Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Key contributor to the cash management team and to provide cash management support to the Client Services Managers. Cash Management includes maintenance of all online banking platforms, processing of payments. Spearhead and providing expertise advise for all bank account opening matters/discussions and updating of signatories from time to time, troubleshooting and ensuring all payments processed is complaint with the relevant AML/KYC laws and regulations. Implementation of new payment system, as and when required.
The role holder is responsible for leading and managing assigned Wealth Management activities, operations, products, services, or transformation initiatives. The role ensures consistent delivery of high-quality, client-focused services while maintaining strong operational controls, regulatory compliance, financial discipline, and alignment with the organisation’s strategic objectives.
Key contributor to the cash management team and to provide cash management support to the Client Services Managers. Cash Management includes maintenance of all online banking platforms, processing of payments. Spearhead and providing expertise advise for all bank account opening matters/discussions and updating of signatories from time to time, troubleshooting and ensuring all payments processed is complaint with the relevant AML/KYC laws and regulations. Implementation of new payment system, as and when required.
Key responsibility of reviewing Account Opening documentation ensuring completeness. This may include reviewing any supporting KYC / Constitutional documents that may needed for more complex Account Openings.
4+ years owning customer success or support operations for a B2B SaaS or services organization, including ownership of health-score models and renewal forecasting
Coordinate and support end-to-end client onboarding activities, including account opening, documentation fulfilment, and the implementation of banking solutions.