Wealth Management Client Onboarding
6 days ago
Melbourne- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team.
**Responsibilities**:
- Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC rules for new client onboarding or updates to existing client static data.
- Process new account documentation and ensure that the account opening process satisfies the client’s needs with exceptional service.
- Subject Matter Expert (SME) on AML/KYC standards and policies and key contact for related queries and initiatives.
- Answer queries on all aspects of account onboarding, and provide guidance to advisers and support staff on complex matters.
- Facilitate screening requirements and assess customers, to identify possible Money Laundering, Terrorist Financing, Tax Evasion and other risks.
**Experience**:
- At least 3 years of experience in the Australian and global securities markets, ideally with an operations/ client onboarding/ KYC and/or client service background
- Understanding of global AML/KYC standards, in particular Australian and UK- FSA requirements
- Prior retail broking client service, account opening/client onboarding experience
- Excellent attention to detail
- Acute awareness of risk, with a clear focus on control and timely escalation
- A proactive nature, challenging and questioning process, seeking innovative solutions to improve efficiency and mitigate risk
- Excellent verbal and written English communication skills
- Effective organisational skills; ability to work under pressure
-
Wealth Management
6 days ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Ancillary Areas- Contract or TemporaryOur client is a leading wealth management firm seeking a Operations Analyst for a long dated contract. **Responsibilities**: - Identifying process improvements - Maintaining a culture of high performance and excellent service for both internal and external clients - Client onboarding and account...
-
Wealth Management
6 days ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year’s experience within financial services operations or client services, to join their operations division on an initial...
-
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract. This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts...
-
Client Onboarding Specialist
6 days ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Asset Management- Contract or TemporaryOur client is a global wealth management business looking for a Client On-boarding Specialist to join their team in Melbourne on an initial 12-month contract. This role will work closely with the firm’s key stakeholders to facilitate a smooth and efficient client on-boarding process. **Key...
-
Client Onboarding
2 weeks ago
Melbourne, Victoria, Australia Xeople Full timeOverviewAbout XeopleAt Xeople, we don't just make "rec tech" - we power the people who power Australia's workforce. From healthcare heroes to hospitality teams, from classrooms to community care, our products - Entire OnHire and XeopleRecruit - drive staffing agencies and keep industries moving. Headquartered in Seaford (Vic), we're a fast-growing,...
-
Client Onboarding
2 weeks ago
Melbourne, Victoria, Australia Xeople Full timeOverviewAbout XeopleAt Xeople, we don't just make "rec tech" - we power the people who power Australia's workforce. From healthcare heroes to hospitality teams, from classrooms to community care, our products - Entire OnHire and XeopleRecruit - drive staffing agencies and keep industries moving. Headquartered in Seaford (Vic), we're a fast-growing,...
-
Wealth Manager
3 weeks ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
Wealth Manager
3 weeks ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
Onboarding And Portfolio Services Consultant
3 weeks ago
Melbourne, Victoria, Australia Praemium Full timeJoin to apply for the Onboarding And Portfolio Services Consultant (Onboarding) role at Praemium1 day ago Be among the first 25 applicantsJoin to apply for the Onboarding And Portfolio Services Consultant (Onboarding) role at PraemiumAbout UsPraemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer the...
