Client Onboarding

Job Title: Client Onboarding
Contract Type: Permanent
Location: Minato-ku, Japan
Industry: 財務・会計
Salary: 7000000-10000000
Reference: 11320
Contact Name: Simon Jelfs
Job Published 14 Aug 2019


Exclusive private bank is looking for a Client Onboarding professional to join their team.  This role is based in central Tokyo and is key to the growth of the business.  


  • Account opening and closure for the client
  • Maintain client information (change/amendment)
  • Setup electronic banking tools
  • Liaison with RM, Operations, Client by phone, email, post
  • Generate account status report
  • Review/Improve the client onboarding flow / the client onboarding manuals. Also, plan/manage the projects to enhance the client onboarding efficiency and stability. (in collaboration with the Compliance Team)

Required Experience / Skills

  • Experience of client onboarding in a private bank, bank, securities firm, asset management company or middle / back office operations 
  • Language proficiency: English (business) and Japanese (native level)
  • Frequently required to communicate with overseas offices in English, so business level of English skill is mandatory
  • Working knowledge of MS Office Applications (especially in Word, Excel, and PowerPoint)
  • Change management mindset and track record to deliver positive change 

Preferred Experience / Skills

  • Subject matter expertise in client onboarding with Act on Prevention of Transfer of Criminal proceeds in Japan/AML/FATCA/CRS
  • Working experience in Trust bank/Trust company

Work-Life Balance

  • Stable working hours with very limited overtime



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