2021 -2023 Global Client Onboarding | Institutional Banking @
2020 -2021 Onboarding and Transitions Manager @
2019 -2020 Client Implementation Executive @
2017 -2018 Client Lifecycle Transitions @
2016 -2017 Client Onboarding - Fixed Income @
2015 -2016 Client Onboarding - Document Control and Client Data Analyst (FATCA Remediation) @
2014 -2015 Account Manager @
2014 -2014 Contract Sales Advisor @
2013 -2013 Project Coordinator @
Max Rawlinson Education
University of the West of England
Bachelor's degree (Business Studies with Accounting and Finance)
2010-2013
Matthew Arnold School
(A level)
2008-2010
Cokethorpe School
(GCSE)
2005-2008
Max Rawlinson Skills
Microsoft Office
Data Analysis
Sales Process
Banking
Financial Risk
FATCA
Anti Money Laundering
Finance
Team Leadership
KYC
Customer Service
Onboarding
Financial Services
Wealth Management
Sales
Max Rawlinson Summary
Max Rawlinson, based in Sydney, NSW, AU, is currently a Manager - Global Client Onboarding | Institutional Banking at Commonwealth Bank. Max Rawlinson brings experience from previous roles at Commonwealth Bank, BlueBay Asset Management, Legal & General Investment Management (LGIM) and UBS. Max Rawlinson holds a 2010 - 2013 Bachelor's degree in Business Studies with Accounting and Finance @ University of the West of England. With a robust skill set that includes Microsoft Office, Data Analysis, Sales Process, Banking, Financial Risk and more. Max Rawlinson has 2 emails on RocketReach.
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