Purpose of the role:
The role will report into the Manager of the New Business Team.
Responsibilities
- The purpose of the role is primarily to ensure the efficient and effective on-boarding and formation of structures for new and existing clients that have been approved at Business Acceptance Meetings. The primary focus of the role relates to private clients.
- The post holder will have responsibility of liaising with the Sales and Service teams to ensure that all client matters, in relation to the review, preparation of documentation for approval of new business and the formation of structures for new business, are dealt with promptly and any issues are referred to line management immediately.
Skills required:
- Working within the regulatory framework as specified by JFSC and other relevant jurisdictions, to ensure that governance oversight and compliance protocols within the Group are appropriately applied to the formation of new business structures
- Preparation of relevant internal approval documentation, co-ordinate and present directly to the Business Acceptance Meeting. Ensure consistency and clarity of the on-boarding files and approval documentation in order to maximise the effectiveness of relevant senior management resource.
- Liaise with Directors and other members of the Global Business Development team as a matter of routine.