Client Lifecycle Management

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6-Month Contract

Hybrid Working

Leading London based Investment Bank

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You will:

• Work in partnership with client, CA and CAM and clients on any client onboarding requirements.
• Front to back ownership of all onboarding cases.
• Drive the onboarding and KYC preparation activities for the WMUK business to ensure KYC quality and process efficiency.
• Participate in client meetings to discuss Client Lifecycle Management related processâ??.
• Support CA to ensure regulatory compliance of submitted materials from client / CA
• Perform KYC profile checking activities linked to client onboarding requests. Ensure client KYC information consistency.
• Own all hand offs on onboarding cases to the offshore account opening teams.
• Act as an SME for process/documentation enhancements.
• Support local business needs by being a local escalation point, providing onsite expertise and knowledge across all CLM/KYC services.
• Review external client forms, prepare internal forms relevant for onboarding.

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Your Skills:

• client focused with a desire to improve the client offering.
• professional experience within Wealth Management/Investment Banking/Asset Management.
• A KYC/AML SME
• strong analytical, problem-solving and synthesizing skills

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If you match the above criteria, please apply!

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This role is advertised via Hays Talent Solutions!