- Kuala Lumpur, Kuala Lumpur Kuala Lumpur WP Kuala Lumpur Malaysia
Working Location
Job Description
Responsibilities
We are looking for an Account Services (Onboarding) professional to join our Institutional Business team. You will play a key role in managing the onboarding journey for institutional and VIP clients, working closely with both clients and internal teams to ensure a smooth, efficient, and professional experience.
This is an excellent opportunity for someone with a background in banking, financial services, fintech, client servicing, or account management who is interested in growing their career within the digital financial services industry.
Key ResponsibilitiesAct as the primary point of contact for institutional and VIP clients throughout the onboarding process.
Handle client enquiries and requests promptly and professionally.
Coordinate with internal teams to ensure client requirements are fulfilled and onboarding is completed smoothly.
Manage and monitor internal onboarding systems from pre-onboarding through to account activation.
Conduct client profiling and maintain strong client relationships.
Coordinate cross-functional activities to support daily operations and improve onboarding efficiency.
Identify potential issues during the onboarding process and work proactively with relevant teams to resolve them.
Support the team in executing business strategies and maintaining a high standard of client service.
Diploma or Degree in Business, Finance, Banking, or a related field. Equivalent professional experience will also be considered.
Experience in client servicing, account management, onboarding, banking, financial services, fintech, or a related industry is preferred.
Basic understanding of financial services, banking, or fintech concepts.
Strong client management and relationship-building skills.
Excellent communication and interpersonal skills, with the ability to explain information clearly to clients and internal stakeholders.
Proficient in both English and Mandarin, written and verbal.
Strong analytical, organisational, and problem-solving skills.
Comfortable working in a fast-paced and collaborative environment.
Proactive, adaptable, and able to manage multiple stakeholders and priorities.
Genuine interest in the financial technology and digital financial services industry, with an awareness of industry trends and developments.
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