About the role/Purpose of 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.
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.
Key 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.
- 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.
- Ensure implementation of structures, databases are up to date and orderly staged transition to relevant administration team as appropriate.
- Be aware of and play an active role in the achievement of “New Business” targets.
- Liaise with Directors and other members of the Global Business Development team as a matter of routine.
Skills required:
- 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.
- A good understanding of various jurisdictional requirements.
- Ability to investigate and respond to queries.
- Excellent time management skills with ability to work to tight deadlines and under pressure.
- Ability to organise and management multiple priorities using own initiative.
- Proven track record in the management of a team.
- Passion for delivering exception client service.