At a Glance
- Tasks: Ensure smooth on-boarding of new clients and conduct essential checks.
- Company: Join a leading wealth management firm with a focus on client satisfaction.
- Benefits: Attractive salary, flexible working hours, and opportunities for growth.
- Other info: Fast-paced environment with potential for career advancement.
- Why this job: Be part of a team that shapes client experiences and builds lasting relationships.
- Qualifications: Attention to detail and understanding of AML/KYC regulations.
The predicted salary is between 44595 - 54505 £ per year.
Job Description
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 Inves...
- ZIPC1_UKTJ
On-boarding Analyst Wealth Management 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 programs, competitive benefits, and a culture that values innovation and integrity, making it an excellent place for professionals seeking meaningful and rewarding careers in the financial sector.
Contact Details:
City Recruitment Associates Ltd Recruitment Team
We think you need these skills to ace On-boarding Analyst Wealth Management
Client On-boarding
AML/KYC Compliance
Attention to Detail
Regulatory Knowledge
Risk Assessment
Documentation Review
Escalation Procedures
