About the role:
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.
Responsibilities:
- 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.
- Maintain a high level of technical competence and market awareness in order to maximise the effectiveness, efficiency and client satisfaction during the on-boarding experience.
- Provide first class administrative support to the New Business Team and the Sales and Service teams.
Skills, Knowledge and Expertise:
- Excellent understanding of trustee and company risks and responsibilities.
- Excellent understanding of the AML/TF risks associated to onboarding of new clients.
- Solid understanding of risk, relationship management, contractual and statutory obligations.