What is the opportunity?
You will be a key member of our Client Lifecycle Management Team, supporting the delivery of an exceptional client experience across our Wealth Management and Estate (WME) business. In this role, you’ll work as a Subject Matter Expert, providing expert guidance on client due diligence, KYC and AML compliance to our Sales & Relationship Management teams. You’ll play a vital part in ensuring seamless client onboarding, periodic reviews, and lifecycle management across multiple jurisdictions, whilst supporting and developing junior colleagues through your knowledge and expertise.
This is a permanent, full-time role, requiring 4 days in our Jersey office.
What will you do?
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Act as the primary point of contact for client due diligence queries, providing expert advice and guidance on client lifecycle documentation and due diligence requirements
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Review and assess client lifecycle cases to ensure adherence to regulatory, compliance and business requirements
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Partner with Senior Associates on complex client structures, providing specialist guidance and support
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Deliver training, coaching and ongoing support to Sales & Relationship Management teams on client lifecycle management, AML, KYC, source of wealth and country connectivity policies
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Liaise effectively with key stakeholders including AML Compliance, Product teams, Tax Risk Management and data management to resolve obstacles and maintain quality and regulatory compliance
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Ensure all work is produced to a high standard of accuracy, in a timely manner and to relevant SLAs
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Support your line manager in maintaining current departmental guides and procedures, and actively contribute to MI reporting and performance tracking
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Escalate risks, errors and workload challenges to management in a timely manner
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Identify and implement continuous improvements and process efficiencies in collaboration with Operations Initiatives
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Act as Subject Matter Expert on project work and take responsibility for complex queries
What do you need to succeed?
Must-have
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Proven experience in the banking or financial services industry
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Demonstrable knowledge of client due diligence, KYC and AML compliance
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Strong IT proficiency and effective analytical and problem-solving skills
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Excellent attention to detail with strong time management abilities
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Professional communication skills, both written and oral, with the ability to work independently and collaboratively
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Positive, can-do attitude with adaptability to change and the ability to motivate yourself and use initiative
Nice-to-have
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Experience training and supporting colleagues
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Track record of identifying and implementing process improvements
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Knowledge of the financial services sector and regulatory frameworks
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
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Leaders who support your development through coaching and managing opportunities
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Opportunities to work with the best in the field
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Ability to make a difference and lasting impact
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Work in a dynamic, collaborative, progressive, and high-performing team
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A world-class training program in financial services
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay
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Job Skills
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management
Additional Job Details
GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER
Saint Helier
Jersey
36.25
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-06-18
2026-07-02
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
