Teams at Colonial First State

The Sales CRM Manager will oversee Microsoft Dynamics 365, manage data governance, enhance sales reporting, and drive CRM adoption within the sales team.

Manage a small team to run KYC remediation, financial crime intelligence and QA across transaction monitoring, screening, ECDD and SMR reporting. Ensure KYC/CDD compliance with AML/CTF law, conduct QA sampling, drive process improvements, manage customer outreach and maintain audit-ready documentation.

Manage IT risk and compliance for Technology by assessing and monitoring technology, cyber and data risks, validating controls against regulatory requirements, maintaining risk data in Protecht, delivering risk reporting and insights, supporting risk-in-change and remediation of audit findings, and advising stakeholders on emerging risks and remediation.