Client Lifecycle Management

6 days ago

London, United Kingdom Redstone Private Banking Full time

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

We are working with an international Private Bank in London who are looking for a client lifecycle management analyst reporting into the Head of Change.

Key Responsibilities / Tasks
- Support the Head of Change, Compliance and operational teams with the management and improvement of the client lifecycle process within the Bank.
- Revise and analyse financial and client data to ensure all systems are accurate and up to date and events are being actioned appropriately.
- Project manage the client lifecycle process e.g. compliance and operational improvements to technology platforms
- Provide coverage and ongoing BAU activities within the Client Lifecycle Management team including account opening, reviews, account maintenance and closure, and the associated activities.
- Work effectively and communicate clearly with stakeholders and internal teams.

Key Qualifications / Experience
- Experience of working in a Private Bank or Wealth Manager is highly desirable
- Experience working in client onboarding and life cycle is highly desirable
- Knowledge of IT Banking systems and experience as a product owner is highly desirable
- Familiarity with key UK Banking regulators and KYC guidelines/laws.
- Eligibility to work in the UK, Fluent in English.

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