Relationship Director - Client Management Team
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About The Position
As a Head of Client Management team in the Crown Dependencies, you will be responsible for business acceptance of inwardly booked clients requiring banking in Isle of Man, ensuring compliance with Private Bank & Wealth Management (PBWM) Client Due Diligence (CDD) Procedures and Group Anti-Money Laundering (AML) Customer Lifecycle standards. Your team will help navigate and be the primary point of contact for all new account enquiries, and act as a liaison between the Crown Dependencies and other PBWM locations. In addition to acceptance of new business, you will be responsible for monitoring the stock position of clients to ensure Group and local regulatory customer lifecycle standards are fulfilled e.g. trigger events/annual reviews and escalating non-adherence to bankers and local Crown Dependencies (CD) committees, as appropriate. You will be responsible for strong governance & control in relation to cross booking across Crown Dependencies business. You will act as an authority on all inwardly booked business matters.
