Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Oversee onboarding of new clients and perform compliance checks.
- Company: Join a fast-growing investment management organization in London.
- Benefits: Enjoy hybrid working with 3 days in the office and competitive salary.
- Why this job: Great opportunity for career growth in a supportive, close-knit team.
- Qualifications: Experience in client onboarding and excellent communication skills required.
- Other info: Potential route into team management for high achievers.
The predicted salary is between 25000 - 30000 £ per year.
Client Onboarding Associate (4 month FTC) – Investment Management
Reference ID: 8626
Budget: Up to £30,000
Client Onboarding Associate – Wealth Management – 4 month FTC
Client Onboarding Associate is required to join a fast-growing investment management organisation to join a close-knit team. The role is based in London (hybrid working – 3 days in office) and is available on a permanent basis, offering between £25,000-£30,000.
In this role, you will oversee the onboarding of new clients to the business, interacting with the business development teams, and performing various compliance checks (KYC, AML, etc.).
Requirements:
- Proven Client Onboarding experience (KYC, AML, CDD, etc.)
- Financial Services (buy side or sell side) is preferred
- Excellent communicator both written and spoken.
This is a great opportunity to play a senior role in a busy client onboarding team with a route into team management. If you feel like you match the above and would like to hear more, please apply within.
Kite Human Capital – Hire Better
We are unashamedly focused on working with only the best people, who care about customer value and maintain a fantastic working reputation. If you are someone that is committed to working hard to achieve great results, views challenge as an exciting opportunity, and wants to work in some of the best possible assignments, then please get in touch, we’d love to help you find your next position.
#J-18808-Ljbffr
Client Onboarding Associate (4 month FTC) - Investment Management employer: Kite Group
Contact Detail:
Kite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Associate (4 month FTC) - Investment Management
✨Tip Number 1
Familiarize yourself with the specific KYC and AML regulations relevant to the investment management sector. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance, which is crucial for the role.
✨Tip Number 2
Network with professionals in the investment management field, especially those involved in client onboarding. Engaging with industry peers can provide valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 3
Prepare to discuss your previous client onboarding experiences in detail. Be ready to share specific examples of how you've successfully managed client relationships and navigated compliance checks, as this will showcase your expertise.
✨Tip Number 4
Research the company culture and values of the organization you're applying to. Understanding their focus on customer value and teamwork will allow you to tailor your conversations and show that you align with their mission.
We think you need these skills to ace Client Onboarding Associate (4 month FTC) - Investment Management
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Onboarding Associate position. Highlight key responsibilities such as KYC, AML, and client interaction to tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your proven experience in client onboarding and any relevant financial services background. Use specific examples to demonstrate your skills in compliance checks.
Showcase Communication Skills: Since excellent communication is crucial for this role, provide examples of how you've effectively communicated with clients or teams in previous positions. This can be in your cover letter or during the interview.
Tailor Your Application: Customize your CV and cover letter to reflect the values and expectations of the company. Mention your commitment to customer value and your enthusiasm for working in a dynamic team environment.
How to prepare for a job interview at Kite Group
✨Showcase Your Client Onboarding Experience
Make sure to highlight your previous experience in client onboarding, especially focusing on KYC, AML, and CDD processes. Be prepared to discuss specific examples of how you've successfully managed these tasks in the past.
✨Demonstrate Strong Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and concisely. Prepare to discuss how you effectively communicate with clients and internal teams, both in writing and verbally.
✨Understand the Financial Services Landscape
Familiarize yourself with the investment management sector, particularly the differences between buy-side and sell-side services. This knowledge will help you engage in meaningful discussions during the interview.
✨Express Your Team Management Aspirations
Since this role offers a route into team management, express your interest in leadership and how you envision contributing to the team's success. Share any relevant experiences that demonstrate your ability to lead or mentor others.
