Global Wealth Management (GWM) is part of the Asset & Wealth Management business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world.
The Onboarding Officer Team forms part of the wider Client Onboarding team, with a particular focus on ensuring adherence to regulatory Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. Key priorities of the OnBoarding Officers department include the review of client documentation at account opening, the maintenance of data in a variety of systems, regular review of existing client files and processing of any ad hoc changes requested by clients.
The jobholder will be responsible for the Account maintenance process, ensuring the right level of resources is allocated by market and volumes prioritized accordingly based on the defined procedure.
The jobholder will work in a fast paced environment where prioritization is key to succeed.
Principal Accountabilities: Key activities and decision making areas
Client / Customer focus
Teamwork & Leadership
Risk, Control & conduct
Background Expected Skills and values
Expected Skills and values
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