Senior -boarding & Periodic Review Manager

Job Overview

Experienced candidate required for a challenging new opportunity in a leading offshore investment management firm, where you will combine client-facing onboarding management with ongoing internal review processes. Managing a team of onboarding and review specialists, you will be responsible for ensuring that new clients are integrated smoothly into the business, whilst existing clients are effectively monitored and managed. The successful applicant will be a subject matter expert for onboarding and review, and will be responsible for not only maintaining policies and procedures, but also assisting with the development and customisation of onboarding processes and review plans, with involvement in various project initiatives.

Candidates are required to have significant relevant experience in a similar role, with a proven track record of managing and leading the client onboarding process, and in conducting periodic client reviews and managing the annual workload. You ll need to be a team leader, who thrives in a busy environment and is committed to client service excellence, with strong attention to detail and the ability to assess complex information and ensure compliance with policies and regulations.