Onboarding Manager

VISTRA; Johor Bahru; Hybrid; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid working arrangement

Training and development

Professional membership coverage

Study leave

Job summary

Vistra in Malaysia is hiring an Onboarding Manager (APAC) to lead end-to-end client onboarding, due diligence and ongoing lifecycle activities for fund clients. You will work with internal teams to ensure a compliant, efficient client journey and support growth initiatives across the region.

The role emphasizes risk mitigation, governance and leveraging technology to improve onboarding workflows, with regional coverage from the Malaysia base.

Qualifications

• Bachelor's degree in Finance, Business Administration or related field.
• 2–5 years in client services, onboarding and KYC or client lifecycle management.
• Familiarity with Fund structures and Fund clients.
• Experience onboarding Fund clients within Corporate Services or Fund Administration.
• Strong interpersonal, communication and relationship-building skills.
• Ability to assess risks and implement process improvements.
• Basic AML/KYC regulatory knowledge and standards.

Responsibilities

• Plan and oversee end-to-end onboarding and client activation.
• Coordinate with commercial, KYC, Compliance and Service Delivery teams.
• Govern and optimize onboarding processes with data analytics and tech.
• Support business development by providing onboarding expertise in pitches.

Skills

Client onboarding

KYC

Risk assessment

Process improvement

Data analytics

Regulatory knowledge

Education

Bachelor's degree in Finance or Business Administration

MBA or CFA preferred

Job description

It's never been a more exciting time to join Vistra.

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business - to help our clients achieve progress without friction.

But progress only happens when people come together and take action. And we're absolutely committed to building a culture where our people can do just that.

We have an exciting opportunity for you to join our team Onboarding Manager. Reporting to the Head of Funds Customer Acceptance (APAC), this full-time and permanent position is based in Malaysia and offers regional coverage, allowing you to make a significant impact to our Customer Acceptance department and its' growth.

The Onboarding & Client Lifecycle Manager for the Funds (APAC) will be responsible for managing and coordinating the full spectrum of client lifecycle activities, from onboarding and due diligence to ongoing monitoring, regular reviews, and client offboarding. This role ensures a seamless and compliant client experience while working closely with internal stakeholders and clients. The ideal candidate will drive efficiency, risk mitigation, and process enhancements to optimize the client journey.

Key Responsibilities

Client Onboarding and Due Diligence:

• Plan, manage and oversee the end-to-end onboarding process, ensuring timely and efficient client activation.
• Act as the primary Onboarding contact for new clients, working with the commercial and service delivery teams to ensure a seamless transition into Vistra.
• Collaborate with internal teams (commercial, KYC teams, Compliance, Service Delivery) to agree plans and ensure all onboarding requirements are achieved in a timely manner.

Process Governance & Optimization

• Maintain data to support management oversight (local, regional and global) of process effectiveness and enable processing risks to be identified and managed quickly
• Leverage technology, automation, and data analytics to improve client lifecycle management. Look for opportunities to add value and reduce the costs of processing
• Collaborate with global and regional teams to ensure alignment of onboarding processes with organizational goals

Operational Excellence:

• Identify, assess, and mitigate risks associated with the onboarding process for individual clients, and across the process as a whole.
• Partner with compliance teams to manage regulatory changes impacting the onboarding activities.
• Leverage technology and automation tools to improve onboarding workflows and reduce manual effort.

Supporting Business Development and Growth:

• Support business development efforts by providing onboarding expertise in client pitches and proposals.
• Identify opportunities for cross-selling and upselling additional Vistra services during the onboarding process

Key Requirements

• Bachelor's degree in Finance, Business Administration, or a related field; advanced degree or certifications (e.g., MBA, CFA) preferred.
• 2 - 5 years of experience in client services, onboarding and KYC, or client lifecycle management
• Familiarity with Fund structures and Fund clients
• Experience with onboarding Fund clients within a Corporate Services, Fund Administration or Financial Services Provider
• Excellent interpersonal skills to engage with clients and internal teams effectively
• Ability to assess risks, identify inefficiencies, and implement process improvements
• Basic knowledge of AML/KYC regulatory requirements, and industry standards
• Excellent communication, negotiation, and relationship-building skills with a client-centric approach.

Company Benefits

At our Malaysia office, we believe in putting our employees' well-being first! We provide:

• Training and development for career advancement & personal development
• Hybrid working arrangement
• Study leave and professional membership coverage

Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!