Client Lifecycle Executive

7 months ago


SaintHelier, United Kingdom Kleinwort Hambros Full time
Residency5 years residency requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55684ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role

Provide support to your Commercial business line on all matters related to KYC

SME for new client on-boarding, liaising with Clients and Commercial Business Lines accordingly

SME for all KYC matters related to existing clients, including PCRs and trigger events

MiCA SME – the client management system

Contribute to the management and governance of the RRAC Committee

Work constructively with other stakeholders such as Compliance & Middle Office in the performance of their tasks

Perform all duties in accordance with the principles outlined in the KH Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long-term sustainability of client relationshipsCore skills required Ability to speak and understand English CV Required

  • Saint Helier, United Kingdom Kleinwort Hambros Full time

    About this roleWe are seeking a highly skilled Client Lifecycle Executive to join our team at Kleinwort Hambros.The successful candidate will be responsible for providing support to our Commercial business line on all matters related to Know Your Customer (KYC).This will include:Acting as a Subject Matter Expert (SME) for new client onboarding, liaising with...


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