Project Manager - Client Onboarding - Trade Finance- FS

S$15-19k pm
23 Jan 2020

Project Manager - Client Onboarding - Trade Finance - FS

Purpose: To co-ordinate all Deal Team activities up to the first trade and handover to the business


Origination Lead

Client team

Legal Team



Credit & Risk


Operational Teams

Accountable for:

  • Creating and managing project plans, including defining necessary work packages, responsibilities and key milestones
  • Creation and management of Project control documentation (RAID logs, Project Plans, Initiation Documents, Requirements Documents)
  • Responsible for the translating of working business requirements into technical specification documents
  • Manage Deal Team expectations on delivery timeframe
  • Coordinating activities during program structuring to Go-live, e.g ensure internal processes are set up, align with Ops to set up systems, ensure distribution strategy is locked-in
  • Sharing updates on deal information internally during Program structuring and set up phase
  • Identification, recording and management of all project risks and issues. Reporting these to the to the business and project specific stakeholders
  • Manage internal and external stakeholders input to Projects and expectations of senior stakeholders and sponsors
  • Serves a lead point of contact for operational and process questions
  • Actively manage client expectations and deliverables
  • Organise internal and external client kick off meeting in order to:
    • Establish client and internal team expectations
    • Build requirements and outline to client
    • Amended project plan shared with client and internally (measurable KPIs) (Internal only version and client facing version)
  • Organise and run internal and external (weekly) update calls to coordinate deal execution
  • Escalate issues and delays in the deal client delivery

Skills, Experience and Abilities

  • Experience of successfully delivering medium to long term projects, ideally within a financial services environment
  • Experience in client facing role
  • Clear understanding of project life cycle
  • Proven experience of managing multiple competing deadlines
  • Excellent Stakeholder and relationship management skills
  • Strong analytical, problem solving and communication skills
  • Fully literate in MS Office (including Visio) and Project Management Tools (MPP, Smartsheets)


  • PRINCE2 Practitioner or Equivalent

If you are keen to explore further, please click the "Apply" button or feel free to email me at

Morgan McKinley Pte Ltd

Greg Cazalis

EA License: 11C5502

Reg No: R1871051 (Cazalis Tabusalla Gregorio)

Gregorio Cazalis - R1871051's picture
Consultant | Project & Change
Singapore +65 6818 3159 |