Senior Onboarding & Fund Proposal Specialist

IQ-EQ

Pasig

Hybrid

PHP 1,200,000 - 1,800,000

Full time

3 days ago
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Benefits offered by this job

Hybrid work setup
Laptop provided
13th month pay
Bonuses
HMO from Day 1
Insurance coverage
Paid time off

Job summary

IQ-EQ is seeking a role to coordinate and prepare fee proposals for Alternative Investment Funds and manage end-to-end client onboarding in a hybrid, Manila-based environment. You will handle AML/KYC reviews, compliance approvals, bank openings, and legal document coordination, while ensuring strong client communications.

This position requires strong English skills, university degree in Law or related field, and the ability to collaborate with internal and external stakeholders, with

Qualifications

  • Strong legal and business acumen enabling effective decision-making.
  • Experience in the alternative investment fund industry or Luxembourg corporate services.
  • Advanced proficiency in MS Office tools (Excel, Word, PowerPoint).
  • Problem-solving mindset with a collaborative, client-focused approach.
  • Highly organized with coordination and interpersonal skills, fluent English and a law-related degree.

Responsibilities

  • Coordinate and prepare fee proposals for Alternative Investment Funds across asset classes.
  • Manage client onboarding with internal and external stakeholders for a seamless transition.
  • Oversee AML/KYC reviews, compliance approvals, bank openings, and legal document reviews.
  • Lead client and stakeholder communications through regular meetings and proactive updates.
  • Coach junior team members and drive process improvements with leadership.

Skills

Legal and business acumen
MS Office proficiency
Stakeholder management
Communication skills
Team coordination

Education

Law degree or related field

Tools

MS Office

Job description

IQ-EQ is seeking a role to coordinate and prepare fee proposals for Alternative Investment Funds and manage end-to-end client onboarding in a hybrid, Manila-based environment. You will handle AML/KYC reviews, compliance approvals, bank openings, and legal document coordination, while ensuring strong client communications.

This position requires strong English skills, university degree in Law or related field, and the ability to collaborate with internal and external stakeholders, with

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