Job Description: Join our Private Wealth Management team to provide top-tier financial advice and investment solutions to high-net-worth clients. As part of the Account Onboarding team, you'll manage the end-to-end process of onboarding clients, ensuring compliance with regulatory requirements.
Key Responsibilities: - Handle new account requests and manage case reviews until account setup.
- Review and verify client documentation for accuracy and completeness.
- Provide advisory on required documents when necessary.
- Conduct Source of Wealth (SOW) assessments and background checks.
- Ensure accurate data entry and document uploads.
- Liaise with Sales and stakeholders on documentation issues.
- Track and follow up on outstanding documents and issues.
Requirements: - Excellent verbal and written communication skills.
- Strong attention to detail and organizational skills.
- Self-motivated, reliable, and willing to learn.
- Ability to handle multiple tasks and urgent requests.
- Experience in KYC documentation review or SOW assessment is a plus.
Education/Experience: - Bachelor's degree or equivalent education/experience.
- 3-5 years of experience in the Banking/Financial industry.
- Prior experience in private banking, onboarding, or KYC/SOW review is preferred.
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