Wealth Management Operations Specialist
5 days ago
About Axiom Consultants
Job DescriptionWe are seeking a Wealth Management Operations Executive to join our team. The ideal candidate will have a minimum of 3 years' relevant industry experience and previous experience of working in a CDD/AML role.
Key Responsibilities:- Provide support and guidance to the Wealth Management on a broad spectrum of matters, including Client Due Diligence requirements for all client types and jurisdictions.
- Ensure that client account opening documentation meets all regulatory and internal requirements.
- Manage all changes to client profiles in line with regulatory/internal requirements and ensure documentation meets the required standard.
The successful candidate will also possess excellent organisational and administration skills, ability to prioritise workload and multitask, high level of accuracy and attention to detail, demonstrated ability to work to deadlines, excellent communication and interpersonal skills with a confident and professional demeanour, an enthusiastic approach to work with the ability to work well on own initiative and in a team environment, and an aptitude to interpret regulations and regulatory guidance notes and provide guidance on their application.
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