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: Opportunity for growth in a fast-paced, supportive environment.
- 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 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 Portsmouth 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 Portsmouth
✨Tip Number 1
Network like a pro! Reach out to people in the Private Wealth Management industry, especially those who work as Operations Analysts. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your AML/KYC knowledge. We all know that being able to discuss regulatory requirements confidently can set you apart from other candidates. Practice common interview questions related to onboarding processes!
✨Tip Number 3
Showcase your problem-solving skills! During interviews, share specific examples of how you've tackled complex cases or improved processes in your previous roles. This will demonstrate your initiative and ability to handle challenges.
✨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 Portsmouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Analyst role. Highlight your experience in onboarding and any relevant AML/KYC knowledge. We want to see how your skills match what we're looking for!
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 previous roles have prepared you for this position. Let us know why you’re the perfect fit!
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled challenges in past roles. We love candidates who can think on their feet and come up with solutions, so don’t hold back on sharing your success stories!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
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 use initiative and think critically, 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 help you answer questions more effectively and show your genuine interest in the role.
✨Practice Clear Communication
Since communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and qualifications in a structured way.
