Client Lifecycle Management

Emily Tait
Senior Consultant
+44 1727 615 175

Emily Tait

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.

Apply for this position

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