KYC Client Onboarding Specialist, Client Services
7 days ago
Our client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.
This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with Wealth Managers. While you will be dedicated to client onboarding, you will also provide guidance and support to junior team members of the team. Your key tasks will include conducting quality assurance checks, confirming KYC requirements and account opening needs, risk-assessing cases for sanctions and PEPs, overseeing client take-on processes, maintaining client records, and approving service requests. Additionally, you will have the opportunity to participate in team projects.
To be considered, candidates must come from a wealth or asset management firm, with expertise in KYC, AML, and account opening. Knowledge of SIPPs, ISAs, Bonds, and Wrappers is essential.
Our client offers a collaborative work environment that promotes work-life balance and actively empowers personal development and career advancement across the business. Career opportunities are limitless, with encouragement and support for professional qualifications, hybrid working options, and a competitive salary, bonus and benefits.
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London, United Kingdom Hays Specialist Recruitment Limited Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm. This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...
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London Area, United Kingdom Hays Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...
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London Area, United Kingdom Hays Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...
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London, United Kingdom Hays Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm. This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...
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London, United Kingdom Hays Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm. This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...
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London,, UK, United Kingdom HAYS Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...
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London, United Kingdom Hays Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...
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London, United Kingdom HAYS Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.This role is varied and broad, allowing you to take ownership of client onboarding liaising closely with...
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London, United Kingdom Hays Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.Find out exactly what skills, experience, and qualifications you will need to succeed in this role before...
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London, United Kingdom Hays Full timeOur client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the firm.Find out exactly what skills, experience, and qualifications you will need to succeed in this role before...
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Senior Client Onboarding Specialist
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London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Client Onboarding Specialist to join our team. As a Senior Client Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for our client, a leading private wealth manager.Key Responsibilities:Conduct quality assurance checks to ensure...
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Senior Client Onboarding Specialist
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London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the Role:Hays Specialist Recruitment Limited is seeking a highly skilled Senior Client Onboarding Specialist to join our team. As a Senior Client Onboarding Specialist, you will be responsible for taking full ownership of client onboarding for our client, a leading private wealth manager.Key Responsibilities:Conduct quality assurance checks to ensure...
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London, Greater London, United Kingdom SitePoint Pty Full timeSenior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...
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Client Onboarding Specialist
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London, Greater London, United Kingdom SitePoint Pty Full timeSenior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...
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London, Greater London, United Kingdom SitePoint Pty Full timeSenior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...
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Client Onboarding Specialist
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London, Greater London, United Kingdom SitePoint Pty Full timeSenior KYC Client Onboarding Specialist, Client ServicesOur client is a leading private wealth management firm, specializing in tax-efficient global wealth strategies. Due to expansion plans, a senior specialist position has been created to take full ownership of client onboarding for the firm. While you will be dedicated to client onboarding, you will also...
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London, United Kingdom Britannia Global Markets Limited Full timeJ- Posted by - James Butt- RecruiterRole Overview We are looking for an Onboarding Specialist to join initially on a contract basis with the chance to become permanent. **Responsibilities**: - Review client onboarding documentation to identify discrepancies, missing information, and inconsistencies. - Conduct remediation activities to update client...
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London, Greater London, United Kingdom Oval Recruit Ltd. Full timeJob DescriptionClient Onboarding Specialist – KYC/AML – Wealth ManagementOval Recruit Ltd. is seeking a highly skilled Client Onboarding Specialist to join our team in Central London. As a key member of our Client Services function, you will be responsible for performing client onboarding and AML checks for new clients, reviewing application documents,...
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