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Assist senior leadership in updating anti-money laundering policies and managing regulatory inspections or audits.
Enhance operational frameworks and data quality by partnering with internal technology and operations teams.
Possess a minimum of 4-5 years of dedicated experience within client onboarding, know-your-customer (KYC) protocols, or anti-money laundering (AML) workflows.
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SeedRock is independent. We hold no proprietary product, carry no distribution agenda, and answer only to the families and institutions that retain us. Our Relationship Managers are bankers in the fullest sense — trusted advisers entrusted with the totality of a client relationship — but they operate inside a firm built for permanence rather than a sales floor built for quarterly volume.
The Role
We are looking for an established private banking professional to join SeedRock as a senior Relationship Manager, bringing an existing, portable ultra-high-net-worth client base into a platform built specifically to serve that calibre of client without the conflicts of a balance-sheet bank.
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Stay updated on financial markets, regulatory changes and economic trends impacting offshore banking clients.
Ensure high levels of client satisfaction by delivering personalized service, conducting regular portfolio reviews and maintaining proactive communication in culturally relevant ways.
Provide timely insights and recommendations based on market trends and investment opportunities.
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Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.
You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent/premier segment, and show consistent sales performance.
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Provide strong advisory support to front office teams regarding documentation requirements, especially when there are changes in client circumstances or complex cases arise.
Manage end-to-end system updates related to onboarding and periodic reviews, including account blocking where necessary to ensure compliance.
Oversee the management of client notifications such as welcome letters and account PMIE notifications, ensuring timely communication with clients.
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Stay updated on financial markets, regulatory changes and economic trends impacting offshore banking clients.
Ensure high levels of client satisfaction by delivering personalized service, conducting regular portfolio reviews and maintaining proactive communication in culturally relevant ways.
Provide timely insights and recommendations based on market trends and investment opportunities.
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