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- Tasks: Join our team to manage client onboarding and ensure compliance with AML and KYC regulations.
- Company: Deerfoot Recruitment Solutions is a leading tech recruitment consultancy committed to social impact.
- Benefits: Enjoy a competitive salary, referral rewards, and contribute to charitable causes with every CV sent.
- Why this job: Be part of a dynamic team in a fast-paced environment while making a difference in wealth management.
- Qualifications: Strong attention to detail and experience in AML/KYC processes are essential for this role.
- Other info: This is a full-time, office-based position located in Basildon, Essex.
We are seeking a Wealth Management - Client Onboarding Associate to join a dynamic and fast-paced team within the Asset and Wealth Management sector. This is an excellent opportunity for a detail-oriented professional to take ownership of the end-to-end client onboarding process, ensuring compliance with Anti-Money Laundering (AML) and Know Your Client (KYC) regulations.
Key Responsibilities:
- Manage client onboarding, including AML/KYC compliance, documentation review, and due diligence.
- Advise internal and external stakeholders on regulatory and documentation requirements.
- Partner with client-facing teams to ensure compliance with industry standards.
- Identify and escalate potential risks related to client structures, financial products, and regulatory changes.
- Thrive in a fast-paced, client-facing, team environment.
- Able to handle multiple events and tasks, making balanced decisions to deliver against conflicting priorities.
- Act as a subject matter expert on the onboarding processes.
Skills & Experience Required:
- Strong attention to detail with excellent written and verbal communication skills.
- Proven experience in AML/KYC processes within Wealth Management or Financial Services.
- Strong analytical and problem-solving skills, with the ability to work under pressure.
- Risk awareness and ability to navigate complex regulatory frameworks.
- Ability to multi-task and manage priorities in a fast-paced environment.
This is a fantastic opportunity to work with a forward-thinking organisation in a challenging and rewarding role. If you have the skills and experience required, we would love to hear from you.
Client Onboarding Associate - Wealth Management employer: Deerfoot Recruitment Solutions Limited
Contact Detail:
Deerfoot Recruitment Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Associate - Wealth Management
✨Tip Number 1
Familiarise yourself with the latest AML and KYC regulations. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals in the Wealth Management sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare for situational interview questions by thinking of examples from your past experiences where you successfully managed multiple tasks or resolved compliance issues. This will showcase your problem-solving skills effectively.
✨Tip Number 4
Research StudySmarter's values and culture. Understanding our mission and how we operate will help you align your answers during the interview, making you a more attractive candidate for the role.
We think you need these skills to ace Client Onboarding Associate - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in AML/KYC processes and client onboarding. Use specific examples that demonstrate your attention to detail and ability to manage multiple tasks.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Wealth Management sector. Mention your problem-solving skills and how you thrive in fast-paced environments, aligning your experiences with the job requirements.
Highlight Regulatory Knowledge: Emphasise your familiarity with compliance regulations such as AML and KYC. Provide examples of how you've navigated complex regulatory frameworks in previous roles to show your expertise.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your strong communication skills and attention to detail, which are crucial for this role.
How to prepare for a job interview at Deerfoot Recruitment Solutions Limited
✨Know Your AML/KYC Regulations
Familiarise yourself with the latest Anti-Money Laundering and Know Your Client regulations. Be prepared to discuss how these regulations impact the onboarding process and demonstrate your understanding of compliance requirements.
✨Showcase Your Attention to Detail
As a Client Onboarding Associate, attention to detail is crucial. Bring examples from your past experience where your meticulous nature helped prevent issues or improved processes. This will highlight your suitability for the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think of situations where you had to manage conflicting priorities or navigate complex regulatory frameworks, and be ready to explain your thought process.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. Be ready to discuss how you've successfully advised stakeholders in the past, as this will show your ability to collaborate effectively.
