Client Onboarding - Pre Trade (Asset Management) at Delta Capita
London, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

19 Jul, 25

Salary

0.0

Posted On

19 Apr, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Credit, Credit Risk, Hedge Funds, Equities, Operations, Kyc, Documentation, Corporates, Regulations

Industry

Financial Services

Description

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.

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 also desirable but not essential.
  • Business Intelligence (BI) skills / strong excel and PowerPoint skill are also desirable but not essential.

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.

Responsibilities
  • Owning and driving pre trade client relationship 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 Strong client service orientation.
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