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Posted about 1 month ago

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

We are an equal opportunity employer and value diversity at all times.