Provide and promote a superior client experience for new clients/investors in a rapidly growing multi-jurisdictional organisation. With an inclusive and supportive culture, you will enjoy a productive professional life, whilst being encouraged and supported to reach your full potential.
This is a rewarding career opportunity to be part of an inclusive and supportive culture, having responsibility for the onboarding and data management of the client/investor lifecycle.
You will also be responsible for the management, supervisions and development of the data management team, ensuring a first class service is delivered and reviewing client risk profiles.
Responsibilities will include:
Overseeing the completion of the periodic reviews and risk assessments
Ensuring data is accurately maintained and updated on systems
Maintaining good knowledge of the differing requirements/processes for high risk clients
Monitoring the team’s performance, attendance and development
Acting as a ‘B’ authorised signatory
Experience and skills required:
Minimum 8 years’ relevant industry experience
At least 3 years’ experience in a supervisory role
Hold a relevant professional qualification (Table 4)
Ability to prioritise tasks
Proactive and disciplined approach to tasks
If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk
We are an equal opportunity employer and value diversity at all times.