Prime Brokerage Consultant coordinating onboarding of new clients for a leading financial services firm. Engaging with internal teams and managing risks throughout the onboarding process.
Responsibilities
Own and coordinate the full front-to-back Prime onboarding process for new clients
Act as the single point of contact for clients throughout onboarding
Work closely with internal teams across Risk, Legal, Compliance, CDD/KYC, Operations, Trading and Technology
Identify and manage onboarding risks across credit, market, operational and regulatory areas
Support day-to-day Prime client service activities, including margin, cash balances, reporting and lifecycle events
Build strong internal and external relationships to ensure timely, high-quality client delivery
Requirements
5+ years’ experience within Prime Brokerage, with direct client exposure
Strong understanding of Prime products and operations, including front-to-back trade flows
Experience onboarding hedge funds, asset managers or similar institutional clients
Proven ability to manage multiple workstreams and prioritise effectively in a fast-paced environment
Strong risk awareness and attention to detail
Commercially aware with the ability to communicate clearly with clients
Comfortable operating in a matrix environment and coordinating multiple stakeholders
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