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At Allegis Global Solutions we're proud to be the leader in global talent solutions. We draw upon decades of industry expertise to develop innovative tools, products, processes and strategies focused on outcome. Moreover, we're incredibly proud to have built a culture that empowers our people to make their mark while making deep connections that will last a lifetime. With our passion and culture for talent, we are truly transforming the way the World acquires talent.
Our Client is one of the leading global wealth managers with strong investment banking and asset management capabilities. Founded in 1856, they have expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, they are set for growth.
The candidate would be part of the CLMC team in supporting post account opening processes. Support is expected for accelerated repapering exercise on IPQ (Investment Profile Questionnaire) to meet regulatory requirements.
Candidate would be supporting the repapering exercise on IPQ and other adhoc requests as determined by the team leader.
Candidate would also be expected to provide weekly MI on status of repapering exercise.
Exposure to wide range of processes on post account opening processes in relation to PB client accounts
Exposure to project management for activities involving CLMC.
Essentials Skills and Qualifications:
Banking experience preferred
Familiar with Temenos (T24) and processing of client documents
Proficiency in Microsoft Excel to generate reports (pivot tables etc)
Keen sense of time in keeping to project deadlines