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Assistant Manager, Client Onboarding

Apex Group Ltd

Apex Group Ltd

Shanghai, China
Posted on Wednesday, July 3, 2024


The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you.
Assistant Manager, Client Onboarding
Location: Shanghai
The Apex Group has an exciting opportunity for a Assistant Manager of Client Onboarding team to join an inclusive and welcoming team in Shanghai. The job offers a favorable salary and benefits package, including the opportunity to explore flexible working arrangements.
Job specification
  • Responsible for the onboarding and integration of new business clients in the APAC region, with key focus on fund services, corporate services and compliance solutions services in Japan and South Korea.
  • Responsible to coordinate with local offices to project lead all new business opportunity launches and transitions regionally, this will include coordination of client adoptions, KYC process, account openings, review and negotiation of funds offering documentation and legal agreements and internal system set ups.
  • Coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project-managed.
  • Provide regular launch status update to new clients and internally. Regular project calls should be scheduled with stakeholders and project plans should be maintained to track progress. • Work closely with the Regional Head of Onboarding to provide updates to senior management and client services teams on integration projects; assist in the production of the regional WIP tracker for all local offices and other KPIs / management reports as required.
  • Work with the Regional Head of Onboarding to develop best practices and operating models for integration to enhance the client onboarding experience; ensure all local and Group onboarding KYC policies/procedures are strictly adhered to.
  • Assist with the integration of new acquired businesses into the Apex Group to ensure a consistent approach is applied across acquired entities from an onboarding perspective.
  • Support ad hoc projects as required and assist in enhancement of onboarding procedures for new product lines, etc.
Skills Required:
  • The ideal candidate must have intermediary level of knowledge and experience of fund services industry, including corporate solutions services and hedge funds and private equity funds. Experience of different fund structures, domicile and regulatory requirements in Japan and Korea is an advantage.
  • The ideal candidate should be fluent in verbal and written English.
  • Japanese literacy is a must, Korean literacy is a plus.
  • You should have strong attention to detail, excellent communication skills and be client centric.
  • The candidate must be self-driven and be able to multi-task.
  • Possess project management skills. To be successful in this role it is envisaged that the candidate be motivated, initiative and achievement oriented to successfully onboard new business.
What you will get in return:
  • A genuinely unique opportunity to be part of an expanding large global business;
  • Competitive remuneration commensurate with skills and experience;
  • Training and development opportunities
Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/
Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of China for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside China for the purpose of this recruitment.