Home
Find Jobs
For Candidates
For Employers
Australian Jobs hovers at the forefront of Artificial Intelligence (AI) for the Australia job search community with ❤️. Expertini's innovative AI research and development have contributed to a new awareness among job seekers in their pursuit of knowledge and have bridged the gap that is needed by talent acquisition across the Globe - Know more.

Get Your Score Here

Resume Score

Australian Jobs® - Ai Resume Scoring

Introducing Resume Score™ Tool, a unique innovation from Australian Jobs. Our AI-powered tool instantly evaluates your Resume/CV for the job role: Client Onboarding Specialist - Private Wealth - 12-month initial contract. Get valuable insights in seconds.

Australian Jobs

Client Onboarding Specialist Private Wealth 12 month initial contract Job in Sydney Recruiting by Anton Murray Consulting

Client Onboarding Specialist - Private Wealth - 12-month initial contract

🔖 Full Time

Download Job Details

Melbourne, Sydney
Wealth Management
Contract or Temporary

Our client is a leading Private Wealth Manager seeking an experienced Client Onboarding / KYC candidate to join their team for an initial 12 month contract in either Sydney or Melbourne.

This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm’s global standards and any additional local regulatory requirements.

The ideal candidate will have Private Banking & Wealth Management Onboarding understanding for UHNW / HNW and Trusts working in a Compliance / AML function or has onboarding experience at another top-tier global Bank. The team owns the front to back process for onboarding clients. The team covers a domestic private wealth management client base that consists of individual, joint, trusts and an expanding client base of funds and subsidiaries of listed companies.

The responsibilities will vary upon the experience of the successful candidate:

Review documentation from Sales which includes the Client Identification Program (CIP) documents, Account Opening Documents and other documents as required by global and local policy. Communicate timely and effectively to Sales on missing documentation, inconsistent information and incorrect data capture in the onboarding platform.
Escalate regulatory concerns or exceptions to the Manager for further review and discussion; conduct Enhanced Due Diligence where necessary. Submit accounts with high-risk triggers or high-risk accounts for Global Financial Crimes (GFC) signoff.
Review and validate the accuracy of values that impact client’s ML / TF risk, such as Source of Wealth (SoW) and Total Net Worth.
Continuous and active engagement with Sales teams to share KYC and ML / TF guidance, with the objective to improve the standard and quality of KYC and client due diligence
Ensure account opening documentation and relevant approval records are retained properly in internal database and monitor the receipt of any outstanding documentation within required timeframe.

Requirements:

Knowledge of account structures of various complexity.
Knowledge of trusts, charities and foundations a plus.
Knowledge of CIP requirements for onboarding High Risk clients a plus.
Excellent verbal and written communication skills.
Organized and detail oriented.
Self-motivated and enthusiastic.
We need staff who if they don’t have direct experience with detailed SOW etc they do at least understand the associated risks and importance of this work (i.e. what types of red flags do we look out for, what types of industries do you think would be considered high risk). Knowledge of more complex entities at a base level needed I think, especially trusts.
Outside base technical skills we need to find ‘’problem solvers’’, people with the right attitude, energy and ability to see a challenge and whilst they may not know the answer have the skills to go about trying to find them.

Education and/or Experience:

Bachelor’s degree required or equivalent education or experience.
3-6 years plus relevant working experience in the financial services industry. Candidates with less experience may be considered.
Ideally with previous experience in Compliance or Risk within a private bank or onboarding in a top-tier bank.

Apply Now

Rate or Report This Job

If you feel this job is inaccurate or spam kindly report to us using below form.
Please Note: This is NOT a job application form.

Are you searching for a Client Onboarding Specialist Private Wealth 12 month initial contract job in Sydney?

Great News! We've discovered an exciting live job opportunity for a Client Onboarding Specialist - Private Wealth - 12-month initial contract position in Sydney. This job is currently open for hiring/recruiting by Anton Murray Consulting, exclusively for you at Australian Jobs. Feel free to download the job details here.
What is the work culture like at Anton Murray Consulting?

The work culture at Anton Murray Consulting must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Anton Murray Consulting and also by visiting their official website through Google.
Wondering about the intrinsic value of sustainable urbanization in Sydney?

The World Cities Report 2020 sheds light on the intrinsic value of sustainable urbanization in Australia, particularly within Sydney. It explores this value from economic, social, and environmental angles, encompassing the intangible aspects that contribute to Sydney's distinct character. Moreover, the report delves into the role of innovation and technology, the responsibilities of local governments, targeted investments, and the effective implementation of the New Urban Agenda in promoting sustainable urbanization globally. For a deeper dive into population growth trends and diversity in Sydney, additional details can be found on Sydney Wikipedia.
Is Anton Murray Consulting hiring in Sydney?

Yes, we found live job(s) for Anton Murray Consulting in Sydney.
Are there any jobs for Client Onboarding Specialist - Private Wealth - 12-month initial contract in Australia?

Client Onboarding Specialist - Private Wealth - 12-month initial contract jobs are available in Australia.
Curious about the cost of living in Sydney compared to other cities in Australia? Uncover the details!

Exploring the cost of living in Sydney. At Expertini.Com for Sydney , we gauge it based on the percentage of earnings to living costs, typically ranging from 33% to 65% of your monthly income. This analysis empowers you to make informed decisions about your financial planning and lifestyle. Additionally, we recommend consulting with locals before making any moves to a new town.
What is the average salary range for Client Onboarding Specialist - Private Wealth - 12-month initial contract in Sydney?

The average salary range for Client Onboarding Specialist - Private Wealth - 12-month initial contract in Sydney varies, but the standard pay scale is rated "Standard" in Sydney. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
How can I apply for a job at Anton Murray Consulting?

To apply for a job at Anton Murray Consulting follow the application process following the "Apply Now" button at Australian Jobs and also you can visit Anton Murray Consulting official career page and follow their application process.
What are the key qualifications for Client Onboarding Specialist - Private Wealth - 12-month initial contract?

Key qualifications for Client Onboarding Specialist - Private Wealth - 12-month initial contract typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
How can I set up job alerts for Client Onboarding Specialist - Private Wealth - 12-month initial contract in Sydney?

You can set up job alerts for Client Onboarding Specialist - Private Wealth - 12-month initial contract in Sydney by creating a free job alerts on Australian Jobs. Our Ai system will automatically notify you when new job listings matching your criteria become available.
What types of benefits are offered for Client Onboarding Specialist - Private Wealth - 12-month initial contract positions?

Benefits for Client Onboarding Specialist - Private Wealth - 12-month initial contract positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
Are there any remote job opportunities for Client Onboarding Specialist - Private Wealth - 12-month initial contract?

Not all jobs have remote job opportunities available. However, nowadays, many companies offer remote work options. You can find remote job listings for Client Onboarding Specialist - Private Wealth - 12-month initial contract on Australian Jobs.
How can I improve my chances of getting hired for Client Onboarding Specialist - Private Wealth - 12-month initial contract?

To improve your chances of getting hired for Client Onboarding Specialist - Private Wealth - 12-month initial contract, consider improving your skills. Also, make sure to check your Resume/CV Score with our free Resume Scoring Tool. Additionally, it is worth noting that Australian Jobs has an in-built Ai Resume Scoring tool that will give you the matching score for each job based on your Resume/CV once it is uploaded. This can also help you align your Resume/CV according to the job requirements and enhance your skills if you fall short of them.