
Private Wealth Specialist
5 days ago
Job Overview
This position is part of a team that ensures the timely and compliant onboarding of new clients.
Key Responsibilities:- Support the front office in client onboarding.
- Maintain knowledge of AML/CFT and CDD standards.
- Familiarize yourself with documentation and regulatory requirements.
Requirements
To succeed in this role, you will need to have the following skills and qualifications:
- Strong understanding of AML/CFT and CDD standards.
- Familiarity with documentation and regulatory requirements.
- Excellent communication and teamwork skills.
Benefits
This role offers a range of benefits, including:
- A competitive salary.
- Ongoing training and development opportunities.
- A collaborative and dynamic work environment.
About Us
We are a leading organization in the Private Wealth industry. Our mission is to provide exceptional service to our clients while maintaining the highest standards of compliance and integrity.
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