17 Onboarding Manager jobs in Singapore

Embark on an exciting opportunity as a member of the Onboarding relationship Management team, where you’ll play a pivot role in providing support to bring clients from the respective trading entities on board in an efficient, reliable and controlled manner, minimizing impacts to clients and ensuring they are provided with a Best-In-Class Onboarding service.
The team is responsible for all activity relating to the on-boarding of clients on behalf of the Barclays Corporate and Investment Banking businesses in Asia Pacific namely Hong Kong, China, Singapore, Japan, Australia and India. In this role, you will be responsible for ensuring Front office partners/ Clients are provided with an efficient, timely on-boarding process whilst delivering a best-in-class service to both internal and external stakeholders.
The role collaborates with Front office, KYC, Product, Credit, Legal and Account Set Up Teams. To thrive in this role, you will need:
Essential Skills/Basic Qualifications
Bachelor’s Degree or four years’ equivalent work experience in the Onboarding, KYC, Regulatory area.
Worked in Financial Services or client facing/client service.
Excellent in stakeholder management, written and verbal communication skills.
Ability to multi-task and manage heavy volumes of work and prioritize accordingly.
Energetic “Can Do” Attitude who must act on own initiative - Proactive and positive attitude and desire to make a difference.
Desire to work in a team environment and collaborate with global team in order to complete goals and be self-motivated and highly engaged with a willingness to accept obstacles and work with tight deadlines.
Desirable skills/Preferred Qualification:
Increase depth of knowledge in AML/KYC, Product, Regulatory, Credit, Legal, Ops and Tech Infrastructure, enabling the ability to challenge inefficiencies along the ETE journey and promote/influence improvement areas.
Strong analytical skills and detail oriented, with Strong Microsoft Office Skills (Outlook, Excel).
You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.
Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application.
Purpose of the role
To support Wholesale Onboarding with day-to-day processing, reviewing, reporting, and issue resolution.
Accountabilities
Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing, reporting, trading and issue resolution.
Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy.
Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes.
Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes.
Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency.
Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders.
Identification of industry trends and developments to implement best practice in Wholesale Onboarding.
Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise.
Thorough understanding of the underlying principles and concepts within the area of expertise.
Partners with other functions and business areas.
Takes responsibility for end results of a team’s operational processing and activities.
Escalate breaches of policies / procedure appropriately.
Advise and influence decision making within own area of expertise.
Takes ownership for managing risk and strengthening controls in relation to the work you own or contribute to.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right.
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Bank of Singapore opens doors to new opportunities.
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
This position within Client Onboarding & Lifecycle Management is primarily responsible for the banks’ client on-boarding, continued AML/CFT monitoring and reviews. The successful candidate is expected to maintain high and consistent standards in accordance to the AML/CFT Procedures within the bank. In addition, the successful candidate may also be assigned other compliance/risk management relevant tasks, assignments or projects.
Start your career with Bank of Singapore as a
Client Due Diligence Specialist
Responsibilities
Ensure thorough, timely and quality review new client onboarding requests including account approval.
Advise front office and other colleagues within the team on client onboarding matters including deficiencies in KYC information and documentation for onboarding.
Perform independent and thorough review, including KYC/AML/Tax risk identification, plausibility checks as well as corroboration of clients Source of Wealth and Source of Funds.
Review and approve new business relationships with Independent Asset Managers, Referral Intermediaries, and counter parties.
Collaborate with key stakeholders involved in the process, Relationship Managers, Team Heads, Market heads, Compliance and other colleagues within the bank to ensure seamless on-boarding.
Train team members as well as colleagues from front office on matters pertaining to KYC AML.
Assist team lead / functional head on tasks related to client onboarding as well as post client onboarding including acting as a deputy as and when delegated.
Assist to response queries, clarifications resulting from internal, external, statutory or regulatory audit
Identify gaps and implement controls including system and process enhancement that are fit for purpose and to address current and future requirements in a rapidly changing regulatory environment and an evolving AML landscape, in line with industry best practices.
Client Reviews
Conduct reviews of existing clients to ensure their biodata remains updated
Handle the alerts arising from the periodic screening of the bank’s customer database
Conduct periodic reviews of KYC and CDD information of existing relationships including but not limited to higher risk relationships and financial intermediaries.
Identifies and investigate a suspicious activity, prospect or client and make necessary recommendations to senior management to file the appropriate suspicious transaction reports to CAD and MAS/ HKMA.
Investigation of suspicious transactions surfaced during periodic review.
Liaise with relationship managers / business compliance managers for issues and deficiencies identified during review.
Update and implement periodic review processes.
Guide team members or relationship managers in conducting the periodic review.
General
Support Client Onboarding & Lifecycle Management on the matters that are assigned from time to time in line with overall priorities of the bank.
Collaborate with other colleagues within the bank to drive and assists remediation and other projects as and when required.
Prepare Management information reports based on agreed requirements.
Organize meetings with Front Office and focus group training to align front office practices with current procedures.
Qualifications
Minimum 5 years of experience in AML/KYC under a risk and control function in a private banking environment.
Knowledgeable and sensitive to the risks (PEP, Sanctions, reputational risks) and suspicious activities typical of private banking clients.
Knowledge of regulations including MAS, HKMA and other intergovernmental / non-governmental organization such as FATF / Wolfsberg.
Client onboarding approval experience in HK and / or SG in PB industry (SoW/SoF, client risk assessment, purpose of accounts).
University degree in Accountancy, Finance, Business Administration or equivalent, or higher education.
Preferred skills
Strong understanding of AML/CFT framework and the regulatory environment and its applicability to Private Banking clients in the areas of onboarding, on-going client reviews and transaction monitoring.
Familiar with MS Excel, MS Word
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Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

