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- Tasks: Manage client onboarding and ensure compliance with AML/KYC regulations.
- Company: Join Deerfoot Recruitment, a leading tech consultancy committed to social impact.
- Benefits: Enjoy a competitive salary, referral rewards, and support for climate action initiatives.
- Why this job: Be part of a dynamic team in a fast-paced environment with growth opportunities.
- Qualifications: Strong attention to detail and experience in AML/KYC processes required.
- Other info: For every CV sent, we donate £1 to The Born Free Foundation.
The predicted salary is between 36000 - 66000 £ per year.
We are seeking a Wealth Management - Client Onboarding Associate to join a dynamic and fast-paced team within the Asset and Wealth Management sector. This is an excellent opportunity for a detail-oriented professional to take ownership of the end-to-end client onboarding process, ensuring compliance with Anti-Money Laundering (AML) and Know Your Client (KYC) regulations.
Key Responsibilities:
- Manage client onboarding, including AML/KYC compliance, documentation review, and due diligence.
- Advise internal and external stakeholders on regulatory and documentation requirements.
- Partner with client-facing teams to ensure compliance with industry standards.
- Identify and escalate potential risks related to client structures, financial products, and regulatory changes.
- Thrive in a fast-paced, client-facing, team environment.
- Able to handle multiple events and tasks, making balanced decisions to deliver against conflicting priorities.
- Act as a subject matter expert on the onboarding processes.
Skills & Experience Required:
- Strong attention to detail with excellent written and verbal communication skills.
- Proven experience in AML/KYC processes within Wealth Management or Financial Services.
- Strong analytical and problem-solving skills, with the ability to work under pressure.
- Risk awareness and ability to navigate complex regulatory frameworks.
- Ability to multi-task and manage priorities in a fast-paced environment.
This is a fantastic opportunity to work with a forward-thinking organisation in a challenging and rewarding role. If you have the skills and experience required, we would love to hear from you.
Client Onboarding Associate - Wealth Management employer: Deerfoot Recruitment Solutions Limited
Contact Detail:
Deerfoot Recruitment Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Associate - Wealth Management
✨Tip Number 1
Familiarise yourself with the latest AML and KYC regulations. Understanding these compliance requirements will not only help you in the interview but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the Wealth Management sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client onboarding processes in the past. Highlight your attention to detail and problem-solving skills, as these are crucial for this role.
✨Tip Number 4
Research StudySmarter's values and culture. Tailoring your conversation to align with our mission will show that you're not just looking for any job, but that you're genuinely interested in being part of our team.
We think you need these skills to ace Client Onboarding Associate - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in AML/KYC processes and client onboarding. Use specific examples that demonstrate your attention to detail and ability to manage multiple tasks.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Wealth Management sector. Mention your problem-solving skills and how you thrive in fast-paced environments, aligning your experiences with the job requirements.
Highlight Relevant Skills: In your application, emphasise your strong analytical skills and risk awareness. Provide examples of how you've navigated complex regulatory frameworks in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Clear and professional communication is key, especially in a client-facing role like this one.
How to prepare for a job interview at Deerfoot Recruitment Solutions Limited
✨Know Your AML/KYC Regulations
Familiarise yourself with Anti-Money Laundering (AML) and Know Your Client (KYC) regulations. Be prepared to discuss how these regulations impact the client onboarding process and demonstrate your understanding of compliance requirements.
✨Showcase Your Attention to Detail
As a Client Onboarding Associate, attention to detail is crucial. During the interview, provide examples of how you've successfully managed documentation and due diligence in previous roles, highlighting your meticulous approach.
✨Demonstrate Problem-Solving Skills
Prepare to discuss specific instances where you've navigated complex regulatory frameworks or resolved issues during the onboarding process. This will showcase your analytical skills and ability to work under pressure.
✨Emphasise Team Collaboration
Since the role involves partnering with client-facing teams, be ready to talk about your experience working in a team environment. Highlight how you’ve effectively communicated and collaborated with others to ensure compliance and meet client needs.
