The Role
The Manila Onboarding is under Investment Operations - a team within the Investments line of business.
The Manila Onboarding is part of WTW Global Investment Operations that is responsible for three types of onboarding work streams: Client Onboarding (COB), Manager Onboarding (MOB) and Funds Onboarding (FOB).
COB deals with coordinating and project managing the onboarding of prospective clients to receive WTW fiduciary management services. The main stages of the onboarding include Contracting – co-ordinating the terms and signing the Fiduciary Management Agreement (FMA) and Power of Attorney (POA); Operational Readiness - obtaining and preparing Anti Money Laundering (AML) and Know Your Client (KYC) documentation to allow client investment with asset managers; Custody account set -up.
MOB deals with coordinating legal and tax reviews of asset manager fund documentation including instructing and liaising with external legal counsel, managing and completing proxy voting matters and assisting internal stakeholders with ad hoc legal or tax queries, using the advice of internal legal counsel where required.
Funds Onboarding Funds Onboarding is a work-stream responsible for supporting clients, both new and existing, investing into the Towers Watson Investment Management (“TWIM”) Funds. The TWIM Funds being a suite of Funds, managed in-house, available to internal and external professional investors.
The Onboarding team encourages collaboration, career progression and flexibility in working patterns.
In this role, you will:
Learn about all aspects of onboarding and experience working across the different workstreams, focusing on areas mentioned in the role summary above.
As you develop and your career progresses you will gain the opportunity to:
The successful candidate will be expected to work within the existing risk management and audit framework of the team and business, which includes checklists and review processes, branded ‘Professional Excellence’. All team members are encouraged to contribute ideas for process improvements.
-
The Requirements
Bachelor’s degree required, with at least 2 years of relevant work experience
Confidence to liaise with people at all levels in a variety of roles, locations and functions
Proven effective oral and written communication skills in business English; ability to ask right questions and seek help where appropriate
Ability to work on own initiative when required, as well as in a team
Detail and results orientated, with a logical and analytical method of working
Good organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlines
Good communicator, pro-active, self-starter with a keen eye for detail and ability to multi-task
Team player with enthusiasm to challenge processes and work with the team to effect change
Enthusiasm to learn all aspects of Onboarding
Knowledge of institutional investors is desirable but not essential
WTW is an Equal Opportunity Employer
Job details are sourced from the employer's original posting.
Open job postingAbout the company
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.