NEBA Private Clients are dedicated to delivering world-class wealth management and distribution solutions globally. We are passionate about empowering financial advisors to excel in their roles.NEBA Private Clients, a TEAM plc company, where enduring values meet innovative financial solutions. As part of an esteemed PLC listed on the London Stock Exchange with notable investors like Schroders, Marlborough, and Crux, we embrace growth and client trust. At the heart of finance, we’re redefining success. The creation of NEBA Private Clients marks a renewal era, infusing legacy with transformative thinking, perfect for heritage clients and newcomers alike.
The horizon gleams with promise: under Team plc, NEBA Private Clients is your gateway to opportunity, blending fresh alliances with seasoned expertise. Join us for a future where growth, innovation, and shared success are not just envisioned but actively pursued.
Do you have the expertise to optimize operations within a London Stock Exchange–listed company? This experience will be a valuable addition to your CV and boost your future career prospects.
As an IT, Compliance & Business Process Intern, you’ll support our technology and compliance teams in mapping, documenting and streamlining our end‑to‑end business workflows. You’ll gain hands‑on exposure to financial‑services IT systems, regulatory‑reporting requirements and process‑improvement methodologies—all under the mentorship our Head of Compliance.
Key Responsibilities:
Process Mapping & Documentation:
Chart current business flows (new business intake, KYC/AML, client reporting).
Produce clear process diagrams, SOPs and user guides.
Systems Support & Testing:
Assist with daily support tickets for our CRM, portfolio‑reporting and compliance‑monitoring platforms.
Execute user‑acceptance tests when rolling out system updates.
Compliance Monitoring:
Help populate and maintain our compliance‑check trackers (e.g. KYC refresh, AML screening).
Compile data for regulatory‑report submissions and internal audits.
Data Analysis & Reporting:
Extract and analyse data from our systems to identify workflow bottlenecks or compliance gaps.
Present findings in concise slide decks for senior management.
Continuous Improvement:
Propose enhancements to automate routine tasks (e.g. macro scripts, simple workflow automations).
Work with IT and compliance to pilot small‑scale process improvements.
Kindly note that only shortlisted candidates will be notified.