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- Tasks: Manage client onboarding and KYC processes in a dynamic investment bank environment.
- Company: Join a leading London-based investment bank with a strong reputation in wealth management.
- Benefits: Enjoy hybrid working, competitive pay, and opportunities for professional growth.
- Why this job: Be part of a collaborative team focused on enhancing client experiences and regulatory compliance.
- Qualifications: Experience in Wealth Management or Investment Banking, with KYC/AML expertise preferred.
- Other info: This is a 6-month contract role with potential for future opportunities.
The predicted salary is between 48000 - 72000 £ per year.
6-Month Contract Hybrid Working Leading London based Investment Bank
You will:
- Work in partnership with client, CA and CAM 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 processes.
- 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.
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 with strong analytical, problem-solving and synthesizing skills.
If you match the above criteria, please apply!
Client Lifecycle Management employer: eFinancialCareers
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Lifecycle Management
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements related to KYC and AML in the investment banking sector. This knowledge will not only help you during interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with professionals already working in Client Lifecycle Management or related fields. Attend industry events or webinars to connect with potential colleagues and learn more about the current trends and challenges in the sector.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your analytical and problem-solving skills. Think of scenarios where you improved processes or resolved issues, as these will be valuable during discussions with hiring managers.
✨Tip Number 4
Research StudySmarter and our values, especially how we approach client relationships and compliance. Tailoring your conversation to align with our mission can set you apart and show that you're genuinely interested in being part of our team.
We think you need these skills to ace Client Lifecycle Management
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Client Lifecycle Management position. Familiarise yourself with KYC and AML processes, as well as the specific requirements mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience in Wealth Management, Investment Banking, or Asset Management. Emphasise your analytical skills and any previous roles that involved client onboarding or KYC processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and desire to improve client offerings. Mention specific examples from your past experiences that demonstrate your problem-solving abilities and expertise in KYC/AML.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at eFinancialCareers
✨Understand the Client Lifecycle Management Process
Make sure you have a solid grasp of the Client Lifecycle Management process, especially in relation to onboarding and KYC. Be prepared to discuss how you can contribute to improving these processes and ensuring compliance.
✨Showcase Your Analytical Skills
Since strong analytical skills are crucial for this role, be ready to provide examples of how you've used these skills in previous positions. Discuss specific challenges you've faced and how you solved them.
✨Demonstrate Client-Focused Mindset
Highlight your experience in client-facing roles and your commitment to enhancing the client experience. Share instances where you went above and beyond to meet client needs or improve service delivery.
✨Prepare for Regulatory Compliance Questions
Given the importance of regulatory compliance in this role, brush up on relevant regulations and be prepared to discuss how you've ensured compliance in past roles. This will show your understanding of the industry's standards.
