Relationship Consultant, Permanent Job, Isle of Man Job | Banking, Funds & Wealth Management

Job Description

Are you a dedicated individual with experience of building and maintaining strong relationships with key stakeholders? Do you have corporate banking experience? If the answer is yes, this could be the role for you! We’re looking for a Relationship Consultant to join our client on a permanent basis.

The Role…

You will work closely with the business development team to support new client relationships and deliver an excellent service, duties will include:

Acting as a single point of contact for new clients, you will transition a qualified lead from beginning to end

Take full accountability for ensuring onboarding is timely, efficient and positive for all clients

Take personal responsibility to position clearly the KYC/CDD/AML requirements with clients at the outset of the journey

Comply with internal policies and deliver against regulatory and legal obligations

About You…

You’ll need to be target driven, determined and have excellent team working skills, alongside:

Excellent time management, self-planning and organisational skills, as well as strong rapport building and inter personal skills

Experience of CDD/AML requirements for non-retail client onboarding

Experience in identifying and resolving problems through root cause analysis

Previous experience within a similar positon with some corporate banking experience

The Reward…

You’ll receive:

Competitive salary with a benefits package including pension, life insurance and volunteering opportunities

Consultant

Saoirse Coyle-Carroll

Recruitment Consultant

Contact Recruiter

More Jobs From Consultant

More jobs like this

Senior Onboarding Officer, Permanent, Isle of Man

PP9526

Banking, Funds & Wealth Management

Full Time, Permanent

Entry Mid Level

Senior Onboarding Officer required to join a private wealth group to review all new personal account applications from the various distribution channels within Wealth International.

The Role....
Supporting & checking of new starters applications and sign off of Standard Medium Risk rated accounts ensuring that these are in line with regulatory, internal and group requirements, contributing to a positive overall client experience
Review files and information on potential new clients of all risk ratings, identifying deficiencies and following up on all queries to resolution and ensure that new business reviews are conducted in line with the Client Take on and Maintenance Manual updated from time to time by Compliance
Validate source of funds/wealth in line with Compliance guidelines and ensure that relevant business/compliance approval is obtained prior to account opening
Undertake relevant searches mainly via the internet to highlight adverse media, PEP connections, sanctions considerations and corroborate activities / SOW
Prepare account opening packs for Compliance/Director approval/sign off and perform sense check on Tax classification
Conduct training/checking of all new starters personal account applications from the various distribution channels within Wealth International, including assessing and allocating new business and team tasks daily to trainees and acting as point of contact for the team/trainee for Technical On-Boarding guidance

About you...
Previous Banking experience, specifically within Onboarding and /or Risk
Experience in dealing with corporate onboarding is preferred, although not essential
Analytical, process driven and confident in decision making

The Reward...
Competitive salary and excellent benefits scheme

Corporate Service Team Analyst, Permanent Job, Isle of Man

PP10793

Banking, Funds & Wealth Management

Full Time, Permanent

Entry Mid Level

Corporate Service Team Analyst required to join the Corporate Services team of an international bank to respond and investigate queries and provide support on business processes, policies and procedures.

The Role...

Providing crucial support to customers and colleagues in the contact centre
Identifying barriers to performance and coordinating improvements to enhance our efficiency
Working closely with operational centres, providing coaching and support to increase efficiency and knowledge
Keeping accurate records of day to day operations, logging incidents and identifying trends
Reviewing manual or ineffective processes which could be automated or enhanced
Maintaining a focus on improving our customer service and experiences

About you...

To be successful in this role, you’ll need to have excellent planning and organisational skills, along with good attention to detail. You’ll perform well under pressure, and be confident in your ability to manage multiple tasks while maintaining high levels of accuracy throughout.

Previous experience of analysing and using performance data
The ability to convey information in a simple and understandable way
An understanding of contact centre operations and performance metrics
Microsoft Office skills, including PowerPoint, Excel and Word

The Rewards...

Competitive salary and benefits package
Hours: 35 hour a week

See all jobs