Asset Management Client OnBoarding Associate Asset Management Client OnBoarding Associate …

Maldon Partners
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
£35,000 - £42,000
Maldon Partners
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
£35,000 - £42,000
An Exciting opportunity has arisen for a Top Tier Client OnBoarding Candidate to join a Prestigious Boutique Investment Management Firm based in The West End.

Maldon Partners are recruiting a Client OnBoarding Associate on a permanent basis for a Boutique Investment Management firm based in the West End.

The firm has c100 employees in London with additional global offices in New York, Hong Kong, Boston and Singapore and is known for hiring top tier candidates only.

The firm provides its clients with long-term multi-asset investment approaches and prides itself on its market leading performance.


The Role:

Due to its increased growth the firm is looking for someone to assist in all activities relating to onboarding new client accounts. The right candidate will play a key role in maintaining the firms high standards and ensuring that the client’s experience is always positive. The role has a broad remit and involves working with a wide range of teams within the organisation, including the client services team, legal and compliance, and senior members of the investment teams across London, Singapore, Hong Kong and Paris.


Responsibilities will include but not be limited to:

  • Work with members of the client services team and the compliance team to onboard new client accounts.
  • Attend client meeting in order to discuss AML/KYC requirements
  • Carrying out AML/KYC checks
  • Perform PEP and sanction screening
  • Internal and 3rd party (custodian, brokerage) account set up
  • Work with the manager responsible for account onboardings on the implementation of initiatives to increase operational efficiency.
  • Facilitate account restructurings and ensuring all necessary documentation is in place.
  • Assist with the population and development of internal client information databases and Tax Reporting (CRS/FATCA/DAC6).
  • Monitor KYC documentation and when documentation refreshes are required. This involves working closely with and providing guidance to the wider client services team.
  • Ensure that regulatory and compliance rules are adhered to, especially around KYC and AML.


Experience Required:

In order to apply for the Client OnBoarding role you MUST have:

·1-3years OnBoarding experience gained within an Asset Management, Investment Management, Private Bank or Hedge Fund Firm is ESSENTIAL

·A strong understanding of FCA rules and regulations relating to complex account structures (trusts and investment companies)

·A minimum of a 2.1 Degree from a Top Tier University and A-B grades at A-level

·A* or A Grade GCSE Maths (this will be tested)

·Additional languages are useful

·Excellent knowledge of MS Office skills in Word, Excel and PowerPoint



The Client OnBoarding role has a base salary of c£35,000 – £42,000 depending on experience and is based in the West End of London. The company also offers an excellent package and bonus scheme.


*Please note that only candidates who meet the above criteria will be contacted.