Senior Client Management Specialist

TD Bank; Singapore; Vor Ort; SGD 120.000 - 180.000; Vollzeit

Zusammenfassung

TD Bank Group in Singapore seeks an experienced onboarding professional to drive complex client onboarding for the TD Securities dealer. You will partner with Sales & Trading, coordinate across KYC/AML, Tax, and Legal Documentation, and ensure readiness from onboarding initiation to trading readiness.

The role requires deep knowledge of capital markets, strong judgement, and an ownership mindset to deliver timely outcomes while maintaining risk controls and client experience.

Qualifikationen

• Experience leading complex client onboarding in capital markets.
• Strong relationship management with senior stakeholders.
• Knowledge of KYC/AML processes and regulatory onboarding.

Aufgaben

• Lead complex onboarding mandates for institutional clients, with senior oversight.
• Serve as senior contact for clients, Sales & Trading, and internal partners.
• Provide coverage for Client Management Lead to sustain priorities.
• Coordinate KYC/AML, Tax, Legal Documentation and Regulatory onboarding.
• Apply global markets onboarding expertise to ensure trade-readiness.
• Influence stakeholders to unblock issues and drive timely resolution.
• Shape client/product strategies for the Dealer and translate into execution.
• Partner with Sales and Trading on strategic client priorities.

Kenntnisse

Onboarding

Client Management

Relationship Management

Tools

UiPath

Alteryx

Python

SQL

Tableau

SharePoint

Jobbeschreibung

Work Location

Singapore, Singapore

Hours

40

Line of Business

Personal & Commercial Banking

Pay Details

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description

Department Overview

Global Business Services & Operations is at the core of TD Securities. We are a dynamic, multi-faceted division that partners with all parts of the Dealer, including Sales & Trading to provide banking, securities, and asset management services to clients globally. Global Business Services & Operations recruits highly motivated individuals who can help the Dealer and our clients facilitate business. Professionals in Global Business Services & Operations come from a variety of academic and professional backgrounds.

The successful candidate will be part of the Client Management team within Global Business Services & Operations. The team's primary responsibility is relationship management, coordination and management of onboarding of clients for TD Securities, globally. Client Management is also responsible for assisting with large client relationships initiatives that impact the dealer. The Client Management team is committed to ensuring services provided across the Bank and to its clients are delivered in a professional manner, that risk is minimised, and the client has a positive experience. The successful candidate will be expected to take personal ownership of client outcomes, communicate with confidence, think creatively and continuously improve how we work.

Role Overview

This is a highly visible, client-facing senior role for an experienced individual who combines deep capital-markets knowledge with strong judgement and an ownership mindset. The successful candidate will act as a trusted onboarding partner to clients, Sales and Trading, anticipating needs, navigating complex issues and driving high-priority onboarding mandates through to trading readiness. The role will also act as a senior escalation point and provide coverage for the Client Management Lead when required.

You champion an innovative culture and mindset by challenging and evolving the business strategy. You identify and execute innovative improvement opportunities; inspire the adoption of new technologies, models and methodologies to enhance productivity, operational effectiveness of the business, and client experience, while supporting an effective control environment.

You have broad understanding of trade life-cycle functions that may impact the client experience (pre /intra/post-trade) and effectively manage the onboarding process to drive client satisfaction.

You establish collaborative relationships with partners and communicate complex issues to a wide array of stakeholders.

You demonstrate a go-getter mindset: takes initiative, follows through relentlessly, challenges blockers constructively and mobilises the right stakeholders to deliver outcomes within demanding timelines

You identify opportunities to optimize internal business processes and strategies with technology solutions; identify development needs to increase operational efficiency and productivity.

You prioritize competing requests and multiple tasks in a deadline driven environment with meticulous attention to detail and organizational skills.

Practical knowledge of Co-pilot and programming tools, such as UiPath, Alteryx, Python, SQL, Tableau, SharePoint, etc. is an asset

Specific accountabilities include:

• Lead complex, high-priority and sensitive institutional-client onboarding mandates, providing senior-level oversight and judgement to drive effective outcomes from initiation through trading readiness.
• Act as a senior point of contact and escalation for clients, Sales and Trading and internal partners, applying judgement to resolve ambiguity, competing priorities and material delivery risks.
• Provide coverage for the Client Management Lead when required, helping maintain continuity of day-to-day team priorities, stakeholder engagement, escalations and delivery oversight.
• Set direction across complex cross-functional onboarding workstreams, aligning KYC/AML, Tax, Credit, Legal Documentation and Regulatory Onboarding partners on dependencies, decisions and critical-path actions.
• Apply deep Global Markets and onboarding expertise to anticipate downstream trade-readiness implications, challenge assumptions and improve execution across multiple asset classes.
• Influence senior stakeholders and mobilise decision-makers to unblock issues, balance client and control considerations and drive timely resolution.
• Shape new-client, product and process strategies for the Dealer by identifying systemic opportunities, recommending improvements and helping translate priorities into execution.
• Partner with Sales and Trading on strategic client priorities, supporting long-term relationship developmen