Client Lifecycle Management Analyst

Posted 02 May 2023
Salary £45000 - £50000 per annum + pension, discretionary bonus, medical,
Job type Permanent
Discipline Banking Operations
ReferenceEMJ - BJS_1683036745
Contact NameEbony James

Job description

I'm currently partnered with an international private bank, based in Mayfair, who are looking to hire a Client Onboarding & Lifecycle Analyst on a permanent basis.

Presenting a proactive Client Onboarding / KYC Analyst, with a fantastic opportunity to develop their skills and support the Head of Client LM.

Offering a competitive salary up to £50,000 alongside great benefits including discretionary bonus and private medical cover. One thing to note is that this role does require you to be in the office 5 days a week, but there is flexible hours!

Main responsibilities include:

  • Creating and maintaining e-banking access for clients.
  • Updating the banking systems for new client account openings and throughout the client lifecycle e.g., changes in authorised signatories, periodic review changes, updates to client risk assessment factors, closures etc.
  • Liaising with internal stakeholders and departments, to maintain internal

Ideally you will be or have…

  • At least 1 year of previous work experience in a Private Bank, Investment Bank or Financial Services environment where you have worked with complex clients.
  • Knowledge and experience of onboarding, client documentation reviews and the end-to-end lifecycle process.
  • Strong communication / relationship building skills and a collaborative nature.

If this sounds like an interesting opportunity and you want to know more, or if there is someone in your network that you would like to recommend, please reach out today!