Job Description
**Job Background/context:**
The Agency & Trust (A&T) business delivers bespoke fiduciary and agency transaction services to a wide variety of clients including banks, corporations, lawyers and governments around the world. Specific transaction services are delivered in connection with Corporate Debt, Restructuring, Structured Finance, M&A and Project Finance.
**Key functions include:**
The Client Service Onboarding (CSOB) Client Executive will support the regional APAC team in Agency & Trust on KYC and Account implementation. Provide the highest level of customer service and teamwork to Sales and Transaction Relationship Management teams and other internal partners. Strong communication, diplomacy skills and the ability to act independently are required. The role acts as an SME on KYC related matters / account opening which mainly constitute adherence to local regulations across multiple jurisdictions.
Key Resp...
The Agency & Trust (A&T) business delivers bespoke fiduciary and agency transaction services to a wide variety of clients including banks, corporations, lawyers and governments around the world. Specific transaction services are delivered in connection with Corporate Debt, Restructuring, Structured Finance, M&A and Project Finance.
**Key functions include:**
The Client Service Onboarding (CSOB) Client Executive will support the regional APAC team in Agency & Trust on KYC and Account implementation. Provide the highest level of customer service and teamwork to Sales and Transaction Relationship Management teams and other internal partners. Strong communication, diplomacy skills and the ability to act independently are required. The role acts as an SME on KYC related matters / account opening which mainly constitute adherence to local regulations across multiple jurisdictions.
Key Resp...
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- Location Mumbai, India
- Job Type Full-time
- Category other-general
- Posted Date February 24, 2026
- Application Deadline March 29, 2026