Existing Business Officer (12 month contract)

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We have an excellent opportunity for an Existing Business Officer to join our Isle of Man office. The ideal candidate will be a member of a busy team primarily involved in the account opening process, account maintenance, data integrity and anti-money laundering regulations. Particular emphasis is placed on high quality and productive client service to internal and external clients, being focused on corporate, team and personal objectives


Who are we?

Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, together with trustee and corporate services to both business and private clients worldwide.


At Nedbank Private Wealth, we value the 6Cs, which are the behaviours we encourage in all of our employees: Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.


Please note this role is in Isle of Man and is therefore subject to local immigration and work permit laws.


Role specific details

  • Assess account changes for existing clients this will vary from a change of address to a change of directors.
  • Occasional review of new business applications for both corporate and personal clients as and when cover required
  • Provide excellent client service to internal clients by ensuring all work requests are executed efficiently, accurately and in a professional manner
  • Use of 3rd party systems to check KYC, CDD and sanctions.
  • Apply sound business judgments to identify and escalate any unusual or suspicious activities to senior management or MLRO
  • Interact with internal stakeholders to ensure the correct information and documentation is provided in order to execute client instructions.
  • Contribute a high quality of service to clients. Dedicated to meeting (or exceeding) the expectations of internal and external clients.
  • Communicate and take ownership to expedite solutions quickly and effectively.
  • Make capable and effective decisions and escalate problems within agreed timescales.
  • Undertake a range of administrative tasks needed in a back office team.
  • Take responsibility for own continuous personal development, in line with agreed annual performance and objectives.


Technical Skills and Experience

  •  Have at least 3 years working knowledge in a similar role
  • A sound understanding of Personal and Corporate AML, CDD and EDD requirements needed for account onboarding and ongoing client changes.
  • The provision of a quality service to internal and external clients.
  • Effective time management skills, capable of meeting challenging deadlines, striving to improve turnaround times.
  • Ability to provide excellent client service to internal and external clients, executing all requests efficiently, accurately and in a professional manner to enhance client experience.
  • Excellent interpersonal, organisation and communication skills used to build strong team values and high moral
  • Ability to deal with all administrative duties within agreed timescales, paying particular attention to fine detail and identifying efficiency gains to improve service standards.
  • Up to date knowledge of commercial changes in the Financial Sector and ability to communicate information ensuring successful staff & client relations
  • Proactively cross skill to ensure support and commitment is given to the wider teams to meet and exceed client expectations.
  • Ability to work under pressure and meet deadlines with a high degree of accuracy


We aim to view and assess all applications as soon as we can but please note that we may not be able to get back to you until after the closing date. We do encourage you to apply well in advance of the deadline to ensure your application is received and we’re able to meet with you as soon as possible if you are successful.


Closing date: 31 August 2021


Direct applications only please


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Need more information?

We are happy to answer any questions you may have about working at Nedbank Private Wealth or our application process. You can email us using the below address.


Please note that we do not accept speculative applications, which aren’t related to one of our open positions. Please check our job board regularly for the latest vacancies

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