Capital Markets Client Onboarding Specialist

TD Bank Group; Singapore; Vor Ort; SGD 150.000 - 230.000; Vollzeit

Zusammenfassung

TD Securities in Singapore seeks a senior onboarding professional to manage institutional-client onboarding, coordinating with Sales & Trading and cross-functional teams to ensure timely trading readiness.

The role emphasizes ownership, proactive problem-solving, and delivering high-quality client experiences while upholding regulatory and risk controls. A 7+ year background in capital markets is expected.

Qualifikationen

• Bachelor's degree.
• Min 7 years of relevant experience in investment banking, buy-side, broker-dealer or capital-markets environment.
• Strong working knowledge of Global Markets products and onboarding requirements across multiple asset classes.
• Experience with regulatory/onboarding documentation (ISDA, GMRA, GMSLA, CSA).
• Equities onboarding experience is preferred; exposure to related products is a plus.
• Proven experience independently managing institutional-client relationships and cross-functional onboarding initiatives.
• Knowledge of KYC/CDD requirements and regulatory frameworks (Dodd-Frank, MiFID II).
• Strong communication, presentation and stakeholder-management skills.

Aufgaben

• Own a portfolio of institutional-client onboarding mandates and provide proactive updates.
• Drive onboarding from initiation to trading readiness across multiple workstreams.
• Apply knowledge of Global Markets products to identify onboarding requirements and enable trade execution.
• Coordinate KYC/AML, Tax, Legal Documentation and Regulatory Onboarding across teams.
• Engage clients to understand priorities and provide clear status updates.
• Resolve blockers and escalate when decisions are needed.
• Contribute ideas to client/product/process initiatives to improve client experience and efficiency.
• Partner with Sales and Trading to support onboarding priorities and deepen relationships.

Kenntnisse

Client onboarding

Relationship management

Regulatory knowledge

KYC/AML

Stakeholder management

Communication skills

Problem solving

Ausbildung

Bachelor's degree

Tools

UiPath

Alteryx

Python

SQL

Tableau

SharePoint

Jobbeschreibung

TD Securities in Singapore seeks a senior onboarding professional to manage institutional-client onboarding, coordinating with Sales & Trading and cross-functional teams to ensure timely trading readiness.

The role emphasizes ownership, proactive problem-solving, and delivering high-quality client experiences while upholding regulatory and risk controls. A 7+ year background in capital markets is expected.