This position within Client Onboarding & Lifecycle Management is primarily responsible for the banks’ client on-boarding, continued AML/CFT monitoring and reviews. The successful candidate is expected to maintain high and consistent standards in accordance to the AML/CFT Procedures within the bank. In addition, the successful candidate may also be assigned other compliance/risk management relevant tasks, assignments or projects.

Start your career with Bank of Singapore as a Client Due Diligence Specialist

• Ensure thorough, timely and quality review new client onboarding requests including account approval.
• Advise front office and other colleagues within the team on client onboarding matters including deficiencies in KYC information and documentation for onboarding.
• Perform independent and thorough review, including KYC/AML/Tax risk identification, plausibility checks as well as corroboration of clients Source of Wealth and Source of Funds.
• Review and approve new business relationships with Independent Asset Managers, Referral Intermediaries, and counter parties.
• Collaborate with key stakeholders involved in the process, Relationship Managers, Team Heads, Market heads, Compliance and other colleagues within the bank to ensure seamless on-boarding.
• Train team members as well as colleagues from front office on matters pertaining to KYC AML.
• Assist team lead / functional head on tasks related to client onboarding as well as post client onboarding including acting as a deputy as and when delegated.
• Assist to response queries, clarifications resulting from internal, external, statutory or regulatory audit
• Identify gaps and implement controls including system and process enhancement that are fit for purpose and to address current and future requirements in a rapidly changing regulatory environment and an evolving AML landscape, in line with industry best practices.

Client Reviews

• Conduct reviews of existing clients to ensure their biodata remains updated
• Handle the alerts arising from the periodic screening of the bank’s customer database
• Conduct periodic reviews of KYC and CDD information of existing relationships including but not limited to higher risk relationships and financial intermediaries.
• Identifies and investigate a suspicious activity, prospect or client and make necessary recommendations to senior management to file the appropriate suspicious transaction reports to CAD and MAS/ HKMA.
• Investigation of suspicious transactions surfaced during periodic review.
• Liaise with relationship managers / business compliance managers for issues and deficiencies identified during review.
• Update and implement periodic review processes.
• Guide team members or relationship managers in conducting the periodic review.

General

• Support Client Onboarding & Lifecycle Management on the matters that are assigned from time to time in line with overall priorities of the bank.
• Collaborate with other colleagues within the bank to drive and assists remediation and other projects as and when required.
• Prepare Management information reports based on agreed requirements.
• Organize meetings with Front Office and focus group training to align front office practices with current procedures.

