Client Onboarding and Risk Management Expert
2 days ago
About the Job
We're seeking a highly skilled Client Onboarding and Risk Management Expert to join our team. As a key member of our operations team, you'll be responsible for managing the end-to-end client onboarding process, ensuring timely and efficient onboarding of new clients while providing exceptional client service.
About Us
IFM Investors is a global private markets manager with a strong commitment to sustainability and responsible investing. We manage over AU$218.3 billion across various asset classes, serving 717 institutional clients worldwide.
The Role
Your responsibilities will include:
- Liaising with clients to resolve onboarding-related queries.
- Tracking and managing the onboarding process.
- Leading major change events, and performing AML/KYC risk assessments.
- Validating FATCA and CRS forms, and cross-referencing AML/KYC data.
Requirements
- Minimum 5 years' experience in client onboarding or related roles within the financial services industry.
- Tertiary qualification in business, management, or a related field.
- Proven expertise in AML/KYC risk assessment, FATCA, and CRS regulations.
- Strong communication and interpersonal skills.
Salary
$80,000 - $105,000 per annum, depending on experience.
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