At a Glance
- Tasks: Manage client portfolios and ensure top-notch service and compliance.
- Company: Join a leading UK financial services firm in Edinburgh.
- Benefits: Highly competitive salary and a comprehensive benefits package.
- Other info: Equal opportunities employer welcoming diverse applicants.
- Why this job: Make a real impact in the financial sector while developing your career.
- Qualifications: 3-5 years in regulated financial services and strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
Core-Asset Consulting is working with a leading UK-based financial services firm to recruit a Senior Client Executive to join their team in Edinburgh. In this role you will manage a portfolio of clients, overseeing onboarding activities and ongoing investor servicing, while ensuring high standards of accuracy, client service, and regulatory compliance.
Essential Skills / Experience
- 3-5 years' experience within a regulated financial services environment
- Degree qualified or equivalent
- Good understanding of UK AML regulations
- Strong analytical skills
- Excellent attention to detail
- Strong communication skills
- Ability to manage multiple priorities and meet deadlines
- Experience with KYC systems or similar platforms is advantageous
Core Responsibilities
- Manage a portfolio of clients, supporting day-to-day operational activities
- Support client and investor onboarding processes in line with established procedures
- Conduct KYC and due diligence checks, including review of ownership structures and beneficial ownership information
- Assess client risk profiles and elevate where enhanced due diligence is required
- Review documentation and processes to maintain accuracy and quality control standards
- Prepare due diligence reports and assist with investor communications and fund documentation
- Act as a point of contact for client queries
Benefits
- A highly competitive salary
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16444) To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
Senior Client Executive in Edinburgh employer: Core-Asset Consulting Ltd
Core-Asset Consulting is an exceptional employer, offering a dynamic work environment in the heart of Edinburgh's financial district. With a commitment to employee growth and development, we provide comprehensive training and support, ensuring our team members thrive in their roles. Our inclusive culture fosters collaboration and innovation, making it a rewarding place for professionals seeking to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Executive in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about openings at firms like the one you're eyeing. A personal referral can make all the difference!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK AML regulations and KYC processes. We want you to be able to showcase your analytical skills and attention to detail, so practice answering questions that highlight these abilities.
✨Tip Number 3
Don’t just wait for job postings! Keep an eye on our website and apply directly through it. This shows initiative and can help you stand out from the crowd.
✨Tip Number 4
Follow up after interviews! A quick thank-you email reiterating your interest in the role and highlighting a key point from your conversation can keep you fresh in their minds. We love seeing candidates who are proactive!
We think you need these skills to ace Senior Client Executive in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Client Executive role. Highlight your experience in managing client portfolios and any relevant regulatory knowledge, especially around UK AML regulations. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your analytical skills and attention to detail, and don’t forget to show your enthusiasm for working with us at Core-Asset Consulting.
Showcase Relevant Experience:When detailing your work history, focus on your experience within regulated financial services. If you've worked with KYC systems or similar platforms, make sure to highlight that! We love seeing candidates who understand the ins and outs of our industry.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Know Your Regulations
Make sure you brush up on UK AML regulations and KYC processes before the interview. Being able to discuss these topics confidently will show that you understand the compliance landscape and are ready to hit the ground running.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in previous roles. Whether it's assessing client risk profiles or conducting due diligence checks, having specific instances ready will demonstrate your capability and attention to detail.
✨Communicate Clearly
Strong communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to refine your delivery and ensure you can handle client queries effectively.
✨Prioritise Your Experience
Be ready to discuss how you've managed multiple priorities in a fast-paced environment. Highlight any relevant experience from your past roles that aligns with the responsibilities of managing a portfolio of clients and meeting deadlines.
