C€30,000 + benefits
My client is a European based financial planning company with operations throughout Europe and the UK. This role is to ensure new active clients are onboarded in line with the company’s compliance and KYC requirements, as well as the product provider needs. You will work with other areas of business involved in the onboarding process with the ultimate aim of creating a high quality first impression to the client. The officer is also responsible for the preparation and completion of all paperwork relating to the setting up of a new business or additional client investments.
Main duties include-
- Acting as a central point of contact between the sales, compliance and administrative functions, in relation to the new business or additional investment
- Liaising with product providers on each and every piece of new business with the aim of efficient onboarding
- To manage, on a daily basis, all new business and additional investment cases, allocated to
- To also effectively communicate with the end-client during the onboarding
To qualify you must have a financial services background with knowledge and experience of financial planning and compliance esp. KYC.
A proven track record of planning and organising and a full understanding of the client life cycle. His is a team role so you must show experience of working effectively with others and have excellent communications skills both written and verbal.
A strong academic background is required and suitable financial services qualifications such as a diploma (or equivalent) in client services, insurance services, investment services and / or AML and Financial Crime. This is a great opportunity to join a leading European financial services group.