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Onboarding & Periodic Review Executive

Guernsey

Full Time
Permanent
Agency Listing
Finance

Join a global financial services firm supporting the compliant onboarding and periodic review of private banking clients.

Responsibilities:

⭐ Conduct risk assessments and review client due diligence for onboarding

⭐ Prepare and present cases to the Business Acceptance Committee

⭐ Review FATCA/CRS documentation and PEP/media screening

⭐ Oversee periodic reviews of existing clients in line with AML/CTF standards

⭐ Maintain and update client records and static data

What you’ll need:

⭐ 2+ years’ experience in onboarding or client review in financial services

⭐ Strong knowledge of CDD/KYC for individuals, corporates, and trusts

⭐ Excellent attention to detail and communication skills

⭐ Proficient in Microsoft Office and client onboarding systems

Why join?

⭐ Be part of a prestigious, people-focused firm with global reach, a collaborative environment, and a strong commitment to compliance excellence

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