Director, APAC Client Onboarding Lead
Bank of America
Hong Kong, Hong Kong

Job Description :

About Bank of America

Our purpose as a firm is to make financial lives better, through the power of every connection. Across the world, we partner with leading corporate and institutional investors through our offices in more than 35 countries.

In the U.S. alone, we serve almost all of the Fortune 500 companies and approximately 67 million consumer and small-business clients.

We provide a full suite of financial products and services, from banking and investments to asset and risk management. We cover a broad range of asset classes, making us a global leader in corporate and investment banking, sales and trading.

Connecting Asia Pacific to the world

Our Asia Pacific team is spread across 19 cities in 12 markets. We are focused on connecting Asia to the world and the world to Asia, using our global expertise to ensure success is shared between us, our clients and our communities.

Our regional footprint covers 12 currencies, more than a dozen languages and five time zones, placing us firmly among the region’s leading financial services companies.

Position Description

Client Onboarding Management & Leadership for APAC Global Markets cross asset Client Onboarding Team. This is a senior role, involving client management new relationships and funds through the end to end BofA onboarding process.

The role involves supervision and leadership of a team of 14 across Hong Kong, Singapore & Sydney with the goal of evolving this function to be in global alignment with other regional onboarding teams.

This individual will also need to influence workflow / process transformation and technology automation priorities for this function (both working with global counterparts and advocating for APAC specific nuances).

Strong business and support area stakeholder management is required to ensure both optimal prioritization within the team and transparency back to stakeholders on team deliveries.

The candidate will need to be able to navigate the organization to deliver a positive client onboarding experience within our business framework, including meeting all the relevant regulatory and compliance controls to ensure operational readiness for day 1 execution of trades.

Products / Platforms covered within this APAC team include : Prime Brokerage (PB), Clearing, OTC Bilateral Derivatives, Cash and Stock Loan for APAC (products per market vary).

Regional Lead, manager and main point of contact for the APAC Global Markets business and clients in relation to Client Onboarding activities.

For new and existing clients within Markets, this role will overseeing the management of the end to end onboard of new relationships and accounts.

Candidate will lead and manage a team of 14 individuals performing client onboarding activities across Prime Brokerage, Clearing and Bilateral products and platforms, while also being an escalation for broader onboarding across the region.


  • Oversight of all of the cross-asset related onboarding. Responsible for business strategy delivery & enablement, consolidation of Onboarding into Operations and transformation of the global target operating model end to end.
  • Management of enhanced support & transparency offered to the Global Markets business by Onboarding, while driving funded initiatives and partnering with business / tech on efficiencies, process enhancements and controls.
  • Client engagement and management : ability to see client perspective and understand their expectations. Develop the APAC Client Onboarding team into a strong client-facing team, building ongoing relationships and Top Tier onboarding rankings / perception from clients.
  • Ability to navigate across lines of business (regionally and globally) to drive outcomes
  • Up to date and relevant experience in Transition Management / Client Onboarding including knowledge of AML / KYC standards, Legal documentation (ISDAs, CDEAs, GMSLAs) and AU, SG, HK regulatory requirements for a compliant client setup.
  • Business stakeholder management : Facing off to APAC Front Office executives as well as all other internal stakeholders where a strong degree of collaboration and influence essential to deliver across KYC teams, Credit, Legal Docs and Ops.
  • Ability to provide transparency to business partners on Onboarding activities, bottlenecks / challenges and pipeline capacity management.

  • Prioritization skills as relates to throughput / pipeline but also for the team across daily activities, initiatives, regulatory demands and strategy.
  • Ability to adapt style for business engagement versus other stakeholder management versus direct reports / team. Knowing one’s internal client base and managing appropriately.
  • Designing & driving APAC business strategy as translates to Client Onboarding
  • Development and management of KPIs and all data associated with this process, with understanding of the various product / client explains and capacity required to manage productive pipeline
  • Ensuring the Client Onboarding Roles and Responsibilities are clear in APAC to facilitate focus on critical deliveries : ability to say no as appropriate to asks that are not in remit (but teams may have skills to fulfill) and proposing alternative solutions when needed.
  • Close partnership with peers in EMEA and AMRS (London, New York and Chicago) to ensure global operating model consistently applied and APAC support of other regions appropriate and reciprocal.
  • Understanding of Platform / Product client onboarding processes and how to effectively deliver. Knowledge, awareness and experience needed in the industry related to Operational processes, Onboarding clients and what is required to onboard these clients effectively.
  • Knowledge of the KYC landscape to enable close partnership with this team as a seamless pod, knowledge of the global regulatory landscapes required to deliver a compliant multi-jurisdictional / global onboard from APAC.

  • Will lead a team of Ops professionals focused on the different markets businesses. Leadership of a diverse team essential to ensure Employee Engagement and skills are leveraged.
  • Ability to manage existing team and build up further while creating a strong culture of collaboration, expertise and delivery

  • Location strategy for APAC across HK, Singapore and leverage of our Offshore (India) teams
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