NBS Onboarding Manager

5 days left

Franklin Templeton Capital Holdings Pte Ltd
Singapore, Singapore
27 Apr 2022
27 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Our New Business Services (NBS) team is looking for a seasoned NBS Onboarding Manager to join them in Singapore. This role works primarily with internal teams across the organization to successfully manage the onboarding of Institutional clients with focus on operational set up and other enterprise-wide setup. This position takes full ownership of managing the onboarding timeline by tracking of deliverables and monitoring of milestones to ensure that client accounts are launched by target dates. This role will also be involved in supporting RFP requests and retail fund launches.

What are the ongoing responsibilities of this position?
  • Ensure the successful set up and launch of all Institutional Accounts by coordinating and working with operational teams and internal business partners such as Distribution, Portfolio Management, Legal and Compliance and other departments:
    • Work with Distribution team to determine target launch timeline acceptable to clients as well as being feasible from set up perspective
    • Organize and chair onboarding calls and meetings to ensure relevant teams are kept up to date of onboarding status and any issues that require resolution or escalation
    • Ensure appropriate escalation of onboarding issues/challenges and seek/support resolution on timely basis
    • Track and monitor status of action items necessary for launch of the account against target timeline
    • Provide onboarding call notes and outstanding action items
    • Follow onboarding workbook as appropriate, ensure completion of onboarding checklist, profile information and signoffs by relevant teams
  • Regular review of onboarding workbook and checklist to ensure these are up to date
  • Identify challenges and trends, seek solution to address these tactically and/or strategically
  • Co-ordination of other significant events, eg complex in/out-species and account restructuring
  • Support review and seek signoffs of RFP terms and conditions where required
  • Support launches of retail funds primarily in the coordination of operational teams and ensure operational setup can meet launch timeline
  • Build and foster relationships with internal teams that participate in onboarding activities; maintain adequate knowledge of various team functions and key team members
  • Seek continuous improvement of existing processes including application of best practices, tools that can improve timeliness, client experience and operational risk control

What qualifications, skills and experience would help someone to be successful?

  • Minimum of 5 years financial service industry experience preferably in operations, client/product implementation or client servicing
  • Solid knowledge of asset management and financial services industry
  • Comprehensive background and understanding of front, middle, and back-office functions and processes
  • University or college degree

  • Project management
  • Knowledge of another Asian language (e.g Mandarin Chinese/Cantonese, Korean) would be desirable due to regional coverage
  • Professional qualification in business administration, accounting, finance, or marketing

  • Excellent written and verbal communication skills in English
  • Highly organized and efficient, strong planning and leadership skills
  • Ability to direct, organize other functional teams and help them prioritize
  • Strong interpersonal skills and ability to work with others to find solutions
  • Strong client service and customer focus
  • Proven ability to take initiative and adapt in a dynamic environment

  • Develop solutions to a variety of complex problems
  • Excellent facilitation, mediation, negotiation, and persuasion skills
  • Ensure solutions are consistent with organization objectives and meet client needs

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, "I AM Franklin Templeton."

Franklin Templeton Investments values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.

We regret that only short-listed candidates will be notified.

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