Conduct CDD documentation and review for Retail Consumers with high quality standards (e.g. consistency, process adherence, productivity). This is primarily focused on new client onboarding reviews.
Send outbound requests for information to customers (if required) to capture critical information for accurate risk assessment as part of the CDD/ECDD process and track these to conclusion
Ensure processes are performed in compliance with the Bank’s standards and regulatory requirements
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Support the development/changes in systems, transactions and processes. This includes preparing and updating process documentation.
Work collaboratively with internal customers and stakeholders.
Support team lead and team members in activities to enhance the effectiveness of the team. This includes helping new joiners to successfully settle into their new role in their stream.
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Build and grow lasting relationships with professionals, business owners, and affluent clients, allowing you to establish trust and lifelong partnerships.
Monitor trends and investment landscapes, allowing you to provide proactive, data-driven financial strategies that adapt to your clients' evolving needs.
Conduct regular portfolio reviews and strategic check-ins, ensuring your clients' financial plans remain perfectly aligned with their life milestones and shifting long-term goals.
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Supporting distributor, system integrator and consultant engagement through joint customer visits, opportunity qualification and driving market penetration
Preparing and delivering solution presentations to customers, consultants and partners
Bring 3–5 years of sales or business development experience within water, metering, utilities, HVAC and cooling, infrastructure or software solutions. Experience with water or cooling metering is considered an asset.
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