At a Glance
- Tasks: Join our team to onboard new clients and ensure compliance with regulations.
- Company: Dynamic private wealth management firm in London.
- Benefits: Competitive salary, bonus, and comprehensive benefits package.
- Other info: Fast-paced environment with opportunities for growth and learning.
- Why this job: Make a real difference in client onboarding while developing your skills.
- Qualifications: 2 years of relevant experience and strong communication skills required.
The predicted salary is between 34000 - 36000 £ per year.
Industry: Private Wealth Management
Position: Fulltime
Role: Analyst, Onboarding
Location: London, UK
Salary: £34 - 36,000 + bonus & Benefits
Job Description:
Work as part of the team to ensure the timely and accurate onboarding 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 company 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 transferrable skills and behaviours.
- GCSE Grade C English & Mathematics.
- Communication – both written and oral.
- Problem Solving / ability to use one’s own initiative.
- IT/relevant systems knowledge.
Operations Analyst in Bournemouth employer: City Recruitment Associates
As a leading player in Private Wealth Management, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. Located in the heart of London, we offer competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our Operations Analysts are well-equipped to excel in their roles while contributing to meaningful client relationships.
Contact Details:
City Recruitment Associates Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Operations Analyst in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to people in the Private Wealth Management industry on LinkedIn. A friendly message can go a long way, and you never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to onboarding and compliance. We recommend role-playing with a friend or using online resources to get comfortable with your answers.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of specific examples from your past experience where you tackled challenges head-on, especially in AML/KYC scenarios.
✨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 Operations Analyst in Bournemouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Analyst role. Highlight your relevant experience in onboarding and compliance, and don’t forget to showcase your problem-solving skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private wealth management and how your background aligns with our needs. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills:Since communication is key in this role, make sure your application reflects your written communication skills. Use clear and professional language, and double-check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about what we do at StudySmarter!
How to prepare for a job interview at City Recruitment Associates
✨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 role and can handle client onboarding effectively.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you've successfully solved complex problems or navigated tricky situations. This will demonstrate your ability to think on your feet and use your initiative, which is crucial for an Operations Analyst.
✨Familiarise Yourself with Company Policies
Research the company’s policies and procedures related to client onboarding and regulatory requirements. Being knowledgeable about their specific practices will not only impress your interviewers but also help you answer questions more effectively.
✨Practice Clear Communication
Since communication is key in this role, practice articulating your thoughts clearly and concisely. You might want to do mock interviews with a friend or family member to refine your verbal skills and ensure you can convey your ideas effectively during the actual interview.
