Assistant Client Onboarding Manager

Apex Group Ltd; Hong Kong; On-site; HKD 480,000 - 700,000; Full time

Job summary

Apex Group Ltd is seeking an Assistant Client Onboarding Manager for the Asia Pacific region, based in Hong Kong. The role focuses on onboarding new clients, coordinating between Service Delivery, Legal, Compliance and Technology, and ensuring smooth transitions under Group Policy.

The candidate will engage with clients, manage KYC processes, and support integration of new funds and services while working closely with regional leadership to improve onboarding procedures.

Qualifications

• The ideal candidate has basic knowledge and experience in the fund services industry and client onboarding.
• Strong communication skills in English, Cantonese and Mandarin.
• Experience with coordinating multiple internal functions and project management.

Responsibilities

• Be responsible for onboarding and integration of new business clients in APAC region.
• Coordinate internal teams to project lead new business opportunities and transitions in APAC.
• Provide regular onboarding status updates to clients and internal teams.
• Host project calls and maintain plans to track progress and KPIs.
• Develop best practices and operating models for onboarding processes across the group.

Skills

Client onboarding

Project management

English

Cantonese

Mandarin

Tools

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 R** equ **irements:

• 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

Additional information:

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 https://www.apexgroup.com/corporate-social-responsibility/