KYC- End to End Onboarding

MUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG is a global network with around 2,300 offices in over 50 countries including the Americas, Europe, the Middle East and Africa, Asia and Oceania, and East Asia. The group has over 150,000 employees, offering services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.

As one of the top financial groups globally with a vision to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business creates opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture which is fair, transparent, and honest, underpin everything that we do.We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

Client Support Team is part of Client Lifecycle Management Division which is situated within the Corporate and Investment Banking Division of MUFG Bank. However, this function acts as a centralized 1st line support team, providing support to both to both MUFG Bank London and MUFG Securities.

MAIN PURPOSE OF THE ROLE:

This role is to support Client Support team in the planning and execution of the related activities across the required business lines.

As a significant support function, interacting with the customer and internal stakeholders, customer experience is paramount for the team. This individual will be a point of contact for a number of desks in relation to client management related activities including the management of end to end onboardng for new clients and new product set ups. Delivery of these activities and proficient management Information is essential to succeeding in this area.

KEY RESPONSIBILITIES:

• Point of contact for end to end onboarding co ordination: drive liaison with KYC, Legal, Credit Regulatory and operational teams
• Proactively find solutions to reduce time to market for onboarding
• Identifying opportunities for improving our end-to-end customer experience
• Develop a good understanding of key systems and end to end process across Bank and Securities
• Co-ordination with internal teams with regards lifecycle management related activities e.g. account opening & closing, RMA Set up, mandate changes, other operational set up,
• Direct interaction with client regarding end to end onboarding
• Maintain and Publish meaningful MI relating to Client Support Activities
• Prepare GCARS (internal Credit System) applicationson a timely basis, ensuring accuracy of financial statement input for Borrower Ratings and correct facility details for Credit Applicationsfor new transactions.
• Tracking the teams applications through the credit lifecycle to ensure completion according to schedule and liaising with other stakeholders (Relationship Managers, Credit Officers etc) for additional information (financial statements, facility details, internal documentation sign offs) where necessary
• Prepare Funds liquidity, fee notifications and fee accruals for new transactions

WORK EXPERIENCE:

Functional / Technical Competencies:

• Proficient in Excel and Word
• Relevant industry experience and/or experience of working in a support team

SKILLS AND EXPERIENCE:

Functional / Technical Competencies:

Essential:

• Good multitasking skills and task management strategies
• Ability to complete milestones and work toward multiple deadlines simultaneously
• Excellent Microsoft Office skills Excel (data manipulation, lookups, pivot tables) and Powerpoint (Clear, concise, well formatted reporting).
• Excellent Attention to detail.
• Self-motivated to find solutions

PERSONAL REQUIREMENTS:

• Good communication skills
• Results driven, with a strong sense of accountability
• A proactive, motivated approach
• Excellent attention to detail and accuracy
• The ability to operate with urgency and prioritise work accordingly
• A structured and logical approach to work
• Good problem solving skills
• A creative and innovative approach to work
• Good interpersonal skills
• The ability to manage large workloads and tight deadlines
• A calm approach, with the ability to perform well in a pressurized environment
• Strong Excel & Word skills

PERFORMANCE AND DUTIES:

The role holder will be assessed in accordance with their employing entitys performance framework and process with relevant input obtained from the dual hatting entity as relevant.

As duties and responsibilities change, the job description will be reviewed and amended in consultation with the role holder. The role holder will carry out other duties as are within the scope, spirit and purpose of the role as requested by their line manager or Department Head

MANAGING CONFLICTS OF INTEREST:

• The role holder will have responsibilities for both MUFG Bank and MUFG Securities EMEA plc.
• The role holder will be required to perform their duties and responsibilities on an entity neutral basis, without favour.
• The role holder is required to follow regulatory requirements applicable to ensure each business is appropriately supported and to maintain the legal entity integrity of each of MUFG Bank and MUS.
• Working terms are dictated by functional mandates, the terms of the Dual-Hat Arrangement Agreement in place between MUFG Bank and MUFG Securities EMEA plc and any other relevant agreements entered into between MUFG Bank and MUFG Securities EMEA plc.

The role holder will have responsibility for identifying and resolving where there may be a difference or conflict in needs between MUFG Bank and MUFG Securities EMEA plc, escalating to their manager where required.