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| Job Location | London |
| Education | Not Mentioned |
| Salary | Salary negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
A successful Wealth/Investment Management business wish to recruit within their growing client onboarding team, the teams main objectives are to improve the client experience, speed and efficiency of the onboarding journey by running the process internallyand being a centre of excellence.Main DutiesAssist the business and senior members of the Client Life-Cycle Team to provide oversight and control at all stages of the client onboarding journey, facing off with all areas of the business internally and, importantly, with clients directly to guide themthrough their on-boarding journey.Liaise with colleagues throughout the business to coordinate and deliver a high level of service to clients.Maintain control of the client static data, to ensure its accuracy at both on-boarding and throughout the client relationship.Additionally, consider the knock-on effects of data changes within the systems from a data-hygiene and regulatory perspective.Identifying and specifying improvements to these work areas - both procedural and IT based - and then working with project resources to implement these.Experience Required2 years plus experience within client onboarding/KYC/account openingBasic understanding, and a desire to grow knowledge, in all areas of client take on for Private Clients, Private Client structures (SIPPs, Trusts, PICs etc), and Charities.Appreciation of Anti Money-Laundering and compliance requirements and a desire to advance knowledge over time.Familiarity of global tax reporting standardsAwareness of other regulations (MiFiD II, Transaction reporting, RDR etc)
Keyskills :
DataKYCWealth ManagementOnboardingSIPP