Client Due Diligence Lead Specialist
1 week ago
My client is a leading Asset Manager based in Central London. This role will be working closely with the Distribution and Product teams in providing due diligence information for prospects and clients.The ideal candidate will pay due regard to the interestsof my client's customers, treating them fairly. Ensuring that the information provided to clients on products and services is clear and useful and enables them to understand fully what they are being offered.Key Responsibilities Prepare accurate, completedrafts and polished final submissions, compliant Due Diligence Questionnaires (DDQs) and related materials that supports the servicing of our clients. Ensure that all materials are completed by the required deadline, maintaining an open line of communicationwith all parties involved Assist in managing the entire completion process, from evaluating the requests to engaging with the relevant stakeholders to ensure completion Working closely with the Client Service team, the successful candidate will also overseethe production and delivery of submissions. Demonstrate the ability to work in an organised and consistent way, diligently paying attention to detail and accuracy and working well under pressure. Always work with others in an open and co-operative way. Liaisewith the Client Service team, Infrastructure and other subject matter experts to obtain the right information and prepare detailed content for the client. Edit standard and bespoke material to suit the client's requirements. Implement the team's approach tobest practice for each submission, applying it appropriately depending on the complexity of the individual submission. Follow the defined processes for the use of the content database (Qvidian), including identifying new or updated content to be included ona timely basis. Take end-to-end ownership of submissions from allocation to you through to delivery to the prospect or client. Support Business Development Services team colleagues in responding to requests where required, including materials that supportsthe gaining of new business. Proactively provide support to other team and department members, particularly during the busiest periods. Demonstrate professional behaviours and a "can do attitude". Maintain focus on delivering to a high standard in a rigorousand professional way. Be motivated to achieve the best and expect the best from others. Own and/or contribute to team and department initiatives. Undertake compliance and data checks for other team members. Record and file all materials in accordance withFCA requirements and the process manual. Experience/Skills Required Demonstrated experience of due diligence or client servicing within asset management. Broader financial services or asset management experience is advantageous. Experience of client due diligenceplatforms (e.g. AssetQ, Door) is advantageous. Detailed understanding of asset management, and institutional and intermediary channels. Detailed product knowledge in an asset class (e.g. equity, fixed income, multi-asset or alternatives). Experience liaisingwith Distribution and Product specialists; as well as clients and third parties (e.g. investment consultants) as required. Strong team player, with the ability to use own initiative and a self-starter. Ability to interact effectively and professionally atall levels of seniority and across multiple cultures. Ability to provide guidance and support for the development of colleagues. Experience using Qvidian database (or equivalent). IMC (or equivalent). Proactive approach to tasks and problem solving. Strongnumeracy and literacy. Excellent attention to detail and proofreading skills. Strong time and project management skills. Efficient and well-organised and able to manage multiple and at times conflicting deadlines. Good interpersonal skills. Candidates shouldbe educated to degree-level (or equivalent). Strong Microsoft Office skills (Word and Excel)
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Client Due Diligence Specialist
1 week ago
London, United Kingdom OFX Full timeCompany Description **Hi.** We’re OFX, a global provider of online, international payment services. We solve the complexity of moving money and enable better decisions. Headquartered in Sydney with offices worldwide, we’re a customer-focused business that is all about inspiring customer confidence. At OFX, you’ll have the opportunity to reach beyond...
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Client Due Diligence Specialist
1 week ago
London, United Kingdom OFX Full time**Company Description** Hi.** We’re OFX, a global provider of online, international payment services. We solve the complexity of moving money and enable better decisions. Headquartered in Sydney with offices worldwide, we’re a customer-focused business that is all about inspiring customer confidence. At OFX, you’ll have the opportunity to reach beyond...
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Environmental Due Diligence Lead
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Environmental Due Diligence Lead
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London, United Kingdom Energi People Full timeEnvironmental Due Diligence Project Lead – LondonLocation: London | Hybrid | Discipline: EngineeringMy client is an expanding international M&E consultancy with a proven track record in low-energy design and a commitment to delivering exceptional technical solutions. Through their market-leading expertise, they help shape the world's digital infrastructure...
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Environmental Due Diligence Lead
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City Of London, United Kingdom Irwin & Colton Limited Full timeOverview Environmental Due Diligence Lead London £70,000 to £95,000 DOE + Excellent Benefits Are you an experienced environmental professional looking to step into a senior-level role focused on remediation and environmental due diligence across a global portfolio? If the answer is yes, this opportunity could be an ideal next step. I am currently...
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Environmental Due Diligence Lead
2 weeks ago
City Of London, United Kingdom Irwin & Colton Full timeOverview Environmental Due Diligence Lead – London – £70,000 to £95,000 DOE + Excellent Benefits Are you an experienced environmental professional looking to step into a senior-level role focused on remediation and environmental due diligence across a global portfolio? This opportunity is with a global technology and logistics specialist working on a...
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Environmental Due Diligence Lead
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London Area, United Kingdom Energi People Full timeEnvironmental Due Diligence Project Lead – London Location: London | Hybrid | Discipline: Engineering My client is an expanding international M&E consultancy with a proven track record in low-energy design and a commitment to delivering exceptional technical solutions. Through their market-leading expertise, they help shape the world’s digital...
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Environmental Due Diligence Lead
2 weeks ago
London Area, United Kingdom Energi People Full timeEnvironmental Due Diligence Project Lead – LondonLocation: London | Hybrid | Discipline: EngineeringMy client is an expanding international M&E consultancy with a proven track record in low-energy design and a commitment to delivering exceptional technical solutions. Through their market-leading expertise, they help shape the world’s digital...
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Environmental Due Diligence Lead
1 day ago
London Area, United Kingdom Energi People Full timeEnvironmental Due Diligence Project Lead – LondonLocation: London | Hybrid | Discipline: EngineeringMy client is an expanding international M&E consultancy with a proven track record in low-energy design and a commitment to delivering exceptional technical solutions. Through their market-leading expertise, they help shape the world's digital infrastructure...
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Client Due Diligence Manager
6 days ago
London, United Kingdom LGT Group Full timeLGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based...