Relationship Consultant

  • Post Date: February 21, 2023
  • Isle of Man
Job Description

Our client is currently seeking Relationship Consultants to personally support clients through the onboarding journey, initial training and adoption of their online banking platform. The digital banking platform is intended to deliver self-serve capabilities to CSP’s, family offices, fiduciaries and other corporate clients and provides a unique banking service with a significantly enhanced onboarding experience at its core.

Role Responsibilities:
– You will work closely with our Business Development Managers (‘BDMs’) to support new client relationships and deliver an excellent service proposition.
– As a single point of contact for new clients, you will transition a qualified opportunity from BDMs through the data and client due diligence collection process, reviewing application through to account opening and online banking mandate set up.
– As a result of the above you will have full accountability for ensuring on-boarding is a timely, efficient and a positive experience for all clients.
– You will take personal responsibility to position clearly KYC/CDD/AML/CFT requirements with clients at the outset of the journey and will work with them for the delivery of all required documents in order to complete thorough client risk assessments. This in turn drives the ability to open standard risk clients within 3 days and non-standard risk clients within 7 days.
– You will act as a ‘Live Agent’ to ensure onboarding queries and support issues are resolved or referred appropriately and in a timely manner, managing customer expectations throughout, and building excellent relationships.
– When required, you will refer complex / higher risk cases to the High Risk Technical Manager for technical support, whilst managing client expectations
– At all times you will comply with all internal policies and deliver against regulatory and legal obligations.
– You will work closely with your line manager to develop your role, provide feedback and insights and help with testing new processes and procedures.

Skills & Experience Required:
– Experience of building and maintaining strong relationships with key stakeholders, both internal and external.
– Excellent time-management, self-planning and organisational skills, as well as strong interpersonal skills.
– Corporate banking onboarding experience of complex structures and assessing all associated risks.
– Knowledge of CDD/AML requirements for non-retail client on-boarding.
– Experience in identifying and resolving problems through root cause analysis.
– Excellent verbal and written communication and influencing skills.
– Familiarity with banking regulatory framework.
– Target driven, determined and excellent team-working skills.