Client Onboarding Specialist – Global Banking & Markets|6 Months Contract|Central

About the Role

Our client is a leading global financial institution. The Global Banking & Markets New Business Group (GM NBG) is part of the Client Experience organization within the Operations division. The team is responsible for managing client onboarding mandates and ensuring requests are effectively project managed and completed within the expected timeline.

The role involves working closely with clients and multiple internal stakeholders, including Sales, Credit, Client Onboarding, Trading Documentation, Compliance, Legal, and Operations, to deliver an efficient onboarding experience and ensure clients are ready to trade.

Key Responsibilities

• Work closely with Sales to prioritize and manage client onboarding requests.
• Drive the documentation and account-opening process from initiation through completion.
• Act as the primary point of contact for clients throughout the onboarding process.
• Coordinate with internal stakeholders, including Legal, Credit Risk Management, Counterparty Risk, Compliance, and Operations.
• Track onboarding progress and provide clear status updates to Sales and clients.
• Identify potential bottlenecks, follow up on outstanding requirements, and drive timely resolution.
• Act as an initial escalation point for clients and internal stakeholders regarding onboarding issues.
• Project manage multiple onboarding requests simultaneously while ensuring delivery within agreed timelines.
• Identify opportunities to improve onboarding processes, increase efficiency, and enhance the overall client experience.
• Prepare and maintain presentations, reports, trackers, and analysis using Microsoft PowerPoint and Excel.
• Leverage AI tools such as ChatGPT, Microsoft Copilot, Claude, or other productivity tools to improve research, documentation, data analysis, and workflow efficiency.

Job Requirements

• Bachelor’s degree in Business, Finance, Banking, Economics, Operations, or a related discipline.
• At least 2 years of client-facing experience, preferably within financial services, banking, consulting, professional services, or a similar environment.
• Strong experience in client communication, stakeholder management, coordination, and project management.
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and ability to follow up effectively on documentation and outstanding requirements.
• Excellent written and verbal communication skills in English.
• Proficient in Microsoft Excel and PowerPoint.
• Comfortable using AI productivity tools such as ChatGPT, Copilot, Claude, or similar tools.
• Strong problem-solving and analytical skills.
• Able to work effectively with multiple stakeholders across different functions and manage a fast-paced working environment.
• Positive attitude, proactive mindset, and strong sense of ownership.

Other details

Work Location: Anson Road

Employment Type: 6-Months contract

This is an outsource role.

All Curriculum Vitae will be treated with the strict confidentiality.

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"This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to RMA Group’s PDPA and e2i’s PDPA

If you are keen to know more about this role, please email Zhuxuan at [email protected]and send your resume in MS Word format. Note that only shortlisted candidates will be contacted.

Zhuxuan (EA Regn No: R26161486)

RMA Consultants Pte Ltd (EA Licence No: 93C4403)