15 Sep 2021

Manager/Head of Client Services

Ref 34090

Our client is looking for a Manager of Client Services to lead the Client Services Team consisting of Private and Corporate  Client Services and ensure that service delivery to clients is an exceptional client experience. The successful candidate will ensure that all procedures are reviewed annually and that recommendations are made to improve the process and documentation/checklists of any aspect relating to the Client Services Team.

The ideal candidate will have knowledge of banking processes and a good understanding of the financial markets and FATCA and CRS reporting requirements. They will also be familiar with the general tools and techniques of account opening, CDD processes.

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