Client Onboarding Manager – Dublin
Robert Walters is a leading global financial institution seeking a Client Onboarding Manager to join their dynamic team in Dublin. This role offers the opportunity to be at the heart of international operations and business services, leveraging interpersonal skills and industry knowledge within a diverse, inclusive environment.
What You'll Do
* Manage the end-to-end onboarding process for global institutional clients, coordinating with internal stakeholders to ensure all regulatory requirements are met efficiently.
* Build and nurture long-term relationships with buy‑side clients by proactively assessing their needs and priorities.
* Collaborate closely with sales and trading teams to facilitate client growth and deliver banking, securities, and asset management services seamlessly.
* Assist desks and stakeholders in managing competing priorities while expediting clients’ ability to trade without compromising risk controls.
* Participate in developing new client strategies for global markets by contributing value‑added ideas that enhance service delivery.
* Work alongside the Front Office to understand client requirements and track high‑value relationships using robust workflow monitoring systems.
* Ensure all documentation for large institutional clients complies with global regulations such as AML/KYC, FATCA, CRS, MiFID, credit, and legal standards.
* Maintain accurate client status updates in databases to monitor progress and elevate issues promptly when necessary.
* Support initiatives that impact large client relationships by providing thoughtful coordination and communication across departments.
* Champion best practices in risk minimisation by applying meticulous attention to detail throughout all aspects of client management.
What You Bring
* Undergraduate degree or college diploma in a relevant field.
* Up to six years of experience working within buy‑side firms or capital markets environments where relationship management was key.
* Comprehensive understanding of financial markets, including trading products and regulatory frameworks such as AML/KYC, FATCA, CRS, MiFID.
* Proven ability to manage large‑scale client relationships with sensitivity towards evolving needs and priorities.
* Exceptional time‑management skills enabling delivery within tight deadlines while supporting global desks.
* Advanced analytical skills to organise complex information and prioritise tasks across multiple projects.
* Outstanding communication abilities to present recommendations clearly to colleagues at all levels.
* High degree of intellectual curiosity and passion for continuous learning and self‑motivation within a collaborative team setting.
* Experience working independently as well as cooperatively within diverse global workforces focused on client service excellence.
* Meticulous attention to detail combined with a sound understanding of risk processes ensuring due diligence is maintained throughout all activities.
What Sets This Company Apart
Our organization stands out as one of the world’s most respected financial institutions, committed to customer experience, diversity, inclusion, and community engagement. Employees benefit from a culture where every voice is valued, teamwork drives collective success, and well‑being is prioritised through generous health benefits, paid time off, reward programmes, and flexible working arrangements. Career development is prioritised through regular performance conversations, online learning platforms, and mentoring initiatives that open doors across the business.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates.
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