Qualifications

• Minimum 5 years of experience in AML/KYC under a risk and control function in a private banking environment.
• Knowledgeable and sensitive to the risks (PEP, Sanctions, reputational risks) and suspicious activities typical of private banking clients.
• Knowledge of regulations including MAS, HKMA and other intergovernmental / non-governmental organization such as FATF / Wolfsberg.
• Client onboarding approval experience in HK and / or SG in PB industry (SoW/SoF, client risk assessment, purpose of accounts).
• University degree in Accountancy, Finance, Business Administration or equivalent, or higher education.
• Preferred skills
• Strong understanding of AML/CFT framework and the regulatory environment and its applicability to Private Banking clients in the areas of onboarding, on-going client reviews and transaction monitoring.
• Familiar with MS Excel, MS Word

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
Bank of Singapore opens doors to new opportunities. !
This position within Client Onboarding & Lifecycle Management is primarily responsible for the banks' client on-boarding, continued AML/CFT monitoring and reviews. The successful candidate is expected to maintain high and consistent standards in accordance to the AML/CFT Procedures within the bank. In addition, the successful candidate may also be assigned other compliance/risk management relevant tasks, assignments or projects.
Start your career with Bank of Singapore as a
Client Due Diligence Specialist
Responsibilities
Ensure thorough, timely and quality review new client onboarding requests including account approval.
Advise front office and other colleagues within the team on client onboarding matters including deficiencies in KYC information and documentation for onboarding.
Perform independent and thorough review, including KYC/AML/Tax risk identification, plausibility checks as well as corroboration of clients Source of Wealth and Source of Funds.
Review and approve new business relationships with Independent Asset Managers, Referral Intermediaries, and counter parties.
Collaborate with key stakeholders involved in the process, Relationship Managers, Team Heads, Market heads, Compliance and other colleagues within the bank to ensure seamless on-boarding.
Train team members as well as colleagues from front office on matters pertaining to KYC AML.
Assist team lead / functional head on tasks related to client onboarding as well as post client onboarding including acting as a deputy as and when delegated.
Assist to response queries, clarifications resulting from internal, external, statutory or regulatory audit
Identify gaps and implement controls including system and process enhancement that are fit for purpose and to address current and future requirements in a rapidly changing regulatory environment and an evolving AML landscape, in line with industry best practices.
Client Reviews
Conduct reviews of existing clients to ensure their biodata remains updated
Handle the alerts arising from the periodic screening of the bank's customer database
Conduct periodic reviews of KYC and CDD information of existing relationships including but not limited to higher risk relationships and financial intermediaries.
Identifies and investigate a suspicious activity, prospect or client and make necessary recommendations to senior management to file the appropriate suspicious transaction reports to CAD and MAS/ HKMA.
Investigation of suspicious transactions surfaced during periodic review.
Liaise with relationship managers / business compliance managers for issues and deficiencies identified during review.
Update and implement periodic review processes.
Guide team members or relationship managers in conducting the periodic review.
General
Support Client Onboarding & Lifecycle Management on the matters that are assigned from time to time in line with overall priorities of the bank.
Collaborate with other colleagues within the bank to drive and assists remediation and other projects as and when required.
Prepare Management information reports based on agreed requirements.
Organize meetings with Front Office and focus group training to align front office practices with current procedures.
Requirements
Minimum 5 years of experience in AML/KYC under a risk and control function in a private banking environment.
Knowledgeable and sensitive to the risks (PEP, Sanctions, reputational risks) and suspicious activities typical of private banking clients.
Knowledge of regulations including MAS, HKMA and other intergovernmental / non-governmental organization such as FATF / Wolfsberg.
Client onboarding approval experience in HK and / or SG in PB industry (SoW/SoF, client risk assessment, purpose of accounts).
University degree in Accountancy, Finance, Business Administration or equivalent, or higher education.
Preferred skills
Strong understanding of AML/CFT framework and the regulatory environment and its applicability to Private Banking clients in the areas of onboarding, on-going client reviews and transaction monitoring.
Familiar with MS Excel, MS Word
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About Airwallex
Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale.
Proudly founded in Melbourne, we have a team of over 1,700 of the brightest and most innovative people in tech across more than 37 locations around the globe. Valued at US$5.6 billion and backed by world-leading investors including Sequoia, Lone Pine, Greenoaks, DST Global, Salesforce Ventures and Mastercard, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re ready to do the most ambitious work of your career, join us.
About the team
The Product team at Airwallex is a group of passionate builders and problem-solvers who are obsessed with crafting customer-centric solutions that empower businesses to operate anywhere, anytime. We combine technical expertise with a deep understanding of our customers' needs to design and build unified, intuitive, and scalable products. As a team, we thrive in a collaborative and fast-paced environment, constantly iterating and pushing boundaries to deliver exceptional product experiences.
What you’ll do
As Senior Product Manager, Onboarding, you will own and optimize the critical first interactions that our users have with our products. You'll be responsible for creating a delightful and frictionless onboarding experience that empowers new customers to understand our products' value, get set up with Airwallex, whilst balancing with KYC initiatives to minimise risk of fraudulent users and bad actors on the platform.
This role is based in Singapore.
Responsibilities:
Own the strategy for customer onboarding, mapping the ideal journey from discovery, to sign-up to product adoption
Utilize data and analytics to identify pain points, measure success, and drive continuous improvement of the onboarding flow
Design and implement A/B tests to improve the UX/UI and optimise the onboarding journey
Strike the right balance between a frictionless onboarding process and robust KYC controls to mitigate risk to Airwallex and our customers
Who you are
We're looking for people who meet the minimum qualifications for this role. The preferred qualifications are great to have, but are not mandatory.
Minimum qualifications:
5 to 10 years of overall professional experience
Experience in product management, go-to-market propositions, product design, product planning and development
Experience taking products from ideation to delivery, ideally at global scale
Exceptional communication skills with the ability to convey product strategy to both technical and non-technical audiences
Bachelor’s degree or higher with exemplary academic achievements
Preferred qualifications:
Solid understanding of Onboarding, UX/UI, KYC and/or Risk
Experience in any of the following is a plus: hyper growth startup environments, software engineering, financial product industry
Equal opportunity
Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don’t regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.
Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary.
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Join to apply for the
Client Due Diligence Specialist (Post Onboarding Advisory) - Manager
role at
Bank of Singapore, Asia's Global Private Bank .
Bank of Singapore opens doors to new opportunities.
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through programmes that develop them on both professional and personal levels. In addition to attractive remuneration packages, we offer non‐financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices.
Overview
The position within the Post Onboarding Review team in Client Onboarding & Lifecycle Management (“COLM”) is primarily responsible to support the Bank’s continued AML/CFT monitoring and reviews. The candidate is expected to maintain high and consistent standards in accordance with the Bank’s AML/CFT policies and procedures, and partner with Front Office to review and promote a sound AML/CFT risk culture. The role will also support the Client Lifecycle Management (CLM) target operating model (TOM) for client reviews and offboarding where it relates to AML exits, and will interact with stakeholders across various functions in the Bank.
Responsibilities
Perform periodic reviews based on internal KYC and CDD guidelines for existing end‐clients and financial intermediaries.
Perform independent and thorough reviews, including plausibility checks and corroboration of clients’ account structure, sources of wealth (SOW) and source of funds (SOF).
Work closely with Front Office staff to ensure that source of wealth gaps or red flags uncovered during periodic reviews and/or source of wealth remediation are properly addressed and remediated within the stipulated deadline.
Track and monitor cases slated for AML Exit due to Financial Crime and/or Reputational Risk, as decided by management based on the AML Framework.
Organize and manage various internal stakeholders in the Working Group (WG) of cross‐functional members across the Bank such as Front Office, Compliance, Operations, Technology, etc.
Provide support to the Head of Post‐Onboarding Reviews in the CLM TOM to prepare business requirements for development, and testing phases.
Support the working group in defining and refining requirements based on the CLM TOM.
