Global Markets Client Onboarding Manager

Global Markets Client Onboarding Manager

Location:

Chester

• You will be the voice of the client, enabling the strategic development of the client service model and technology platforms
• You will participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• You will ensure Bank of America is industry leading in onboarding, exceeding expectations, enhancing the onboarding/integration client experience, aligning with client strategies and themes, and delivering against strategic plans for best‑in‑class onboarding
• You will protect existing revenue and enable new revenue through fund on‑boards and mandates won for multi‑fund launches

• On‑boarding experience with asset managers, hedge funds, or other client types
• Working knowledge of AML / KYC and regulatory requirements for client onboarding
• Presentable, confident, and client‑focused
• Client‑facing experience or ability to conduct discussions with clients in a confident manner
• Manage client pipeline and collaborate with Senior Sales Partners, manage KYC pipeline, and identify inefficiencies in the end‑to‑end onboarding process

• Excellent communication skills and ability to present to a senior audience
• Ability to work under pressure in a team environment
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds
• Self‑motivated, able to work unsupervised, manage own time, and know when to escale
• Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience connecting with a diverse set of clients to understand future business needs; continuous learner
• Commitment to challenging the status quo and promoting positive change
• Belief in the value of diversity so we can reflect, connect, and meet the diverse needs of clients and employees worldwide

• Private healthcare for you and your family, plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of backup childcare including virtual tutoring and 20 days of backup adult care per annum
• The ability to change core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances, including access to a wellbeing account, travel insurance, critical illness cover, etc.
• Use of a flex fund to use toward benefits
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
• Ability to donate to charities of your choice directly through payroll, with the bank matching your contribution
• Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

We are an equal‑opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio‑economic background, responsibilities for dependents, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.