Manager - Onboarding

To support the organisation's growth by leading onboarding operations for Financial Representatives, ensuring regulatory compliance, operational excellence, and continuous improvement through process and technology enhancements. 

• Manage the end-to-end onboarding process for new Financial Representatives, ensuring timely completion of fit and proper assessments, documentation reviews, and registration requirements. 
• Ensure compliance with regulatory, audit, and internal control requirements by maintaining accuracy, quality, and consistency across all onboarding activities. 
• Support the Lead of Onboarding in overseeing daily operations and serve as the primary backup to ensure business continuity and effective workload management. 
• Act as the key point of contact for internal and external stakeholders, managing enquiries, resolving issues, and ensuring clear and timely communication. 
• Provide guidance, coaching, and support to team members to foster a collaborative, high-performing, and service-oriented team environment. 
• Partner with cross-functional stakeholders, including Compliance, Distribution and Operations, to ensure onboarding processes align with business and regulatory requirements. 
• Drive process improvement, digitalisation, and automation initiatives to enhance operational efficiency, strengthen controls, and improve the onboarding experience. 
• Lead and support strategic projects and system enhancements, including collaboration with IT teams, vendors, and business stakeholders to implement technology-driven solutions.

• Possess a Diploma or Degree in Business, Operations Management, or a related discipline. 
• Minimum of 5–7 years of relevant experience in onboarding, operations, or the financial services industry. 
• Experience in leading, coaching, or mentoring team members. 
• Good understanding of regulatory and compliance requirements within a financial services environment. 
• Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint. 
• Demonstrate strong analytical, problem-solving, organisational, and stakeholder management skills. 
• Meticulous and detail-oriented, with the ability to manage multiple priorities effectively. 
• Demonstrate a high level of integrity, accountability, and professionalism, and work well in a team environment. 
• Proactive, adaptable, and driven to improve processes and embrace change. 
• Experience in project management, system implementation, or working with IT teams and external vendors (preferred).

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