Head of Client Onboarding, Asia Pacific
Apex Fund Services (HK) LimitedHong kongUpdate time: June 18,2020
Job Description

Job Description:

Apex Fund Services (HK) Limited is seeking a Head of Client Onboarding for Asia Pacific region. This is an opportunity for someone with an in-depth knowledge of the funds industry looking to develop their skills further. The role is very much client facing and will involve client meetings, and involves a high level of interaction with all functional areas within the Company including Service Delivery teams, Technology, Product Management, Sales, Senior Management and the Ex-Co.

Job Responsibilities:

  • Responsible for the onboarding and integration of new Fund Services clients in the APAC region
  • Coordinate the Regional Client Acceptance process in the region to ensure all proposals are supported by relevant documentation, reviewed and approved before distribution to clients
  • Be part of the Regional Client Acceptance Committee (R-CAC) that will make decisions to accept, reject or refer high risk proposals to the Group Client Acceptance Committee (G-CAC). The candidate will be responsible for liaising with the G-CAC on high risk proposals
  • Responsible for liaising with local office onboarding leads to project manage all new fund launches and transitions regionally, this will include coordination of client adoptions, account openings, review and negotiation of funds offering documentation and legal agreements and internal system set ups
  • Coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed.
  • Ensure regular status updates are provided to new clients. Regular project calls should be scheduled with stakeholders and project plans should be maintained to track progress. 
  • Work closely with the Global Head of Onboarding to provide updates to senior management and client services teams on integration projects; production of the regional WIP tracker for all local offices and other KPIs / management reports as required.
  • Work with the Global Head of Onboarding to develop best practices and operating models for integration to enhance the client onboarding experience; ensure all local and Group onboarding KYC policies/ procedures are strictly adhered to
  • Support sales and operations in preparation of client risk assessments, request for proposals (RFPs), sales presentations, technical product support and delivering product demonstrations to prospective clients
  • Assist with the integration of new acquired businesses into the Apex Group to ensure a consistent approach is applied across acquired entities from an onboarding perspective, and
  • Support ad hoc projects as required and roll out of onboarding procedures for new product lines, etc.
Job Requirements:
  • The ideal candidate must have an excellent knowledge of funds industry and will have experience working on Hedge and private equity funds
  • Experience of different fund structures, domicile and regulatory requirements is an advantage
  • Experience/knowledge of Custody/Depository services is an advantage
  • You should have strong attention to detail and excellent communication skills. The ability to speak local languages is an advantage. The candidate must be able to work on their own initiative
  • Possess project management skills
  • Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other fund accounting systems would be an advantage

To be successful in this role it is envisaged you are a motivated and self-driven individual eager to contribute and grow with the organization. 

We offer a modern and progressive work environment, and offer a path towards future career growth. Interested parties please send your full resume with your expected salary and availability by clicking "Apply Now" below.


Personal data provided by job applicants will be used for recruitment purposes only and will be treated in strictly confidential. 

Get email alerts for the latest"Head of Client Onboarding, Asia Pacific jobs in Hong kong"