Wealth Management Client Onboarding Associate

SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding Associate to join their Sydney team.The ideal candidate will have wealth management / retail broking / wealth management client onboarding/ KYC / AML experience and ideally some understanding of UK FSA...

Melbourne, Sydney- Wealth Management- Contract or TemporaryThis position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm’s global standards and any additional local regulatory requirements. - Review documentation from Sales which includes the...

Melbourne, SydneyWealth ManagementContract or TemporaryOur client is a leading Private Wealth Manager seeking an experienced Client Onboarding / KYC candidate to join their team for an initial 12 month contract in either Sydney or Melbourne.  This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client...

SydneyWealth ManagementPermanentOur client is a leading ASX-listed FinTech firm servicing the stockbroking and wealth management industry with its automated operations technology. They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an additional headcount to service their current clients and...

SydneyWealth ManagementPermanentOur client is a leading ASX listed FinTech firm servicing the stockbroking and wealth management industry with their automated operations technology.They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an addition headcount to service their current clients,...

CBD Location - International Company - Highly competitive remuneration package Join our innovative investment banking firm, where we're not just about financial success—we're driven by the desire to create positive social impact. As a key player in Corporate Finance, Research, Fixed Income, Equities, Derivatives, and clearing and settlement services on...

Melbourne, SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Associate to join either their Sydney or Melbourne Account Management Team on an initial 12m contract.The ideal candidate will have wealth management / Private banking / client onboarding / KYC experience...

Sydney- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Maintenance Associate to join their Sydney Account Management Team on an initial 12m contract. **Key Responsibilities**: This role is broadly responsible for supporting all operational processes for the CIP KYC and PEP reviews,...

Reporting to: Private Client Team Employment Type: Full-time Company Overview: Stropro is an investment platform that launched in December 2019, backed by VCs and private investors. The platform has recently experienced exceptional growth and is looking to accelerate client acquisition. We are looking for a motivated, diligent and self-directed individual...

SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Maintenance Associate to join either their Sydney or Melbourne Account Management Team on an initial 12-month contract.The ideal candidate will have wealth management / retail equity broking / Wealth Management client...

SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Associate to join their Sydney Account Management Team on an initial 12-month contract.The ideal candidate will have wealth management / Private banking / client onboarding / KYC experience from a global firm and...

SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Officer to join their Sydney Account Management Team.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some understanding of UK...

Sydney- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Officer to join their Sydney Account Management Team. - This role is open to working holiday visa-holders, as well as those with longer-term visas and residency._ **Key Responsibilities**: This role is broadly...

Top Tier Clients - Excellent Career Opportunities - Wealth Management / Financial Planning Support / Desk Assistant We are working with a number of market leading Wealth Management firms who seeking driven and motivated individuals to join their growing businesses. These roles are all excellent opportunities to build your financial markets knowledge while...

SydneyWealth ManagementPermanentOur client is a leading ASX listed FinTech firm servicing the stockbroking and wealth management industry with their automated operations technology.They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an additional Account Manager to service their current...

Assistant Client Onboarding Manager Location: Sydney, Australia Date Posted: May 15, 2023 **Description** **About our Company** Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers,...

Zodia Custody is seeking a proficient and detail-oriented Onboarding Manager to join our growing team in the financial services industry. As an institution-first, FCA-regulated digital asset custodian, Zodia Custody aims to provide financial institutions, corporations, and professional investors with the freedom to realize the full potential of the digital...

Location: Sydney, Australia Date Posted: May 15, 2023 **Description** **About our Company** Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family...

Description Ares Wealth Management Solutions (WMS) Australia is looking for a Principal, Sales Manager, the position will play a key role in distributing a range of alternative strategies to the Australian and New Zealand private wealth channels and will work directly with multiple stakeholders across Ares WMS and broader Ares investment teams to...

SydneyInvestment BankingPermanentThis is a Client Support role, supporting existing and prospective corporate banking clients. The position functionally reports to a Director, Client Coverage but also assists all Relationship Managers in the corporate loans division.The candidate should have a good understanding of the client on-boarding process, KYC as...