AVP/VP, Sr Relationship Manager (Client Onboarding), Global Markets Operations

Job Description:

The Global Markets Client Onboarding team are a fast-paced, client facing team that owns the end-to-end onboarding experience for both new and existing clients.The candidate will be responsible for delivering end‑to‑end client onboarding for a portfolio of clients across Global Markets products, including FICC and Equities. The position requires strong coordination across internal stakeholders, effective prioritization with business partners, and continuous improvement of onboarding processes leveraging industry solutions. The role is client‑facing and requires a commitment to high‑quality service delivery

Responsibilities:

• Client facing role tasked with ensuring the successful delivery of client Onboarding requests for Markets OTC Derivative for APAC clients
• Managing internal stakeholders in the entire Onboarding cycle (AML, Documentation, Compliance, Credit, Tax, Middle Office and Front Office) to ensure overall delivery to the client within expected timeframe
• Coordinate new business pipeline management and prioritisation with the business partners and Onboarding stakeholders to ensure delivery of business development and revenue strategy
• Assisting clients with requirements for the BofA account opening process as well as providing the necessary data to clients to complete their own internal account set up when necessary
• Collaborate with the wider client onboarding team to establish a streamlined & synergised global process across multi-asset classes and market products
• Drive continuous improvements and automation/digitisation initiatives

Requirements:

- Minimum 7 years experience in client onboarding, account management or a similar operations/client facing role within financial services.
- An understanding of AML/KYC, regulatory and documentation requirements for institutional client onboarding.
- Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
- Highly organised with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
- Experience in AI-powered tools, agents , automation or workflow tools would be advantageous.