Account Opening Specialist
- Posted 2024-04-17
- Dublin, Ireland
- Wealth Management
- Full time
We are currently working with an international Wealth Management firm who are looking to hire an Account OpeningSpecialist to join their team in Dublin.
Role Duties Include:
- Preparing account documentation for execution by client
- Performing enhanced due diligence and compiling KYC analysis on case-by-case basis and in accordance with firm policies and procedures
- Managing the end-to-end process of client onboarding in collaboration with the Relationship Manager and Relationship Manager Assistant
- Performing AML/KYC/ Source of Wealth requirements checks in accordance with firm policies and procedures
- Maintain position as single point of contact between Compliance and RM/RMA
Requirements
- AML / KYC knowledge essential
- Provide a service of professionalism and excellence
- Commercial mindedness
- Good time management and organisation skills
Benefits
This is a great opportunity for someone who is looking to develop their career in the area of Wealth Management with a highly regarded firm.
To discuss this opportunity in confidence, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly via the link below.