wealth Management-Client Onboarding

6 days ago

Navi Mumbai, Maharashtra, India Kiya Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Job Title: Client Onboarding (Wealth Management)

Location: Mumbai

Work Mode:Hybrid

About the Role:

Wealth Management team to onboard and support high-net-worth clients while ensuring data integrity, compliance, and regulatory adherence. You will work closely with internal stakeholders and provide support across Singapore and Hong Kong regions.

Key Responsibilities:

  • Onboard new clients (Individuals, Trusts, Corporates) and maintain accurate client profiles.
  • Collect, verify, and securely store KYC documents.
  • Conduct AML/KYC, CDD/EDD checks and ensure FATCA/CRS compliance.
  • Screen clients against global sanctions & PEP lists.
  • Prepare reports for management review and support audits/regulators.
  • Escalate risks, incidents, or discrepancies promptly.
  • Collaborate with internal teams and provide regional support (SG/HK).

Required Skills & Competencies:

  • KYC / AML / FATCA / CRS knowledge
  • Strong attention to detail and data accuracy
  • Basic MS Office skills (Excel, Outlook, Word)
  • Ability to work under pressure and meet SLA/KPI targets

Qualifications & Experience:

  • Graduate/Postgraduate in Finance, Commerce, Economics, or related field
  • Exposure to HNWI, trust accounts, or private banking clients is a plus

** Interested candidates drop your resume to **

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