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.

Responsibilities

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

Qualifications

Experience in a similar position within a Private Banking environment preferred.

Compliance professional qualifications highly advantageous
Gibraltar

Salary Criteria