Client Onboarding - Pre Trade (Asset Management)

Delta Capita; City Of London; Hybrid; GBP 40,000 - 80,000; Full time

Job description

Client Onboarding - Pre Trade

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.

How We Work:

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

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 (which may be the clients' offices or our own offices depending on the client) 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

To know more about Delta Capita and our culture click here:Working at DC - Delta Capita