Michele Roberts

WORK HISTORY

SKILLS

ABOUT MICHELE ROBERTS

London (March 2014 - current)- EMEA Markets KYC Manager London (Apr 2002 - Feb 2014)- Prime Brokerage Client Service Manager • Builds strong relationships with institutional clients by acting as a single point of contact for external clients during the onboarding process and working with the client and team to obtain the required information and documentation• Proactively pursues and initiates cross-selling opportunities by achieving a greater understanding of client needs and working to make relevant introductions across business areas and regions and helping foster relationships where opportunities are present• Assertive representation on behalf of clients to coordinate and maximize efficiency internally with credit, risk, legal, AML/KYC compliance, global network and sales• Proficient in fund structures and strategies including their needs, advantages and limitations, and ability to use that foundation to capitalize on further revenue generating scenarios. Strong background in diverse range of products including derivatives and repos• Works actively with legal and compliance to help remediate existing clients and bring new clients onboard in compliance with current regulations. Remains cognizant of the perpetually evolving regulatory environment and makes a concerted effort to stay apprised of any changes that will impact clients, and consistently works to mitigate that impact.