Private Client Onboarding & Structuring Specialist

The purpose of the role is primarily to ensure the efficient and effective on-boarding and formation of structures for new and existing clients that have been approved at Business Acceptance Meetings. The primary focus of the role relates to private clients.

• The post holder will have responsibility of liaising with the Sales and Service teams to ensure that all client matters, in relation to the review, preparation of documentation for approval of new business and the formation of structures for new business, are dealt with promptly and any issues are referred to line management immediately.

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