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Wealth Management Specialist

1 month ago

Melbourne, Victoria, Australia Anton Murray Consulting Full time
Job Title: Wealth Management Specialist

We are seeking an experienced Wealth Management Specialist to join our team in Melbourne. As a key member of our Account Management Team, you will be responsible for reviewing and approving client account documentation, ensuring compliance with current AML/KYC requirements.

Key Responsibilities:
  • Review and approve client account documentation to ensure compliance with AML/KYC regulations.
  • Process new account documentation and ensure that the account opening process satisfies the client's needs with exceptional service.
  • Provide guidance to advisers and support staff on complex matters related to account onboarding.
  • Facilitate screening requirements and assess customers to identify possible Money Laundering, Terrorist Financing, Tax Evasion, and other risks.
  • Escalate regulatory concerns or exceptions to the AMT Manager for further review and discussion.
Desired Experience/Qualifications:
  • Bachelor's degree or equivalent education or experience required.
  • At least 3 years' experience in the financial services industry, ideally with previous experience in Compliance or Risk within a private bank or onboarding/periodic review in a top-tier bank.
  • Understanding of global AML/KYC standards, in particular Australian and UK-FSA requirements.
  • Knowledge of CIP requirements for onboarding High Risk clients highly preferred.
  • Prior retail broking client service, account opening/client onboarding experience.
  • Excellent attention to detail, acute awareness of risk, and clear focus on control and timely escalation.
  • Excellent verbal and written English communication skills, effective organizational skills, and ability to work under pressure.
What We Offer:

This role will pay approximately $350-450 per day plus super, depending on prior experience in relevant positions.