JOB SUMMARY:
The acquisition associate will be responsible for pitching to SMEs and dealers under Retail finance/supplier finance programs supported by the client.
Responsibilities
Business
On-board new spokes under the Distributor Finance and Supplier Finance program, including Coordinating with the operations team for SME limit setups.
Provide on-the-ground support and escalation during post and onboarding
Build relationships with decision-makers of the client base and manage the onboarding relationship
Work closely with the Front Office and potentially direct with clients as required, to obtain all necessary supporting evidence to fulfill KYC due
Leverage in-house technology to record client
Work with the onboarding operations team to ensure all pre and post-account setups are completed accurately and in a timely
General
Engage clients throughout the process, ensuring seamless delivery and client
Own and drive execution of processes, working closely with stakeholders and the value chain to deliver excellent client service, getting clients to the point of ready-to-transact as quickly as possible, across both simple and complex cases.
Adheres to first time right
Provide insight and suggestions for improving processes, identifying opportunities to streamline, and Looking at ways to promote standard work and best practices.
Ensure all clients are completely set up to trade from a regulatory standpoint to meet all internal requirements, CRB
Undertake ad-hoc duties when delegated by the Line Manager
Risk Management
Awareness and understanding of the regulatory framework in which the company operates, and the regulatory requirements and expectations relevant to the role
Comply with applicable Money Laundering Prevention Procedures and report any suspicious activity to the operational risk team and Line Manager
Report any deviation (if any) to appropriate authorities and obtain proper
Proactively manage risks and establish/monitor controls to improve the overall state of risk management and operating
Governance
Ensure compliance with the internal policies and credit policies, external policies, regulatory and statutory
Undertake periodic self-assessment on key controls to assess the proper functioning and adequacy of existing
Highlight significant issues/errors to team
Regulatory and business conduct
Display exemplary conduct and live by the Company’s Valued Behaviors and Code of
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines, and the company’s Code of
Achieve the outcomes set out in the Company’s Conduct Principles: Financial Crime Prevention; The Right
Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct, and compliance
Qualification & Experience
Strong ability to positively influence stakeholders across the value chain to both orchestrate and execute on processes and deliver exceptional client service and experience.
Ability to positively engage and build rapport with clients.
Strong writing and presenting skills in English.
Problem solver looks for solutions and finds ways to progress despite blockages.
Has a clear understanding of the client needs to be serviced.
Ability to work independently without direct supervision and able to cope with pressures from tight deadlines.
A team player with good interpersonal skills
Diploma level.
Knowledge of Client Onboarding and Regulations is a plus
Apply via :
sult.com
