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Operations Officer - Private Wealth Management

Caravel Search
Closing date
18 Sep 2021

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Our client, a European wealth manager and financial planning business, seeks an Operations Officer for their London Office.

The Operations Officer (Onboarding Team) is responsible for the preparation and completion of all paperwork relating to the setting up of a New Business or Additional Investment of a client. The officer will ensure that all the areas involved in Onboarding are in line with the firm's compliance and KYC requirements, as well as product provider requirements.

The ideal candidate will have a minimum of 5 years of experience in onboarding, dealing with HNWIs in private banking or wealth management.

Package dependent on experience, including a competitive basic salary and opportunity to participate in the company's discretionary bonus scheme
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