Resource Solutions Consulting Hong Kong Limited

E2E Onboarding (Contract, 12 months)

Resource Solutions Consulting Hong Kong Limited
Posted on 13-Jan-22

E2E Onboarding (Contract, 12 months)

Resource Solutions Consulting Hong Kong Limited

Job Highlights

  • Global Investment Bank
  • Credit Risk Administration
  • Immediately available preferred

Job Description

Position Purpose
Our Tier One Corporate and Investment Banking client is recruiting for an E2E Onboarding Coordinator on a contract basis.

This is a newly created position within ITO with a primary focus to oversee the client onboarding journey, act as the point of contact for any onboarding related matters, and to coordinate all internal processes with involved teams and departments, to integrate a business into our Client.

E2E Onboarding Objectives:
  • Orchestrate the full client onboarding process, including the deployment and monitoring of each internal teams’ SLA
  • Ensure efficient client E2E onboarding experiences and enable clients to trade within the agreed timeframe
  • Act as the point of contact for client on all onboarding related matters (such as, document collection, client queries, account set up, and pre/post trade issue resolution)
  • Act as a correspondent between the client, business, and internal functions
Roles & Responsibilities:

1. Orchestrate full onboarding process

  • Understand the purpose of each client onboarding request from RM (i.e. type of product, activities, transaction structure, etc.)
  • Define the “onboarding specification” (i.e. how the client should be setup, the KYC requirement, Regulatory requirement, Legal & Credit requirement)
  • Taking in the business priority preferences, manage the transversal onboarding pipeline based on the capacity of all involved departments (KYC, Legal, Credit, Compliance)
  • Deliver “Onboarding Induction” to client, including internal contact details and the list of document required from client (covering KYC requirement, Regulatory requirement, Legal & Credit requirement)
  • Coordinate all operations / connectivity setup (i.e. MarkitWare, CTM, SSI, e platform, etc.)
  • Collection of all required onboarding documentation from clients
  • Effectively communicate the onboarding status to clients and internal stakeholders
  • Empowered to oversee the element of operational level agreement internally
  • Handle onboarding related inquiry quickly and professionally to reduce any delay and/or loss of business
2. Efficient & effective coordination with all internal teams

  • Ensure client needs are known and understood by all teams involved, such as Data Officer, Legal, Credit, Electronic Platform support, Operations, etc.
  • Oversee internal functions involved with the onboarding process and ensure defined KPIs are met
  • Coordinate prioritization of multi-site and cross-border onboarding and related matters amongst E2E Coordinator teams around the globe
  • Maintain and report information on onboarding services and quality provided to clients
  • Contribute to the Permanent Control framework
  • Ability to interpret and articulate the guidelines provided by the Group Policies and Procedures to govern the KYC/AML onboarding process
  • Minimum two years of experience in any of the following areas preferred: Client Onboarding, KYC / AML new account onboarding, Recertification / QDD specialist, KYC Advisory, Compliance, Financial Markets Regulator
  • General understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA’s, ETSA, Options Agreements etc.) is a plus
  • Able to work independently and to work collaboratively across functions and APAC regions
  • Demonstrates strong communication skills 
  • Able to organize, evaluate and assess information in order to make recommendations and to escalate when necessary
  • Demonstrates effective organization and time management skills
  • Excellent analytical and problem solving skills (Project management experience is a plus)
  • Fluent in English (Chinese Mandarin, Korean, or any other Asian language is a plus)
  • Able to suggest and implement innovative solutions to existing and future issues
  • Proficient with Microsoft Excel and PowerPoint
  • History of achievements in similar previous roles
About Our Client
Our client is a prestigious international bank with a long history of providing corporate banking solutions to businesses and to large local companies, financial institutions and multinationals. We look for talented, tenacious individuals who are hungry to progress and eager to grow their knowledge.

Values and Diversity
Dynamic working gives everyone at our client the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager. They are an equal opportunity employer and are opposed to discrimination on any grounds. It is the policy of our client to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Additional Information

Job Type
Full Time, Temporary, Contract

Company Overview

Resource Solutions is a provider of recruitment process outsourcing (RPO) solutions. Part of the Robert Walters Group, we have delivered these solutions to leading organisations since 1997. We constantly manage a recruitment budget of over £650 million on behalf of our clients, hiring more than 16,500 employees for them each year. Our business has considerable resources at its disposal, operating from a network of 53 offices in 24 countries. We work in partnership with organisations, managing everything from global accounts with demanding resourcing strategies to single sites with low recruitment volumes. As one of the original pioneers of RPO, we have a vast amount of industry expertise. This is reflected in our client portfolio, which includes everyone from major blue-chip companies to small and medium size enterprises.

Additional Company Information

Human Resources Management/Consultancy