Wealth Onboarding Specialist (KYC & SoW)

Wealth Onboarding Specialist (KYC & SoW)

Full-Time 50000 - 50000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Guide clients through KYC and SoW requirements while preparing essential forms.
  • Company: Caravel, a leading player in European wealth management.
  • Benefits: Competitive salary of £50k, hybrid or remote work options, and additional perks.
  • Why this job: Join a dynamic team and enhance your skills in client onboarding within finance.
  • Qualifications: 4-5 years of KYC experience in financial services is essential.

The predicted salary is between 50000 - 50000 £ per year.

Caravel is seeking a junior-to-mid level onboarding officer for its European wealth management business.

This 18-month fixed-term contract offers a salary around £50k plus benefits, with hybrid (London / St James) or fully remote work options.

The role requires a minimum of 4–5 years of client onboarding (KYC) experience within financial services, and involves guiding clients through So W/KYC requirements, preparing forms, and coordinating with investment providers.

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Wealth Onboarding Specialist (KYC & SoW) employer: Caravel

Join a leading European Wealth Management and Tax Planning advisory business in London, where you will thrive in a dynamic work culture that values collaboration and innovation. With a strong focus on employee growth, the company offers extensive opportunities for professional development and a competitive salary package, including performance-related bonuses and benefits. Embrace the flexibility of a hybrid working model while contributing to meaningful legal operations that enhance efficiency and governance across the organisation.

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Contact Details:

Caravel Recruitment Team

We think you need these skills to ace Wealth Onboarding Specialist (KYC & SoW)

Client Onboarding
KYC (Know Your Customer)
SoW (Source of Wealth)
Financial Services Experience
Form Preparation
Coordination with Investment Providers
Attention to Detail