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- Tasks: Lead the onboarding process for high net worth clients and ensure compliance with regulations.
- Company: A top wealth management firm with over 50 years of experience.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: 5+ years in wealth management with strong KYC and AML knowledge.
- Other info: Opportunity for career growth in a respected industry.
The predicted salary is between 36000 - 60000 £ per year.
THE COMPANY: Our client is a leading wealth management firm that has been supporting private clients and high net worth individuals for over 50 years.
THE RESPONSIBILITIES:
- Establish and maintain strong knowledge of Onboarding practices and regulatory requirements within the team.
- Maximise the adoption of Onboarding 'best-practices' through constant interaction with peers, clients and industry bodies.
- Attend relevant project meetings and committees.
- Monitor ongoing project work to ensure all aspects are completed within the required timeframes.
- Participate in systems testing relevant to onboarding new clients.
- Monitor daily workflows within the team to ensure both regulatory and internal deadlines are met.
- Check and authorise daily tasks within the team and assist with processing as required.
- Provide technical assistance within the team and to other members of staff as needed.
- Review and monitor processes within the department and implement improvements where needed.
- Assist with cross-training of junior staff within the department.
- Ensure that any staff-related issues are promptly dealt with or escalated.
- Work within the regulatory and the Firm's compliance framework.
- Ensure that the firm's clients and staff are always treated fairly and responsibly, with respect and consideration.
EXPERIENCE REQUIRED:
- Experience of working in Wealth management/Investment business.
- Sound technical knowledge of all practices and procedures relevant to onboarding new clients including understanding of KYC and AML documentation.
- Periodic KYC review experience.
- Experience of monitoring and checking workflows across a team.
- 5 years+ relevant industry experience and KYC Onboarding experience from the wealth management industry.
For further information please contact Hannah Tabatabai.
Onboarding Manager – Wealth Management (12 month FTC) in London employer: Compliance Professionals
Contact Detail:
Compliance Professionals Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Manager – Wealth Management (12 month FTC) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of onboarding practices and regulatory requirements. Be ready to discuss how you've maximised best practices in previous roles, as this will show you're the right fit for the Onboarding Manager position.
✨Tip Number 3
Don’t just wait for job alerts! Actively search for roles on our website and apply directly. Tailor your application to highlight your KYC and AML experience, as well as your ability to monitor workflows effectively.
✨Tip Number 4
Follow up after interviews! A quick thank-you email reiterating your interest in the role and mentioning something specific from the conversation can keep you top of mind for the hiring team.
We think you need these skills to ace Onboarding Manager – Wealth Management (12 month FTC) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Onboarding Manager role. Highlight your experience in wealth management and any specific KYC or AML knowledge you have. We want to see how your background fits with 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 onboarding and how your skills can help us improve our processes. Keep it engaging and relevant to the job description.
Showcase Your Teamwork Skills: Since this role involves constant interaction with peers and clients, make sure to highlight any teamwork experiences you've had. We love seeing examples of how you've collaborated to achieve goals in previous roles.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it helps us keep everything organised!
How to prepare for a job interview at Compliance Professionals
✨Know Your Onboarding Practices
Make sure you brush up on the latest onboarding practices and regulatory requirements in wealth management. Familiarise yourself with KYC and AML documentation, as these are crucial topics that may come up during your interview.
✨Showcase Your Experience
Be ready to discuss your 5+ years of relevant industry experience. Prepare specific examples of how you've monitored workflows and implemented improvements in previous roles. This will demonstrate your capability and fit for the position.
✨Engage with the Interviewers
During the interview, don’t just answer questions—engage with the interviewers. Ask insightful questions about their onboarding processes and how they ensure compliance. This shows your genuine interest in the role and the company.
✨Highlight Team Collaboration
Since the role involves working closely with peers and junior staff, be prepared to discuss your experience in team settings. Share examples of how you've cross-trained others or resolved staff-related issues, showcasing your leadership and teamwork skills.
