Our client - a Lloyds market Underwriters are recruiting for an assistant to join their Corporate Capital team
They require someone with some previous experience in dealing with companies and HNW clients - specifically you will be dealing with the onboarding/due diligence process.
You will also be responsible for registering changes in the structure of their clients ( which can be complex and could include companies within companies and trusts) and report any relevant changes to Lloyds of London
Exposure to this from a fund management/investment/trust or banking background where a thorough and methodical attention to detail in onboarding clients is of the highest importance.
Experience in dealing with an indepth onboarding process including ID & V is essential
You will regularly have meetings with companies and HNW Individuals with a senior colleague - so a very professional approach and the ability to hold your own in a confident manner in this scenario is also really important
Other duties will include creating reports on Excel (including V Lookups and Pivot tables) , Compliance and due diligence investigations
This is a genuine opportunity for someone with experience in a similar role looking for their next step on their career ladder
Our client offers a great range of benefits including supporting job related studies
They are offering £30,000 - 35000 - based on experience