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About the job
Quality Assurance Wealth Banking Private Banking Credit Planning Risk Oversight Sales CISI CRM Coaching Training Process Attention to details
Quality Assurance / Oversight Business Lead (Wealth Management) required by large Investment Bank, based in London to join the Sales & Risk Management team to establish a Quality Assurance Team to identify, measure and report on key conduct and culture risk indicators and ensures client communications meet the banks quality standards.
The candidate will require current and extensive knowledge of Investments and working knowledge of Credit, Wealth Management, Banking, and Trusts together with the ability to work with accuracy and precision. The candidate will need to be proactive in their approach and a constructive in regards to how the role develops.
Required Skills / Knowledge
Wealth Management / Front Office background
registered with CISI
Improve and assess/deal with the quality of the Suitability Service Letters going out the door
Able to provide solutions discretionary or advisory
Experience and success in creating influence and managing change
Exbanker/Sales Trader background
Attention to detail (will be tested in the interview process)
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