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
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 teamwork, all set in a vibrant location that fosters both personal and professional growth.
Contact Details:
City Recruitment Associates 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 seen by the right people. 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, don’t forget to showcase your written and oral communication skills in your application. Use clear and concise language to demonstrate your ability to 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:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out!
How to prepare for a job interview at City Recruitment Associates
✨Know Your AML/KYC Inside Out
Make sure you brush up on your Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Be prepared to discuss how you've applied these in previous roles, as this will show your understanding of the compliance landscape.
✨Showcase Your Problem-Solving Skills
Think of specific examples where you've tackled complex cases or resolved issues effectively. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your initiative.
✨Communicate Clearly and Confidently
Since communication is key in this role, practice articulating your thoughts clearly. You might be asked to explain regulatory requirements, so being concise and confident will help you stand out.
✨Prepare for Team Dynamics
Understand the importance of teamwork in the on-boarding process. Be ready to discuss how you’ve collaborated with others in past roles and how you can contribute positively to the team’s success.
