Business Technician required for an international life organisation to co-ordinate and case manage 'High Net Worth' and technical new business enquiries, proposals and applications within the HNW and Client Services control frameworks.
Responsible for first line acquisition of new business with particular emphasis on complex, high value cases, including those with esoteric assets or structures.
Review high value and technical cases and advise Sales, Sales Support and Client Services of any specific requirements resulting from those reviews.
Conduct enhanced due diligence reviews in line with the EDDIE process and make recommendations for business approval/rejection to senior management.
Provide technical advice and guidance to the business on technical and high value cases and transactions across all product companies to ensure they are vetted in line with all regulatory and business requirements.
Assist the HNW Specialist in continual development and improvement of the framework for high value and technical cases, taking into account case experience and customer and adviser feedback.
Development of knowledge in relation to specific commercial expectations in the various regions to support HNW and technical business.
Skills & Experience:
3-5 Years experience in New Business within financial services.
Ability to work to tight deadlines.
Hours & Benefits:
35 hours per week, salary dependant on experience.
Get new jobs for this search by email