Summary

This junior wealth management operations role supports client onboarding for high net worth individuals, families, family offices and foundations in London. The analyst will manage account-opening processes, work with advisors and control teams, and improve onboarding practices across the private wealth management business.

Responsibilities

• Plan and manage new account onboarding processes
• Coordinate client onboarding with private wealth advisors
• Engage clients throughout the account-opening process
• Assess client structures and jurisdictional requirements
• Apply regulatory requirements and internal policies
• Identify efficiencies and establish onboarding best practices
• Liaise with compliance, legal and operations teams