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- Tasks: Manage pre-trade client relationships and ensure seamless onboarding across various financial products.
- Company: Delta Capita is a global leader in managed services and consulting for financial institutions.
- Benefits: Enjoy a flexible hybrid working model and opportunities for professional growth.
- Why this job: Join a dynamic team that values strong client relationships and offers a fast-paced work environment.
- Qualifications: Bachelor's degree required; experience in client service and legal negotiation preferred.
- Other info: This is a fixed-term contract role based in London with ongoing selection processes.
The predicted salary is between 43200 - 72000 £ per year.
London - Fixed Term Contract
Asset Management experience is a must.
The Global Markets New Business Group (NBG) sits within the Client Experience Operations team and is responsible for managing pre-trade client relationships across the division. The team coordinates with clients on documentation, account setup, and configuration to ensure a seamless onboarding process. Aligned both by client and by sales desks (FX, Equities, Credit, Rates, Commodities, etc.), NBG works closely with internal teams such as legal, credit risk, operations, and compliance.
The NBG team builds strong, lasting relationships with institutional clients including asset managers, hedge funds, and corporates by delivering excellent service and maintaining regular engagement. Team members are expected to stay up to date on commercial, legal, KYC, and regulatory requirements, while thriving in a fast-paced, dynamic global environment across key locations including London, Paris, New York, and Singapore.
RESPONSIBILITIES
- Owning and driving pre-trade client relationships to ensure readiness to trade across all products (Derivatives, Repo, Cash).
- Active discussions with Sales to understand commercial opportunities & prioritize accordingly.
- Drive internal and external negotiations and processes including trading agreements (ISDA, CSA, GMRA, etc.) and account opening.
- Develop in-depth knowledge of all client requirements such as legal terms (ISDA & CSA, GMRA, etc.), AML, KYC, configuration platforms (FXAll, Bloomberg, S&P, etc.) & product requirements.
- Manage tight client timelines for fund launches, market-specific deadlines, and trade dates.
- Very strong written and verbal communication skills.
- Highly organized, able to multi-task, and prioritize projects. Detail-oriented and self-driven with a strong client service orientation.
QUALIFICATIONS
- Bachelor's Degree. Experience within Client Service & Relationship Management is preferred.
- Experience with legal negotiation, KYC, and regulations is also a plus.
- Foreign language skills to a professional level are desirable but not essential.
- Business Intelligence (BI) skills / strong Excel and PowerPoint skills are also desirable but not essential.
This is a fixed-term contract/permanent, full-time position located in London. As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our team will contact you within 4 weeks. For this role, a valid working permit for the UK is mandatory.
Expectations regarding hybrid working: As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office aligns with what our clients' policies and expectations are, and these vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita requires. However, some of our clients have now moved up to 4 days and even 5 days in the office, and we require candidates to be flexible to meet our client demands.
Who We Are: Delta Capita Group is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology-based mutualised services for financial institutions for non-differentiating services.
Our 3 offerings are:
- Managed Services
- Consulting & Solutions
- Technology
Client Onboarding - Pre Trade (Asset Management) employer: Delta Capita
Contact Detail:
Delta Capita Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding - Pre Trade (Asset Management)
✨Tip Number 1
Familiarise yourself with the key documentation and agreements mentioned in the job description, such as ISDA, CSA, and GMRA. Understanding these terms will not only help you in discussions but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the asset management industry, especially those involved in client onboarding. Engaging with them can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Stay updated on current trends and regulations in the financial services sector, particularly around KYC and AML. This knowledge will be crucial during interviews and will show that you are proactive and well-informed.
✨Tip Number 4
Prepare to discuss your organisational skills and ability to manage tight deadlines. Think of specific examples from your past experiences where you successfully handled multiple tasks under pressure, as this is a key requirement for the role.
We think you need these skills to ace Client Onboarding - Pre Trade (Asset Management)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Client Onboarding - Pre Trade position. Familiarise yourself with terms like KYC, ISDA, and the various asset classes mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in asset management and client service. Emphasise any previous roles where you managed client relationships or dealt with legal negotiations, as these are crucial for this position.
Craft a Strong Cover Letter: Use your cover letter to showcase your communication skills and detail your understanding of the onboarding process. Mention specific experiences that demonstrate your ability to thrive in a fast-paced environment and your attention to detail.
Proofread Your Application: Ensure that your CV and cover letter are free from errors. A well-presented application reflects your organisational skills and attention to detail, which are essential for the role.
How to prepare for a job interview at Delta Capita
✨Understand the Role
Make sure you have a clear understanding of the Client Onboarding - Pre Trade role. Familiarise yourself with the responsibilities, especially around managing pre-trade client relationships and the specific products involved like Derivatives and Repo.
✨Showcase Your Asset Management Experience
Since asset management experience is a must, be prepared to discuss your previous roles in this field. Highlight specific examples where you successfully managed client relationships or navigated complex regulatory requirements.
✨Demonstrate Strong Communication Skills
Given the emphasis on communication in the job description, practice articulating your thoughts clearly and concisely. Prepare to discuss how you've effectively communicated with clients and internal teams in past roles.
✨Prepare for Legal and Regulatory Questions
Brush up on your knowledge of legal terms such as ISDA and CSA, as well as KYC and AML regulations. Be ready to discuss how you have applied this knowledge in your previous positions to ensure compliance and smooth onboarding processes.
