Job Description

Client Lifestyle Onboarding Advisor

This role plays a crucial part in enhancing the effectiveness and efficiency of our Client Onboarding experience. The primary focus of this position is to serve as a relationship coordinator, bridging the gap between our business (cross-Line of Service Engagement Teams and their Clients) and our KYC Operations Team.

The Onboarding Adviser will use their knowledge of the firm's AML/CFT policies and Client Acceptance procedures to ensure smooth communication across these stakeholders, managing their expectations in order to streamline and simplify how we obtain KYC data and ensure that our engagement teams are fulfilling their requirements relating to Client and Engagement procedures.

To communicate with engagement teams to keep them updated with onboarding status, escalating any issues early and proactively solving problems for these teams.

Understanding of KYC, financial regulatory environment and AML risk implications, AML certificate / other similar relevant qualifications could be beneficial.

If you are interested in this role please contact us!