Job Description
Job Description What is the opportunity?You will be a member of the Client Lifecycle Management Team and support the team with providing guidance and support in respect of all new and existing client lifecycle management requests. The team provide advice in respect of client lifecycle management processes and in respect of the WME Client Due Diligence Policy requirements to ensure a seamless client lifecycle management experience for clients. Full training and support will be provided.Client Services Support plays a crucial role in meeting Wealth Management Europe (WME) core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. Client Services Support drives the efficiency and consistency of standards and controls for Client Lifecycle Management including Client Qualification, Client Onboarding, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions.What will you do?Act as the primary point of contact for all client due diligence queries, providing advice and guidance in relation to client lifecycle documentation and client due diligence.Review client lifecycle cases for all legal entity types adhering to the relevant regulatory, compliance and business requirements.Provide coaching and support to Senior Officers in the review of client lifecycle cases for complex structuresAct as Subject Matter Expert providing advice, training and ongoing coaching to the Sale & Relationship Management (S&RM) teams in respect of client lifecycle management and the relevant RBC related policies and procedures including AML, KYC and Client Due Diligence, Source of Wealth and Country ConnectivityLiaise effectively with key stakeholders including Sales & Relationship Management, Private Client Fiduciary Services, AML Compliance, Product teams, Tax Risk Management and Data management to remove obstacles impacting client lifecycle management while balancing the need for quality and adherence to regulatory compliance and escalating to Senior ManagementSupport continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment.Provide guidance in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked, and monitored.Provide input and support to all relevant project and initiatives.Production of general administrative support to CSS Management including production of MI, creation of presentation decks etcWhat do you need to succeed?Must-haveAbility to manage stakeholder expectations and handle conflict, displaying good communication, influencing and negotiating skillsGood sense of accountability and ownership over qualityAbility to prioritise and make decisions in a fast paced environmentClient focused and team playerGood analytical skills and attention to detailMust have a flexible approach and be a team playerGood command of EnglishNice-to-haveCollaborative and consultative approachAbility to make decisions and use initiative.Experience within the banking/financial services industryStrong understanding and experience of client due diligence, KYC, AML Compliance and regulatory requirementsStrong understanding of control requirementsUnderstand and embrace RBCs collective ambition, vision and strategic direction and demonstrate behaviors that support RBCs values and culture of ‘Doing What’s Right’.What is in it for you?We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensationLeaders who support your development through coaching and managing opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible working options fully supported.Job SkillsAdaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice ManagementAdditional Job DetailsAddress:GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIERCity:Saint HelierCountry:JerseyWork hours/week:36.25Employment Type:Full timePlatform:Wealth ManagementJob Type:Contract (Fixed Term)Pay Type:SalariedPosted Date:2024-05-30Application Deadline:2024-06-15Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.