This role is a great opportunity to grow your career as Team Lead in one of the greatest place to work
As a Wealth Management Team Lead in the Wealth Management Team you will manage expectations on turnaround timeframes and provide appropriate updates on the progress of the lifecycle. You will work in an analytical and dynamic environment and have the ability to evaluate complex documents in order to ensure regulatory requirements are met.
Job responsibilities
- Coordinates completion of the requests for existing Client for the Wealth Management division, manages active requests, provides status updates of key reviews.
- Builds and develops strong partnerships, identifies challenges and eliminates roadblocks with all internal partners
- Ensures all information to and from our Clients is accurate, complete and compliant with AML, Local and Corporate Due Diligence requirements
- Coordinates case prioritization, capacity planning, and assignment with our Global Stakeholders
- Stays up to date of any changes to processes and procedures, regulatory change and ensures impacts are identified for in-progress requests
- Manages personal workload and priorities ensuring timely escalation of key risks/issues to management
- Identifies and executes process improvements, provides guidance and support on key process and technology initiatives to the business
Required qualifications, capabilities, and skills
- Strong written and oral communication skills
- Resilient interpersonal skills, ability to partner with internal stakeholders
- Client focused whist maintaining a strong controls mind-set
- Proactive and flexible approach to personal workload and wider team targets
- Effective at managing time appropriately and organising workload for maximum productivity
- Working knowledge of KYC/Compliance/AML standards
- Sound understanding of the Financial industry
- Proficiency in English (C1 and higher)