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Career Opportunity

Onboarding Specialist

  • Primary Location: China,Shanghai,Shanghai
  • Education: Bachelor's Degree
  • Job Function: Commercial and Business Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 19011784


  • Manage the Client onboarding experience, expectations and communications, ensuring transparency throughout the entire onboarding process both internally (RM, Operations, BSU, ASU, TTS, etc.) and externally to the client
  • Develop a Client journey that is reliable, repeatable and fast, being the driving force for improvements;
  • Being the single point of contact for internal partners and the Client: interacting with key teams to identify and remove bottlenecks;
  • Assist Relationship Manager (RM) on end-to-end account opening process.
  • Plan account opening documents based on client’s needs/client type/account type.
  • Guide client to fill in the account opening documents.
  • Pre-review account opening documents to ensure quality submission.
  • Coordinate with Operation team for counter process.
  • Collect KYC documents from the client.
  • Monitor KYC approval with RM/KYC maker/KYC checker/AML/KYC management.
  • Assist client in EB application.
  • Other supporting function in account opening process.


  • Educated to degree level or equivalent
  • At least one year working experience in financial industry, Relevant working experience - with background in financial services industry (Commercial Banking related experience is an advantage)
  • Quick learner, adaptable to change and constantly seek opportunities to improve process and controls.
  • Good interpersonal skills with the ability to interact with staff at all levels
  • Highly motivated and results driven, strong problem solving skills
  • Good in English writing and speaking