Wealth Management Professional

3 hours ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
{"title": "Wealth Management Professional", "content": "Job Summary

We are seeking a skilled Wealth Management Professional to join our team in Sydney. As a key member of our Account Management Team, you will be responsible for supporting all operational processes for CIP KYC and PEP reviews.

Key Responsibilities
  • Account opening and review for sub-accounts, SMAs, and OTC product accounts.
  • Processing static data changes, including updating contact details, account type, and profile.
  • Reviewing and processing trigger events, including changes that trigger CDD insufficient or outdated based on current KYC rules.
  • Monitoring and processing different requests in Workflow, including reviewing modules for international platforms and conducting signature verification.
  • Deceased Estate Handling: dealing with death notifications, account block and uplift, and adding executors to accounts.
  • Power of Attorney: reviewing and handling POA/EPOA requests and adding them to domestic and international platform accounts.
  • Post-onboarding EDD/PEP: monitoring Enhanced Due Diligence reports daily and investigating high/high+ risk triggers.
  • Initiating EDD/PEP processes for high/high+ risk accounts.
  • Handling questions and queries from the front office.
  • Ad hoc tasks, including projects, client communication, mass mailing, US IPO, MIFID Quarterly Statements, BCAN, and CGG/PPSR Registration.
Requirements
  • Bachelor's degree or equivalent education or experience required.
  • At least 3 years' experience in the financial services industry, ideally with previous experience in Risk and Compliance with a private bank or onboarding/periodic review in a top-tier bank.
  • Understanding of global AML/KYC standards, particularly Australian and UK-FSA requirements.
  • Strong analytical and organizational skills.
  • Strong communication skills to effectively instruct and advise Sales teams and other stakeholders.
  • Ability to articulate issues concisely and effectively.
  • Able to work independently and with a team in a dynamic environment with high pressure on timeliness and quality of deliverables.
  • Impressive knowledge of KYC documentation, industry regulations, and best practices.
", "lang_code": "en-US"}

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