Our client is a discretionary investment management business that services private clients, institutions and charities. We are seeking a Client Onboarding individual, managing the process after the Portfolio Managers. The right individual will be solely responsible for this process.
Requirements and responsibilities -
- Support all business units when a client is introduced to the business, including;
- Participate in client meetings
- Understand each clients requirements
- Obtain all regulatory documents
- Project manage all operational, legal and compliance requirements
- Oversight of the documentation requirements for all clients
- Perform regular reviews to ensure the company is regulatory compliant
- Support Marketing and Business development, this includes supporting the completion of RFP’s / DDQ’s
- Proven experience within a similar role
- Proven experience of working with senior stakeholders
- An expert in KYC processes
- Self starter.
