Wealth Management Client Onboarding

Sydney- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding Associate to join their Sydney team. **Responsibilities**: - Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC rules for new...

Sydney- Wealth Management- Contract or Temporary**Key responsibilities**: - Become the Subject Matter Expert of the account opening process and operational functions of the platform - Proactively escalate issues to Management, Risk, Compliance, AML, Front Office staff in a timely manner to minimise potential liabilities to the business - Answer queries on...

Australia - Operations - Group Functions **Job Reference #** - 294278BR **City** - Sydney **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - In Wealth Management we are the experts in how the firm operates. Our vision is to always...

Sydney- Wealth Management- Contract or TemporaryOur client is an global wealth management business looking for a Client Onboarding Analyst to join their team in Sydney on an initial 12 Month contract. This role will work closely with the business’ key stakeholders to facilitate a smooth and efficient client on-boarding process. **Key...

Sydney- Wealth Management- PermanentOur client is a global tier-one broker seeking Client Services staff to join their Sydney team The role will be a broad opportunity within operations, with cross training accross the client onboarding team, client services team and settlements. **Responsibilities** - Calling clients to follow up on their account...

Australia - Operations - Investment Bank **Job Reference #** - 270573BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you have a strong eye for detail and are incredibly organised? Do you have a client service orientation and high risk awareness? - We’re looking for such an individual to join our team of Client Onboarding Specialist...

CLIENT ONBOARDING MANAGER (JOB NUMBER: C D000563) As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth...

Sydney- Ancillary Areas, Wealth Management- PermanentThis role would suit someone with at least one year’s client services experience in an assistant adviser, desk assistant, client services or an equities support environment, seeking to get into a client-facing, Account Management role. Account Managers are accountable for the ongoing relationships with,...

Sydney- Wealth Management- Contract or Temporary**Responsibilities**: - Conduct proper due diligence in opening of new accounts - Highlight or flag any high risk accounts to AML/Compliance and Business manager for further review and discussion; conduct Enhanced Due Diligence where necessary - Review and approve the opening of sub accounts - Follow up with...

Location:Sydney CBDCompany:Viola Private WealthEmployment Type:Full-time, in officeAbout UsWe are a boutique wealth management firm dedicated to providing exceptional financial guidance and personalized service to high-net-worth individuals, families, and foundations. Our mission is to help clients preserve and grow their wealth through thoughtful planning,...