CLIENT ONBOARDING & SALES SUPPORT SPECIALIST (BASED IN SINGAPORE OR HONG KONG)

Job description

CLIENT ONBOARDING & SALES SUPPORT SPECIALIST (BASED IN SINGAPORE OR HONG KONG)

What you will do

• Independent coordination of the entire client lifecycle, including onboarding, due diligence (KYC/AML), account setup, trading support, and ongoing client management
• Primary point of contact for internal stakeholders in Sales, Structuring, Middle Office, Back Office, and Compliance to ensure the smooth and timely execution of client activities
• Client onboarding through direct communication with clients to collect, review, and validate the necessary documentation in accordance with internal policies and regulatory standards
• Conducting due diligence reviews, including AML/CFT screening, PEP and adverse media assessments, and client risk classification, to ensure compliance with applicable regulations (e.g., MAS, SFC, DFMSA)
• Maintaining accurate client records and documentation throughout the entire lifecycle, including periodic reviews and updates
• Support for transaction control and product classes, structured product processes, and post-trade activities to ensure that all operational steps are completed accurately and efficiently
• Monitoring and resolving issues throughout the entire trading cycle, proactively troubleshooting, and coordinating with relevant teams to minimize delays or risks
• Supporting sales teams in their daily work by managing inquiries, preparing client materials (presentations, reports, analyses), and promptly following up on client-related matters
• Handling of operational processes such as the processing of sales commissions and related system updates
• Ensuring data integrity across systems by maintaining and updating client and transaction information to support both operational accuracy and reporting needs
• Contribute to process improvement initiatives by identifying inefficiencies, improving workflows, and supporting the implementation of new tools, systems, or regulatory requirements
• Supporting internal and external audits by preparing documentation, responding to inquiries, and ensuring the transparency and accuracy of client records

What you need

• 3–5 years of experience in client onboarding (KYC/AML), sales support, operations, or related roles in the financial services sector
• Solid understanding of KYC, AML/CTF requirements, and client onboarding processes
• Knowledge of structured products and/or derivatives is a plus
• Familiarity with the regulatory frameworks in Singapore, Hong Kong, or similar jurisdictions
• Bachelor's degree in finance, business administration, law, compliance, or a related field
• Strong organizational and analytical skills with a keen eye for detail
• Ability to manage multiple priorities and work effectively under pressure