This institution is a leading global financial entity offering a wide array of services including investment banking asset management and private wealth management. Renowned for its commitment to customer service integrity and fostering sustainable economic growth it operates a worldwide network aimed at serving corporations institutions governments and individuals. With a legacy of excellence and innovation it is focused on turning insights into opportunities providing expert advice and delivering comprehensive solutions across both public and private markets.
Responsibilities:
- Own and drive the client onboarding process in collaboration with the Sales team for various client types and products (Cash and Derivatives).
- Engage in active discussions with Sales to manage priorities effectively.
- Develop indepth knowledge of all required elements such as AML KYC and producttolegal entity alignment.
- Gain a solid understanding of Client Onboarding policies and process requirements.
- Manage tight timelines for fund launches marketspecific deadlines and trade dates.
- Demonstrate strong written and verbal communication skills.
- Maintain a high level of organization ability to multitask and prioritize projects.
- Be detailoriented and selfdriven.
- Exhibit a strong client service orientation.
Skills / Experience Required:
- Previous experience in Client Onboarding or a KYC role is preferred.
- Excellent verbal and written communication skills.
- Common sense combined with strong analytical and logical reasoning skills.
- A flexible proactive and energetic approach is essential.
- Strong problemsolving and facilitation abilities.
- Ability to work independently with minimal supervision.
- A strong team player capable of working efficiently and effectively under pressure.
- Enthusiasm and a strong desire to learn given the steep learning curve of this role.
- A highly confident and professional approach to all tasks and most importantly in collaboration with team members.
Competencies:
- Technical Skills: Demonstrates strong technical skills required for the role attention to detail initiative in expanding knowledge and appropriate client service and risk management skills.
- Drive and Motivation: Successfully handles multiple tasks takes initiative to improve performance works intensely toward challenging goals and persists in the face of obstacles.
- Client and Business Focus: Effectively handles difficult requests builds trusting longterm relationships with clients helps clients identify and define needs and manages client/business expectations.
- Teamwork: Proven track record as a strong team player collaborates well within and across teams encourages team members to contribute and acknowledges their input.
- Communication Skills: Communicates relevant and important information clearly and concisely and shares new ideas with others.
- Judgment and Problem Solving: Thinks ahead anticipates questions plans for contingencies finds alternative solutions and identifies clear objectives. Analyzes complex issues and sees the big picture.
- Creativity/Innovation: Looks for new ways to improve current processes and develops creative solutions that are grounded in practicality.
- Influencing Outcomes: Presents sound persuasive rationale for ideas or opinions takes a position on issues influences others opinions and presents convincing recommendations.
If you have the qualifications and are eager to join a dynamic team at a leading financial institution we encourage you to apply!