Onboarding Lead, Pre Trade Services Onboarding Lead, Pre Trade Services

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

The primary function of the Onboarding Lead, Pre-Trade Services is to support the daily activities of Markets Client Data Team.

Markets Client Data is a global hub team supporting Australia, Singapore, Hong Kong, London, New York. The hub team functions in close partnership with Pre-Trade Services, Sales, Relationship, Credit, Legal, Compliance and Operations to ensure efficient and timely Market/regulatory setups and lifecycle updates.The team will focus on New to Markets Setups and any amendments during Lifecycle. In addition to ensuring data and systems are setup correctly, the team also runs controls to ensure (1) Compliance with Markets regulation and internal policies and (2) Correct, relevant, and linked across appropriate systems.As part of daily activities, team will work with Front Office, RMs, Compliance, and other enablement function teams and therefore excellent inter-personal skills are required.

• Workflow Management: Tight monitoring of all the workflows across all the regions to be performed daily and check if all requests are completed on a timely and accurate manner.
• Email request monitoring and assignment: Regular reviewing of the Email box and ensure the requests are completed as per SLA/prioritization of urgent requests and zero outstanding at EOD.
• Client Onboarding: Responsible for end-to-end customer profile setup across markets systems
• Bulk Request management: Ensure ETA is negotiated as per the standard SLA for all bulk projects and the same is completed by the team without any SLA breach. Also need to push back or engage relevant teams to renegotiate ETA/reprioritize the request.
• Responding to Escalation: Demonstrate quick and responsive approach for all the escalations and ensure to follow the hierarchy and keep Line manager and relevant management in loop in all the email communication.
• Stake Holder Management: Ensure cordial relationship is maintained with all business stakeholders and engage them at regular intervals and understand the business needs and deliver post review.

Banking is changing and we're changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you'll be building your future, while helping to build ours.

Role Location: 11F Solaris One Building, Makati City
Work Hours: Australian Business hours, Day Shift schedules, Weekends Off, Hybrid work set up

As an Onboarding Lead,  you will be expected to:

Financial:

• Demonstrating a pro-active approach to problems and to seek answers and solution to problems, and to be confident to push back if necessary.

Customer:

• Manage customer's expectation effectively to achieve positive Customer's experience

• Ensure customer focus is maintained

• Develop process that optimises the customer experience

• Ensure all data gathering from customer is accurate and professional

• Update customer with progress

• Maintain open communication with stakeholders to ensure business requirements are met on an ongoing basis.

Process:

• Deliver required quantity of completed customer files as part of KPI (monthly basis)

• Complete files within the agreed SLA

• Execute work activities in accordance with prescribed procedures without error to avoid customer impact

• Maintain and manage accurate customer records as part of each executed file

• Ensuring compliance to international regulation and internal policies

• Ensure data integrity across global Markets systems

• Identify and implement process improvements

• Improve timeliness, consistency, accuracy and knowledge to reduce errors

To grow and be successful in this role, you will ideally bring the following:

• Experience within the financial services industry, regulatory compliance, Markets Product lifecycle. Quality assurance experience preferred.
• Extensive knowledge of financial services operations.
• Strong understanding of Markets Products and their Lifecycles
• Good understanding across regulatory requirements. Regulations like Dodd Frank, FATCA, CRS, EMIR, MiFID, and workflow tools.
• Must be able to work and thrive in a fast paced, high intensity, high demand and deadline driven environment.
• Must have a strong understanding of Risk & Control and Quality Framework. Responsible for the end-to-end outcomes of a complex and highly regulated and audited operational area's processing activity.
• Team player & Self-motivated, committed to team & task, sharing knowledge, helping team members, Self-driven & highly motivated, organized working style, Able to go the extra mile,
• Solution-oriented attitude, pragmatic, good problem solving skills, committed to Quality framework, Following & Improving processes, 
• Able to follow corporate reporting standards,Able to deal with highly confidential information in a professional manner, organized, trusted, committed to a long term employment.
• Excellent computer skills, advanced proficiency in Microsoft Office products.
• Strong communication skills (written and verbal)
• Customer service skills

You're not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we'd love to hear from you.

ANZ provides banking and financial services and operates across more than 30 markets. We are among the top 4 banks in Australia, the largest banking group in New Zealand and Pacific, and among the top 50 banks in the world. With more than 2,000 people, our team in Manilla play a critical role in executing our strategy and deliver what matters most to our customers and the bank. We continue to grow our professional services capabilities to support our customers around the world.  Our expertise and services make us a bank, and our people, purpose, and culture makes us ANZ. We're proud of the inclusive culture we're renowned for where 90 percent of our people feel they belong. 

We provide our people with a range of benefits including access to health and wellbeing services.  We also have flexible working options so that our people can 'make work, work for them'.

We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support.

To find out more about working at ANZ visit   You can apply for this role by visiting ANZ Careers and searching for reference number 102273

09/09/2025 , 11.59pm, (Melbourne Australia)