Level 4 Sales Apprentice

Principal Tasks and Accountabilities

• Liaise with key stakeholders for information requests and risk assessment.
• Deliver business initiatives and stay updated on KYC & AML Screening.
• Supervise sales activities and address Risk and Compliance issues.
• Develop client engagement methods and support product sales strategies.
• Identify market opportunities, evaluate products, and mitigate risks.
• Maintain a customer-centric strategy and ensure a positive client experience.
• Manage key business initiatives across functions.

Principal Tasks:

• Support new business opportunities with prospect research and KYC.
• Assess financial crime risk and support EDD for higher risk relationships.
• Report red flags and investigate Sanctions alerts.
• Collaborate with compliance counterparts and complete ad-hoc tasks.
• Curate the introducer pipeline and support key stakeholders.
• Ensure due diligence and act as a central point of contact for client support.
• Develop client documentation and gather business requirements.
• Ensure compliance with AML/KYC requirements and preserve client confidentiality.

Secondary Tasks:

• Ensure compliance with company policies and monitor KPIs and SLAs.
• Stay updated on issues impacting Greengage and assist the Sales Team.
• Perform administrative duties and maintain high-quality customer information.
• Identify required resources and monitor KPIs to assess performance.

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Administrative skills
• Analytical skills
• Team working
• Initiative
• Academic writing skills
• Confident
• Team Player
• Self-starter
• Knowledge of Crypto Assets
• Compliance skills

• English GCSE, grade 4 (Essential)
• Maths GCSE, grade 4 (Essential)
• Governance/Compliance/Financial Crime prevention Other, grade Pass (Desired)
• Know your customer/ Certified Transaction/Fintech Other, grade Pass (Desired)