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Wealth Management Professional

2 months ago

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

We are seeking an experienced Wealth Management Professional to join our 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 ideally some understanding of UK FSA regulations alongside Australian regulations.

Key Responsibilities
  • Support all operational processes for CIP KYC and PEP reviews, including reviewing documentation provided by clients and sales.
  • Evaluate regulatory concerns or exceptions and escalate to Managers for further review and discussions.
  • Escalate accounts with high-risk triggers or high-risk accounts for Global Financial Crimes (GFC) signoff.
  • Review and validate the accuracy of values that impact client's ML / TF risk, such as Source of Wealth (SoW) and Total Net Worth.
  • Engage with Sales teams to share KYC and ML / TF related guidance.
  • Ensure periodic review and relevant approval records are retained properly in internal database and monitor the receipt of any outstanding documentation within required timeframe.
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, in particular Australian and UK- FSA requirements.
  • Strong analytical and organisational skills.
  • Strong communication skills to effectively and clearly instruct/ advise Sales teams and other stakeholders.
  • Ability to articulate issues concisely and effectively.
  • Able to work both 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.

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

", "lang_code": "en-US"}