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Client Lifecycle Executive - Banking operations processing - London, United Kingdom

Client Lifecycle Executive - Banking operations processing - London, United Kingdom

Posted 5 July by eFinancialCareers
Ended
Competitive salary
London , South East England
Permanent, full-time
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SG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.

We have one clear purpose - to simplify life's financial challenges. Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail. We also understand the importance of creating strong relationships based on trust, service and expert knowledge.

Building a responsible organisation is a fundamental part of our long-term vision. We aim to be a leading responsible bank for client service and expertise. Underneath this leadership of responsibility are the stakeholders we seek to serve as a responsible bank: our clients, colleagues, the community and the climate. We help our clients to build sustainable legacies; we support our colleagues by promoting diversity and inclusion; we make a positive social impact for our community and we champion climate action by reducing our carbon footprint.

Summary of Key Purpose:

This role is in the Client Lifecycle team within the commercial department. The role holder will Provide support to your Commercial business line on all matters related to KYC and will ultimately be an SME for new client on-boarding, liaising with Clients and for all KYC matters related to existing clients, including PCRs and trigger events

Summary of responsibilities

• Provide support to Private Bankers by taking responsibility for the onboarding of new clients, or new accounts for existing clients,

• Preparation of the KYC Memo for all clients at the required run rates throughout the year

• Refresh of due diligence and EDD reports as required

• Ensure that PCRs are completed to the required standard, so that Compliance sign off can be obtained at the first attempt

• Remediate KYC data quality issues for existing clients

• Proactively identify opportunities to streamline internal processes, and ultimately improve the client experience to contribute towards Commercial objectives

• Prepare files as required for submission to the RRAC

Profile required

  • • Experience in similar roles
  • • Excellent knowledge of AML/KYC
  • • Experience of working on Compliance related projects/Customer Due Diligence
  • • Wealth management and private banking experience is desirable
  • • Experience in performing Customer Due Diligence
  • • Effective written and spoken communication skills
  • • Ability to assess and analyse information
  • • Attention to detail and focus

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like "hard work" and "dedication" together with "community" and "respect" has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 24000HH4
Entity: Kleinwort Hambros
Starting date: 2024/10/07

Publication date: 2024/07/03

Reference: 53030951

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