AVP, Client Onboarding Specialist, Wealth Management

vor 4 Wochen

Duppach, Deutschland 0871 Deutsche Bank Luxembourg S.A. Vollzeit

About the Role

We are seeking an experienced Client Onboarding and KYC Specialist to join our Wealth Management team in Luxembourg. As a key member of our team, you will be responsible for successfully onboarding new clients, completing KYC reviews, and establishing credibility and trust with our clients.

Key Responsibilities:

  • Be the primary contact point for client relationship managers to ensure appropriate advice and support for client onboarding and KYC review
  • Determine the relevant forms and assess the AML and tax-related documentation needs for your book of work
  • Interact with clients and their representatives during the onboarding stage and KYC process
  • Prepare client onboarding and KYC reviews of complex structures, including static data setup, screening, risk assessment, etc.
  • Perform Quality Assurance/Checks on cases compiled by other team members
  • Complete periodic or event-driven client reviews in line with KYC policies and regulatory framework within deadlines and escalate where required to senior management
  • Own overarching subject matter expert tasks, such as systems, procedures, MI, KPIs, etc., and drive continuous process improvement initiatives

Requirements:

  • At least 3-5 years of experience in complex onboarding/KYC/AML environments
  • Solid knowledge of relevant AML laws and regulations
  • Acquired understanding of bank policies, processes, and services
  • Good problem-solving skills, multitasking, and attention to detail
  • Strong teamwork and organizational skills, ability to work under strict deadlines
  • Client-centric, excellent communication, and analytical skills
  • Positive attitude, solution-oriented, and dynamic working approach
  • Specialist knowledge of QI/FATCA, CRS, process, or project management is an advantage
  • Excellent English language skills, other languages are an advantage

This is an excellent opportunity for personal and professional development within a collaborative team in an international environment and interacting with highly motivated colleagues across the globe.

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