Aml/kyc - Wealth Management Consultant
3 days ago
**Responsibilities**:
- Conduct research, data collection and analysis on the needs and issues of the client through interviews and workshops to translate their requirements into well-formulated solutions
- Present findings and recommendations to the client using business proposals and presentation decks
- Document the project into systems and processes for management review
- Close interaction with clients through regular project updates and networking - Support team members with other project activities
- Independently drive the success of a work stream by directing activities, ensuring high quality deliverables and timely submission
- Manage a team of consultants by defining meaningful work packages, managing activities, and through mentorship
- Participate in business development activities including topic development, proposal preparation, sales presentations, and contract negotiation
You will have:
- 3+ years of experience in the banking (ideally wealth management or private banking), technology and/or consulting industry
- Good understanding of core business processes and products in the private banking industry
- Excellent spoken and written English
- Highly analytical and structured in problem solving; able to quickly understand complex situations
- Excellent presentation and communication skills with clients and colleagues
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