Develop and maintain documentation, including process flows, user manuals, drafting of Standard Operating Procedures (SOPs) and training materials for client reviews and AML exits.
Conduct training sessions for Front Office to enhance their understanding of the relevant policies and procedures.
Prepare periodic Senior Management information reports based on agreed requirements.
Support Head of Post Onboarding Reviews on any matters that are assigned from time to time in line with overall priorities of the department.
Qualifications
University degree in Accountancy, Finance, Business Administration or equivalent, or higher education.
Minimum 2‐3 years of experience in AML/KYC Compliance, Controls, or related function. Experience in a private banking environment will be advantageous.
Knowledgeable and sensitive to the different types of AML/CFT risks (PEP, Sanctions, reputational risks) and suspicious activities typical of private banking clients.
Knowledge of regulations including MAS, HKMA and other intergovernmental / non‐governmental organizations such as FATF / Wolfsberg will be advantageous.
Strong understanding of various banking products and account structures.
Knowledge of target operating models and experience in client onboarding and lifecycle management project management is preferred.
Strong analytical and project management skills, as well as excellent communication and interpersonal abilities.
Adaptable, comfortable dealing with ambiguity and detail oriented.
Familiar with MS Excel, MS Word, MS PowerPoint and other office automation tools.
Knowledge in VBA macros in MS Excel or Power BI would be a bonus.
Experience in using project management tools.
Seniority level
Mid‐Senior level
Employment type
Full‐time
Job function
Other
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Product Manager - Compliance & Onboarding
Join to apply for the
Product Manager - Compliance & Onboarding
role at
Thunes
About Thunes
Thunes is the Smart Superhighway for money movement around the world. Thunes’ proprietary Direct Global Network allows members to make payments in real-time in over 130 countries and more than 80 currencies. Thunes’ Network connects directly to over 7 billion mobile wallets and bank accounts worldwide, via more than 350 different payment methods such as GCash, M-Pesa, Airtel, MTN, Orange, JazzCash, Easypaisa, AliPay, WeChat Pay and many more. Members of Thunes’ Direct Global Network include gig economy giants like Uber and Deliveroo, super‐apps like Grab and WeChat, MTOs, fintechs, PSPs and banks. Thunes’ Direct Global Network differentiates itself through its worldwide reach, in‐house Smart Treasury Management Platform and Fortress Compliance Infrastructure, ensuring members receive unrivalled speed, control, visibility, protection and cost efficiencies when making real‐time payments globally. Headquartered in Singapore, Thunes has offices in 12 locations, including Barcelona, Beijing, Dubai, London, Manila, Nairobi, Paris, Riyadh, San Francisco, Sao Paulo and Shanghai. For more information, visit:
Context of the role
Thunes is renowned for cross‐border payments and is rapidly expanding globally. To support this growth, we are scaling and automating our platforms, extending our network into new markets, and introducing innovative products that drive both customer value and business growth. The Compliance & Onboarding product is at the heart of our trusted payments network, ensuring our partners (for Accept and Pay) are securely and efficiently onboarded while meeting regulatory and risk management standards. This platform underpins all compliance operations at Thunes — from onboarding workflows to the continuous evaluation of partner risk profiles — and integrates with a range of external vendors to provide the data needed for compliance assessments.
As Product Manager
you will lead, define and deliver the vision, strategy, and roadmap for this platform, driving enhancements that make it scalable, efficient, and a differentiator for Thunes’ global growth. You will partner with stakeholders across Compliance, Operations, Technology, and Sales, ensuring the product enables regulatory confidence while delivering a seamless partner experience. Based in Singapore, this role has a global remit. You will have the autonomy and resources to drive the product end‐to‐end, from discovery and delivery to scaling and continuous improvement.
Key Responsibilities
Own the vision, strategy, and roadmap for Thunes’ Compliance & Onboarding product, aligning with business objectives and operational needs.
Enhance the existing onboarding platform to better support compliance operations, including workflows for partner onboarding, risk evaluation, and vendor integrations.
Lead a cross‐functional team (Engineering, Compliance, Operations, and Commercial) to deliver scalable, efficient solutions.
Translate customer and stakeholder requirements into detailed product specifications and user stories.
Act as a subject‐matter expert on product and technology, staying informed on best practices, vendor capabilities, and innovation opportunities.
