Account Opening Specialist

2 weeks ago


india Elevate Partners Full time
Job Description

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 or apply directly via the link below.


Requirements
AML and KYC
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