At a Glance
- Tasks: Join our team to onboard new clients and ensure compliance with regulations.
- Company: Dynamic wealth management firm focused on client success.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for growth in a fast-paced, collaborative setting.
- Why this job: Make a difference by helping clients navigate their financial journeys.
- Qualifications: 2 years of relevant experience and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Work as part of the team to ensure the timely and accurate on-boarding of new clients.
Key Responsibilities
- Review and approve new client documentation including carrying out relevant AML/KYC/ Identity checks.
- Ensure correct escalation routes are adhered to when dealing with higher risk or complex cases.
- Provide guidance (within the scope of your personal regulatory knowledge and training) to the Investment Management and Operations Departments in relation to regulatory requirements and relevant policies and procedures.
- Ensure all team queries and tasks are dealt with in a positive and timely manner.
- In addition to the above functions, employees are required to carry out such other duties as may reasonably be requested.
Skills, Knowledge and Expertise
- Minimum of 2 years work experience within the relevant field and be able to demonstrate transferable skills and behaviours.
- GCSE Grade C English & Maths.
- Communication both written and oral.
- Problem Solving / ability to use one's own initiative.
On-boarding Analyst Wealth Management in City of London employer: City Recruitment Associates Ltd
As an On-boarding Analyst in Wealth Management, you will thrive in a dynamic and supportive work environment that prioritises employee development and collaboration. Our company offers comprehensive training programmes, competitive benefits, and a culture that values innovation and integrity, all set in a vibrant location that fosters both professional and personal growth. Join us to be part of a team that is dedicated to excellence and making a meaningful impact in the financial sector.
Contact Details:
City Recruitment Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land On-boarding Analyst Wealth Management in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector on LinkedIn or at industry events. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show how your skills align with their values, especially when it comes to client on-boarding and compliance.
✨Tip Number 3
Practice your problem-solving skills! Think of examples from your past work where you’ve tackled challenges, especially in AML/KYC processes. This will help you shine during those tricky interview questions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace On-boarding Analyst Wealth Management in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the On-boarding Analyst role. Highlight your experience in client documentation and any relevant AML/KYC knowledge. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills:Since communication is key in this role, make sure to demonstrate your written and oral communication skills in your application. Use clear and concise language to show us you can convey information effectively.
Highlight Problem-Solving Abilities:We love candidates who can think on their feet! Include examples of how you've tackled complex cases or resolved issues in previous roles. This will show us that you can handle the challenges that come with the job.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen to join the StudySmarter team!
How to prepare for a job interview at City Recruitment Associates Ltd
✨Know Your AML/KYC Basics
Make sure you brush up on your Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Being able to discuss these topics confidently will show that you understand the core responsibilities of the On-boarding Analyst role.
✨Demonstrate Problem-Solving Skills
Prepare examples from your past experience where you've successfully solved complex problems or navigated tricky situations. This will highlight your ability to use your initiative, which is crucial for this position.
✨Familiarise Yourself with Regulatory Requirements
Take some time to review the relevant regulatory requirements and policies related to wealth management. Being knowledgeable in this area will not only impress your interviewers but also help you provide informed guidance during the interview.
✨Practice Positive Communication
Since communication is key in this role, practice articulating your thoughts clearly and positively. Whether it's written or oral, showing that you can convey information effectively will set you apart from other candidates.
