Senior New Business Executive
Senior Executive required within a private wealth company to manage resource and workflow within the New Business team and act as a point of reference for any queries and training.
Ensure the team provides excellent service to clients and Intermediaries by ensuring all requests are executed efficiently, accurately and in a professional manner.
Manage the workflows and resources of the New Business department with emphasis on efficiency and accuracy of operation and constantly strive to improve Service levels, arranging regular meetings to address workflow and resource issues.
Investigate issues raised in Compliance reviews and report findings to Compliance Officer.
Sign off KYC for all account opening applications.
Sign off initial deposits for new high value accounts.
Sign off payments across blocked accounts.
Periodic review of outstanding files / no funds, KYC.
Skills & Experience:
3-5 years experience within a new business area of financial services, preferably banking.
Previous team leader experience / manging workflows.
Excellent knowledge of KYC /CDD.
Hours & Benefits:
Business hours, competitive salary.
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