Onboarding Manager for the Asia Pacific region. The role focuses on onboarding new clients in fund services and related compliance solutions, with heavy client interaction and cross-functional collaboration across Service Delivery, Legal, Compliance, and Technology teams.

Ideal candidates will have knowledge of the funds industry, strong project management skills, and fluency in English, Cantonese and Mandarin.

Qualifications

• Fluent in verbal and written English, Cantonese and Mandarin.
• Experience in fund services industry is preferred.
• Strong attention to detail and communication skills.

Responsibilities

• Be responsible for onboarding and integration of new clients in APAC with focus on fund services and compliance solutions.
• Coordinate internal functions to lead new business opportunity launches and transitions in APAC.
• Provide regular onboarding status updates to clients and internal teams.

Skills

English

Cantonese

Mandarin

Client onboarding

Project management

MS Office

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Job Title: Assistant Client Onboarding Manager Location: Hong Kong

Job Description Apex Group Ltd is seeking a Assistant Client Onboarding Manager for Asia Pacific region. This is an opportunity for someone with knowledge of the funds industry looking to develop their skills further. The role is very much client facing, and will involve high level of client interaction, e.g. calls or meetings, with all functional areas within the Company including Service Delivery teams, Technology, Product Management, Sales, Senior Management and the Ex-Co. Candidate with more experience will be offered Client Onboarding Manager.

Job Responsibilities

• Be responsible for the onboarding and integration of new business clients in the APAC region, with key focus on fund services, corporate services and compliance solutions services in APAC region under the latest applicable regulations and Group Policy.
• Coordinate internal functions including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to project lead all new business opportunity launches and transitions in APAC, this will include coordination of client adoptions, KYC process, account openings, review and negotiation of funds offering documentation and legal agreements and internal system set ups.
• Provide regular client onboarding status update to new clients and internally.
• Host regular project calls with stakeholders and project plans should be maintained to track progress.
• Work closely with the Regional Head of Onboarding to provide updates to senior management and client services teams on integration projects; assist in the production of the regional WIP tracker for all local offices and other KPIs / management reports as required.
• Work with the Regional Head of Onboarding to develop the 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.
• Assist with the integration of newly acquired businesses into the Apex Group to ensure a consistent approach is applied across acquired entities from an onboarding perspective, and Support any ad hoc tasks as required and assist in enhancement of onboarding procedures for new product lines as assigned by line manager.

Job Requirements

• The ideal candidate must have basic knowledge and experience in the fund services industry, including corporate solutions services, hedge funds, and private equity funds.
• Experience with different fund structures, domicile, and regulatory requirements in APAC jurisdictions is advantageous.
• The candidate must be fluent in verbal and written English, Cantonese and Mandarin.
• The candidate should demonstrate strong attention to detail, excellent communication skills verbally and in writing.
• Client experience is a must.
• The candidate must be self-motivated, capable of multi-tasking and exhibit rational problem‑solving abilities.
• The candidate should work effectively in a team and independently lead projects.
• Proficient in MS office, particularly Word, Excel and PowerPoint.
• Project management skills are required.
• Candidate with more experience will be offered Client Onboarding Manager.

What you will get in return

• A genuinely unique opportunity to be part of an expanding large global business
• Competitive remuneration commensurate with skills and experience
• Training and development opportunities

We are an equal opportunity employer and ensure that no applicant is subject to less favour‑able 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.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single‑source solution and unified cross asset‑class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross‑jurisdictional expertise delivered by a long‑standing management team and over 13,000 highly integrated professionals. We’re a people‑powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people‑powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us