J. Safra Sarasin
J. Safra Sarasin Gibraltar Gibraltar
1 month ago
An exciting opportunity to join a leading Swiss Private Bank as Head of Client Onboarding and Lifecycle in Gibraltar. This is a permanent, full-time role, based onsite in Gibraltar.
Review and approval of new Client Onboarding applications, ensuring that all applications meet the requirements of the Bank's Due Diligence Manual.
Support client periodic reviews
Support External Asset Managers' reviews
Provide advice and guidance to our Private Bankers on account opening and related matters
Manage client static data and updates of any changes in circumstances.
Manage all client related forms
Be involved and lead in projects focussing on process excellence and sustainable solutions
Experience in a similar position within a Private Banking environment preferred.
Compliance professional qualifications highly advantageous
Head of Client Onboarding and Lifecycle Gibraltar jobs
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