Existing Business Officer - Isle of Man, United Kingdom - Nedbank Private Wealth

Nedbank Private Wealth

Verified Company

Isle of Man, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Existing Business Officer:

Who are we?

Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE.

The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, together with trustee and corporate services to both business and private clients worldwide.

At Nedbank Private Wealth, we value the 6Cs, which are the behaviours we encourage in all of our employees: Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.

Role specific details

Assess account changes for existing clients this will vary from a change of address to a change of directors.
Provide excellent client service to internal clients by ensuring all work requests are executed efficiently, accurately and in a professional manner
Use of 3rd party systems to check KYC, CDD and sanctions.
Interact with internal stakeholders to ensure the correct information and documentation is provided in order to execute client instructions.
Contribute a high quality of service to clients. Dedicated to meeting (or exceeding) the expectations of internal and external clients.
Communicate and take ownership to expedite solutions quickly and effectively.
Make capable and effective decisions and escalate problems within agreed timescales.
Undertake a range of administrative tasks needed in a back office team.
Take responsibility for own continuous personal development, in line with agreed annual performance and objectives.

Technical Skills and Experience

Have at least 3 years working knowledge in a similar role
A sound understanding of Personal and Corporate AML, CDD and EDD requirements needed for account onboarding and ongoing client changes.
The provision of a quality service to internal and external clients.
Effective time management skills, capable of meeting challenging deadlines, striving to improve turnaround times.
Ability to provide excellent client service to internal and external clients, executing all requests efficiently, accurately and in a professional manner to enhance client experience.
Excellent interpersonal, organisation and communication skills used to build strong team values and high moral
Ability to deal with all administrative duties within agreed timescales, paying particular attention to fine detail and identifying efficiency gains to improve service standards.
Up to date knowledge of commercial changes in the Financial Sector and ability to communicate information ensuring successful staff & client relations
Proactively cross skill to ensure support and commitment is given to the wider teams to meet and exceed client expectations.
Ability to work under pressure and meet deadlines with a high degree of accuracy

Closing Date
10/02/2023

Location
Isle of Man

Department
Operations - Bank

Job Title
Existing Business Officer

Salary
Job Level 26

Experience
3 years Corporate and Trust KYC Experience

City
Douglas

Country
Isle of Man