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- 29 May 2008
- Reference: JR200122
-
Senior Review Officer - Docklands
- Docklands £0 - £34,000 p/a Permanent
An international affluent senior review officer is required for the UK's leading wealth manager, serving affluent, high net worth and intermediary clients worldwide, providing international and private banking, fiduciary services, investment management and brokerage.
The purpose of the role is to be accountable for high-net worth client complaint cases and ensure progression to resolution. You will be responsible for making decisions where ex-gratia payments/policy related payments are appropriate within agreed discretionary limits. You will also be responsible for calculating levels of redress or compensation and evaluating levels of goodwill payments.
Private banking experience is required for this role, and you will demonstrate a thorough knowledge of generic complaint handling excluding mortgage endowment and banking charges complaints. You will also have a good understanding of group and FSA governance requirements including know your customer, suitable advice, money laundering, and data protection.
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