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Onboarding Specialist, Pre Trade Services Onboarding Specialist, Pre Trade Services
full-timeMakati

Summary

Location

Makati

Type

full-time

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About this role

About Us

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers. Our Institutional bank helps our largest customers move trade and capital around the region, providing our people with great opportunities to build their technical expertise and their careers.

About the Role

The primary function of Onboarding Specialist-Pre-Trade Services is to support the daily activities of Markets Client Data Team.

 

Markets Client Data is a global hub team supporting Australia, Singapore, Hong Kong, London, New York. The hub team functions in close partnership with Pre-Trade Services, Sales, Relationship, Credit, Legal, Compliance and Operations to ensure efficient and timely Market/regulatory setups and lifecycle updates.The team will focus on New to Markets Setups and any amendments during Lifecycle. In addition to ensuring data and systems are setup correctly, the team also runs controls to ensure (1) compliance with Markets regulation and internal policies and (2)correct and relevant and linked across relevant systems

 

As part of daily activities, team will work with Front Office, RMs, Compliance, and other enablement function teams and therefore excellent inter-personal skills are required.

 

  • Workflow Management: Tight monitoring of all the workflows across all the regions to be performed daily and check if all requests are completed on a timely and accurate manner.
  • Email request monitoring and assignment: Regular reviewing of the Email box and ensure the requests are completed as per SLA/prioritization of urgent requests and zero outstanding at EOD. Also need to ensure proper handover to the next shift with business justification for non-urgent requests.
  • Bulk Request management: Ensure ETA is negotiated as per the standard SLA for all bulk projects and the same is completed by the team without any SLA breach. Also need to push back or engage relevant teams to renegotiate ETA/reprioritize the request.
  • Responding to Escalation: Demonstrate quick and responsive approach for all the escalations and ensure to follow the hierarchy and keep Line manager and relevant management in loop in all the email communication.

 

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

 

Role Type: Permanent
Role Location: 11F Solaris One Building, Makati City
Work Hours: Australian Business hours, Day-shift schedule, weekends Off, Hybrid work set up

What will your day look like?

As an Onboarding Specialist, you will:

 

  • Minimize operational loss by ensuring all tasks are completed accurately, on time, and in compliance with established policies and procedures, reducing risks such as delays, compensation claims, and other operational costs.
  • Partner closely with customers to thoroughly understand and define change requirements that are practical, aligned to business needs, and supported by the right stakeholders throughout the elicitation process.
  • Build and maintain strong working relationships with internal and external stakeholders, communicating requirements clearly and effectively to ensure shared understanding and smooth project delivery.
  • Consistently follow ANZ policies, procedures, governance frameworks, and project methodologies, while actively contributing ideas and feedback to improve project execution and governance processes.
  • Demonstrate a positive, collaborative mindset by supporting team members, encouraging a cooperative work environment, and helping ensure the successful delivery of shared goals and assigned tasks.

What will you bring?

To grow and be successful in this role, you will ideally bring the following:

 

  • Experience within the financial services industry, regulatory compliance, Markets Product lifecycle. Quality assurance experience preferred.
  • Extensive knowledge of financial services operations. 
  • Strong understanding of Markets Products and their Lifecycles
  • Good understanding across regulatory requirements. Regulations like Dodd Frank, FATCA, CRS, EMIR, MiFID, and workflow tools.
  • Must be able to work and thrive in a fast paced, high intensity, high demand and deadline driven environment.
  • Team player & Self-motivated, committed to team & task, sharing knowledge, helping team members, Self-driven & highly motivated, organized working style,
  • Able to go the extra mile, Solution-oriented attitude, pragmatic, Good problem solving skills, committed to Quality framework, Following & Improving processes, Able to follow corporate reporting standards
  • Able to deal with highly confidential information in a professional manner, organized, trusted, committed to a long term employment.
  • Excellent computer skills, advanced proficiency in Microsoft Office products.
  • Strong communications skills (written and verbal)
  • Customer service skills


You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

So why join us?

ANZ provides banking and financial services and operates across more than 30 markets. We are among the top 4 banks in Australia, the largest banking group in New Zealand and Pacific, and among the top 50 banks in the world. With more than 2,000 people, our team in Manila plays a critical role in executing our strategy and in delivering what matters most to our customers and the bank. We continue to grow our professional services capabilities to support our customers around the world.  Our expertise and services make us a bank, and our people, purpose, and culture makes us ANZ. We're proud of the inclusive culture we're renowned for where 90 percent of our people feel they belong. 

 

We provide our people with a range of benefits including access to health and wellbeing services.  We also have flexible working options so that our people can 'make work, work for them'.

 

We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support.

 

To find out more about working at ANZ visit  https://www.anz.com/careers/. You can apply for this role by visiting ANZ Careers and searching for reference number 102274.

Job Posting End Date

03/02/2026 , 11.59pm, (Melbourne Australia)

Other facts

Tech stack
Financial Services,Regulatory Compliance,Markets Product Lifecycle,Quality Assurance,Financial Services Operations,Regulatory Requirements,Problem Solving,Customer Service,Communication Skills,Team Player,Self-Motivated,Organized,Solution-Oriented,Microsoft Office,Interpersonal Skills

About ANZ Banking Group Limited

ANZ has a proud heritage of more than 180 years.

Our purpose is to shape a world where people and communities thrive. That is why we strive to create a balanced, sustainable economy in which everyone can take part and build a better life.

We employ more than 50,000 people and have our global headquarters in Melbourne.

ANZ is among the top 4 banks in Australia, the largest banking group in New Zealand and Pacific, and among the top 50 banks in the world.

Follow us elsewhere for our latest news:
facebook.com/ANZAustralia
facebook.com/ANZNewZealand
twitter.com/ANZ_AU
twitter.com/ANZ_NZ
twitter.com/ANZ_Media
twitter.com/ANZ_BlueNotes
twitter.com/ANZ_Research
instagram.com/anz_au
bluenotes.anz.com

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • The Onboarding Specialist will support the daily activities of the Markets Client Data Team, ensuring compliance with market regulations and internal policies. They will manage workflows, monitor email requests, and respond to escalations effectively.

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Frequently Asked Questions

What does a Onboarding Specialist, Pre Trade Services Onboarding Specialist, Pre Trade Services do at ANZ Banking Group Limited?

As a Onboarding Specialist, Pre Trade Services Onboarding Specialist, Pre Trade Services at ANZ Banking Group Limited, you will: the Onboarding Specialist will support the daily activities of the Markets Client Data Team, ensuring compliance with market regulations and internal policies. They will manage workflows, monitor email requests, and respond to escalations effectively..

Why join ANZ Banking Group Limited as a Onboarding Specialist, Pre Trade Services Onboarding Specialist, Pre Trade Services?

ANZ Banking Group Limited is a leading Banking company.

Is the Onboarding Specialist, Pre Trade Services Onboarding Specialist, Pre Trade Services position at ANZ Banking Group Limited remote?

The Onboarding Specialist, Pre Trade Services Onboarding Specialist, Pre Trade Services position at ANZ Banking Group Limited is based in Makati, Metro Manila, Philippines. Contact the company through Clera for specific work arrangement details.

How do I apply for the Onboarding Specialist, Pre Trade Services Onboarding Specialist, Pre Trade Services position at ANZ Banking Group Limited?

You can apply for the Onboarding Specialist, Pre Trade Services Onboarding Specialist, Pre Trade Services position at ANZ Banking Group Limited directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about ANZ Banking Group Limited on their website.