Drive automation and efficiency, ensuring compliance workflows and onboarding processes scale with business growth and new use cases.
Partner with Sales and Business Development to position the Compliance & Onboarding product as a competitive differentiator.
Evaluate and, where relevant, integrate third‐party solutions to complement in‐house capabilities.
May include opportunities to work on innovative, strategic projects such as Thunes Pay with QR.
Professional Experience / Qualifications
Strong academic background in technology, business, finance, or a related field.
5+ years of product management experience in financial services, payments (Accept and Pay), or fintech. Experience with Compliance, Risk, or RegTech products is an advantage.
Proven ability to deliver products that support complex operational and regulatory needs across multiple jurisdictions.
Track record of managing cross‐functional teams and stakeholders in a fast‐paced, global environment.
Familiarity with compliance domains such as AML, sanctions, KYC/KYB, and risk assessment is useful.
Strong analytical and problem‐solving skills; able to balance operational, regulatory, and commercial priorities.
Strategic thinker with the ability to articulate a clear product vision and influence stakeholders at all levels.
Excellent communication skills, with the ability to bridge technical and non‐technical audiences.
Experience with Agile methodologies (Scrum, Kanban) and iterative product delivery.
A high degree of ownership, resilience, and adaptability, with experience in high‐growth or startup environments preferred.
Conversational Mandarin is a strong advantage, as the engineering team supporting this product is based in China.
Sound like you? Apply now!
Seniority level
Mid‐Senior level
Employment type
Full‐time
Job function
Product Management and Marketing
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Hedge Fund Investor Relations and Portfolio Manager Onboarding Analyst
About this role
Fundraising, Investor Relations and Business Development Team | Singapore
We are seeking a highly skilled and versatile professional to join our team as a Hedge Fund Investor Relations and Portfolio Manager Onboarding Analyst. This dual-focused role will involve managing investor relationships and facilitating the seamless integration of new portfolio managers joining our hedge fund. The ideal candidate will possess strong communication skills, attention to detail, and an understanding of hedge fund operations and investment strategies.
Key Responsibilities
Serve as a primary point of contact for existing and potential investors
Prepare and distribute regular fund performance reports and investor communications
Assist in developing marketing materials, including pitch books and due diligence questionnaires
Support the organization of investor meetings, conferences, and roadshows
Conduct research on prospective investors and maintain a comprehensive investor database
Analyse fund performance data and prepare performance attribution reports
Coordinate the onboarding process for new portfolio managers, ensuring a smooth transition into the fund
Liaise between new portfolio managers and various internal departments (e.g., Operations, Risk Management, Compliance)
Assist in setting up trading accounts, systems access, and necessary technology infrastructure
Provide training and support on internal systems, processes, and reporting requirements
Monitor the performance and risk metrics of newly onboarded portfolio managers
Assist in the development of customized reporting tools for new strategies
Qualifications
Bachelor's degree in Finance, Economics, Business Administration, or a related field
3-5 years of experience in hedge fund operations, investor relations, or portfolio management
Strong understanding of hedge fund strategies, financial markets, and investment products
Excellent analytical and quantitative skills
Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
Experience with financial databases, CRM systems, and portfolio management software
Outstanding written and verbal communication skills
Ability to work effectively in a fast-paced environment and manage multiple projects simultaneously
Attention to detail and commitment to accuracy
Experience in project management or process improvement
Personal Qualities
Strong interpersonal skills and ability to build relationships with diverse stakeholders
Proactive and self-motivated with a strong work ethic
Ability to maintain confidentiality and handle sensitive information
Team player with the ability to work collaboratively across departments
Adaptability and willingness to take on additional responsibilities as needed
Strong problem-solving skills and ability to think creatively
This position offers a unique opportunity to gain comprehensive experience in both investor relations and hedge fund operations. The successful candidate will play a crucial role in maintaining investor satisfaction and ensuring the successful integration of new portfolio managers, contributing significantly to the fund's growth and success.
To apply, email CV to
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