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.