Description
Global Client Desk Analyst (Senior Associate)
12 Months
£25 per hour
London
The role works closely with both Offshore and EMEA Private Bankers and their team to provide a high level of sales and product experience and support the banker in all local requirements. Knowledge of bank products is required.
The role will further interact with the risk and control functions (Business Risk, AML, and Compliance) to facilitate problem solving and provide timely response to queries.
It is also required that the right candidate have a solid knowledge in Excel to assist with the Global Client Program financial control.
Key Responsibilities:
- Perform a business review on all referred relationships under GCD and GCP
- Coordinate the account opening process for referred accounts and assist local and offshore Bankers and Abs with all local requirements for a new GCD/GCP account
- Help Offshore Bankers and ABs understand and comply with local requirements
- Be the local contact point for the compliance, controls and risk organizations
Knowledge/Experience:
- Knowledge of all CPB banking systems, platforms and capabilities is a plus.
- Good understanding of products in all asset classes.
- Good knowledge of Excel Spreadsheets
Competencies:
- Understanding of local regulatory requirements
- Strong understanding of products
- Strong client (internal and external) orientation.