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Job Description
What is the opportunity?
You will be a member of the Client Lifecycle Management Team. Within this team you are the primary contact for the Sales & Relationship Management team providing guidance and support in respect of all new and existing client lifecycle management requests. You will provide advice in respect of client lifecycle management processes and the Wealth Management International (WMI) Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients.
Client Services Support plays a crucial role in meeting WMI's core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. Client Services Support drives the efficiency and consistency of standards and controls for Client Lifecycle Management including Client Qualification, Client Onboarding, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions.
What will you do?
Act as the primary point of contact for all client due diligence queries, providing advice and guidance in relation to client lifecycle documentation and client due diligence
Review client lifecycle cases for all legal entity types adhering to the relevant regulatory, compliance and business requirements
Provide coaching and support to Senior Officers in the review of client lifecycle cases for complex structures
Act as Subject Matter Expert providing advice, training and ongoing coaching to the Sale & Relationship Management (S&RM) teams in respect of client lifecycle management and the relevant RBC related policies and procedures including AML, KYC and Client Due Diligence, Source of Wealth and Country Connectivity
Liaise effectively with key stakeholders including Sales & Relationship Management, Private Client Fiduciary Services, AML Compliance, Product teams, Tax Risk Management and Data management to remove obstacles impacting client lifecycle management while balancing the need for quality and adherence to regulatory compliance and escalating to Senior Management
Support continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment
Provide guidance in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked and monitored
Production of Management Information and creation of presentation decks
What do you need to succeed?
Must-have
Proven experience within the banking/financial services industry
Good understanding and experience of client due diligence, KYC and AML compliance
Ability to manage stakeholder expectations and handle conflict
Strong sense of accountability and ownership over quality
Ability to prioritise and make decisions in a fast paced environment
Client focused
Strong analytical skills and attention to detail
Must have a flexible approach and be a team player
Nice-to-have
Strong understanding of control requirements
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Flexible and Hybrid working options fully supported
Job Skills
Adaptability, Business Development, Client Centricity, Collaboration, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice ManagementAdditional Job Details
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Inclusion and Equal Opportunity Employment
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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