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Assistant Vice President/Vice President - Senior Relationship Manager - Client Onboarding

Bank of America

Bank of America

Customer Service
Singapore · United States · Remote
Posted on Friday, April 26, 2024

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:


This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.

Responsibilities:

  • Client facing role tasked with ensuring the successful delivery of client Onboarding requests for Global Markets Products for new and existing 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 prioritization 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 & synergized global process across multi-asset classes and market products

Skills:

  • Ideally 5 years’ experience in an Onboarding/KYC/ Operations role within Financial Services
  • Client expertise to be able to quickly generate a good rapport with a client and ensure the client’s Onboarding experience is positive
  • Product knowledge or understanding the process flow of Equities is essential. Prime, Equity Cash + Derivatives, Fixed Income, F&O and OTC Clearing experience would be advantageous.
  • Experience of KYC requirements and Jurisdictional Tax Requirements
  • Exposure to legal contracts and regulatory requirements (incl. Professional Investor, MIFID II, Dodd Franck, SFTR)
  • Strong organizational abilities
  • Commitment to high quality client service both external and internal
  • Excellent communication skills, ability to show initiative and strategic and creative problem solving skills
  • An entrepreneurial and analytical mindset with an ability to think commercially and prioritize competing demands under time pressure