Account Services Manager (Onboarding)

ASIA GULF CLOUD PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial technology firm in Singapore is seeking an Account Services Manager (Onboarding) to ensure a smooth onboarding experience for Institutional and VIP clients. The ideal candidate will possess client management skills, fluency in English and Mandarin, and a passion for the fintech industry. Responsibilities include acting as the primary liaison for clients, collaborating with internal teams, and preparing detailed reports to inform strategies.

Qualifications

• Basic understanding of financial services, banking, or fintech.
• Proven ability to build and maintain client relationships.
• Proficiency in English and Mandarin, both written and verbal.

Responsibilities

• Serve as primary onboarding liaison for institutional and VIP clients.
• Collaborate with teams to enhance onboarding processes.
• Prepare reports on client interactions and market trends.

Skills

Client management

Analytical skills

Communication skills

Adaptability

Education

Degree in business, finance or related field

Job description

OVERVIEW

The Account Services Manager (Onboarding) within the Institutional Business team is primarily responsible for engaging both internal and external stakeholders to ensure a swift and smooth onboarding experience for SGB's Institutional and VIP clients.

KEY RESPONSIBILITIES

• Act as the primary onboarding liaison for institutional and VIP clients across both traditional and digital financial sectors, ensuring that all client inquiries and requests are addressed promptly and professionally.
• Collaborate with internal teams to ensure a smooth onboarding process, ensuring that client requirements are met and exceptional service is delivered.
• Work independently to identify gaps in the onboarding process. Identify and enhance the process for efficiency and deliver a smooth onboarding experience for clients.
• Manage and supervise internal systems for onboarding from pre-onboarding to onboarding.
• Assist in the daily operations of the department, coordinating cross-functional efforts to enhance efficiency and ensure the successful execution of strategies.
• Prepare and present reports on client interactions, market trends, and performance metrics to inform decision-making and strategy formulation.

REQUIREMENTS

• Basic understanding of financial services, banking, or fintech sectors, with the ability to articulate complex concepts clearly to clients and stakeholders.
• Proven client management skills, including the capacity to maintain robust relationships, conduct thorough client profiling, and implement personalized account management strategies.
• Proficiency in both English and Mandarin, both written and verbal, with strong analytical and communication skills to engage effectively with clients at all levels.
• A solid educational background, preferably in business, finance, or a related field.
• A genuine passion for the financial technology industry, demonstrated by ongoing engagement with industry developments, trends, and best practices; relevant industry experience is strongly preferred.
• Ability to work collaboratively in a fast-paced environment, demonstrating adaptability and a proactive approach to problem-solving.
• Ability to work independently and apply critical thinking whilst delivering the message in a professional manner.