Join our EMEA team as an Analyst! Impact Private Banking, support clients, drive best practices, and ensure compliance.

Are you ready to make a significant impact in the world of Private Banking? Join our dynamic EMEA Private Bank Client Operations team as an Advisory & Governance Team Analyst, where you'll play a crucial role in supporting our clients and driving best practices, all while ensuring compliance with regulatory requirements.

As an EMEA Client Operations - Advisory and Governance Analyst within the Advisory and Governance Team, you will provide expert advice on complex client cases and policies/procedures related to KYC/AML. You will be responsible for developing and implementing a training program for Client Onboarding and partner teams, focusing on KYC/AML and related topics. Additionally, you will manage our client forms (DOX) and application packs across our 9 EMEA locations.

Advisory and Governance is a team of seven aligned to the Client Onboarding Team in EMEA and is primarily based in Edinburgh but with team members also in Bengaluru and Geneva.

The role will primarily focus on supporting our DOX function. The reason for the creation of this role is twofold. Firstly, to support the expanded coverage of the team for new branch locations for which we are developing forms and ancillary documents. Secondly to support strategic initiatives on digitalization and dynamic form content. 

Job Responsibilities

Work within our team which creates, updates and coordinates changes to our form templates. These range from complex documents such as our Application Forms and Client Terms as well as forms which help clients update their details or who they what as signatories to their account, as well as forms that form part of the client experience such as the welcome letter.Work with our tech and product teams to develop solutions to improve the client experience by introducing ways clients can sign digitally, or access their forms online, as well as by creating forms with dynamic content.Lead the effective completion of assigned tasks, working seamlessly with partner teams across the DOX processes.Maintain accurate static data on our form templates in systems.Handle sensitive data and information with the utmost care and confidentiality.Escalate issues promptly in line with escalation protocols, contributing ideas to drive continuous improvement and enhance service delivery.Embrace opportunities to re-think and innovate our forms and processes for greater efficiency and effectiveness.Work independently, completing tasks within established timeframes in a fast-paced environment.

Required qualifications, capabilities and skills

Great communication and organisational skillsAblility to communicate clearly with our many stakeholders across the branches, Legal, marketing and project teams.Meticulous attention to detail, with the ability to multi-task, prioritise, and meet tight deadlines.Strong interpersonal skills, with the ability to work both independently and collaboratively in teams.Strong proficiency with MS Office, specifically MS Excel and MS Word.Self-motivated and highly disciplined, with a "can-do" attitude and a strong sense of ownership.Analytical Mindset: Be able to research and analyse issues. Given the role involves dealing with complex KYC, Legal and tax documentation, you should have research skills to a degree level to be able to identify potential issues and propose solutions.

Preferred qualifications, capabilities and skills

Business-level fluency in French, Italian, German, or Spanish is a plus.

Why Join Us?

Impactful Work: Be part of a team that plays a vital role in the success of our Private Banking operations.Growth Opportunities: Develop your skills and expertise in a supportive and dynamic environment.Collaborative Culture: Work alongside talented professionals who are passionate about delivering exceptional service to our clients.Innovation and Efficiency: Engage in opportunities to innovate and streamline processes, contributing to the overall efficiency of our operations.Curiosity-Driven Environment: Join a team that values an inquisitive and curious mindset, encouraging continuous learning and improvement.