Onboarding Manager

VISTRA; Johor Bahru; Hybrid; MYR 180,000 - 240,000; Full time

Benefits offered by this job

Flexible hybrid working

Medical insurance

Dental coverage

Wellness allowance

Annual leave entitlement

Mentorship program

Certification reimbursement (ICSA)

Job summary

Vistra, based in Johor Bahru, Malaysia, seeks an Onboarding Manager to lead end-to-end client onboarding, working with cross-functional teams to ensure a seamless, compliant experience. The role offers regional coverage and a path to drive efficiency and risk mitigation across the onboarding journey.

The ideal candidate has 5+ years in client services, onboarding and KYC, with AML/KYC knowledge, strong communication, and project-management skills. A hybrid working arrangement is available.

Qualifications

• 5+ years of experience in client services, onboarding and KYC.
• In-depth knowledge of AML/KYC regulatory requirements.
• Excellent communication and stakeholder management skills.
• Experience with onboarding processes and KYC systems.
• Familiarity with MAS, AML/CFT, CDSA, ACRA regulations.

Responsibilities

• Plan and oversee end-to-end client onboarding and activation.
• Coordinate with commercial, KYC, Compliance and Service Delivery teams.
• Identify process improvements to optimize onboarding and reduce risk.
• Ensure compliance with AML/KYC and other local/regulatory obligations.
• Support business development with onboarding expertise in pitches.

Skills

AML/KYC knowledge

Client services

Onboarding management

Data analytics

Communication skills

Time management

MS Office

Education

Bachelor's degree in Finance or Business Administration

CAMS certification

Tools

Onboarding software

MS Office Suite

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 as Onboarding Manager. Reporting to the Head of Funds Onboarding, this full-time and permanent position is based in Johor Bahru, Malaysia and offers regional coverage, allowing you to make a significant impact to our team and its’ growth.

The Onboarding Manager will be responsible for managing and coordinating the client onboarding process. 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 identify and support process enhancements to optimize the client onboarding 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.
• Act as the point of escalation for any KYC processing issues or queries from the KYC teams.
• Perform collection of documents and information from business and/or clients for purposes of onboarding process as per the approved list of documents requirements.
• Checks for completeness of documents submitted by clients, track work status and follow-up on any delays and deficiency to ensure service delivery requirements are met.

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.
• Ensure proper system maintenance and updates of KYC records and documentation.

Operational Excellence:

• Ensure compliance with all relevant local and international regulations, including AML/KYC, ACRA, FATCA, CRS, and other local obligations.
• 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.
• Ensure adherence to standards and procedure.

Supporting Business Development and Growth:

• Support business development efforts by providing onboarding expertise in client pitches and proposals.
• Work with the business teams on pipelines and business development targets to ensure effective capacity management for onboarding and KYC activities escalating any capacity concerns at earliest point.
• Support with uploading and maintaining opportunities on VForce.
• Perform any other ad-hoc tasks and project work as assigned.

Attributes/Technical Skills

• In-depth knowledge of AML/KYC regulatory requirements, and industry standards.
• Excellent interpersonal skills to engage with clients and internal teams effectively.
• Ability to assess risks, identify inefficiencies, and implement process improvements.
• Excellent communication, negotiation, and relationship-building skills with a client-centric approach.
• Excellent time management, good organisation skills and multi-tasking skills.
• Ability to work independently with minimal supervision, and to excel under pressure for meeting any tight deadlines
• Proficiency in Microsoft Office Suite and experience with onboarding software is a plus.
• 5+ years of experience in client services, onboarding and KYC, or client lifecycle management.
• Familiarity with financial regulations (MAS, AML/CFT, CDSA, ACRA, etc.).
• Experience managing KYC processes, systems and other relevant onboarding management tools would be an advantage.
• Education and Professional Qualification
• Bachelor’s degree in Finance, Business Administration, or a related field.
• CAMS Certification or other Compliance certification would be an advantage

Company Benefits:

At our Malaysia office, we believe in putting our employees’ well-being first! We offer a flexible hybrid working arrangement and celebration leave. Additionally, we provide comprehensive medical insurance and dental coverage, wellness allowance and competitive annual leave entitlement to support your well-being and time to recharge or explore your passions out of work.

As advocates of continuous learning and professional development, we provide an internal mentorship program and reimburse professional membership fees for certifications like ICSA, ensuring you stay ahead in your field.