ARM, European Private Bank
Core
Manage end-to-end client onboarding, execute KYC/AML protocols, handle daily transactional processing, and support investment advisers with portfolio review packages.
Role type
Private Bank Operations Specialist
Builds
Client onboarding workflows, transaction settlements, and investment proposal packages
Domain
Private Banking / Wealth Management
Required skills
Client onboarding, KYC execution, AML reviews, transactional processing, securities transfers, cash settlements, corporate actions, margin call tracking, client profile management, pitch deck preparation, portfolio review packages
Preferred skills
Regional private banking certifications, local regulatory licenses, wealth management banking platforms, structured portfolio administration tools
Technologies
Private banking platforms, portfolio administration tools
Responsibilities
Manage end-to-end client onboarding, execute Know Your Customer (KYC) protocols, perform periodic Anti-Money Laundering (AML) reviews, handle daily transactional processing including payments and securities transfers, partner with Investment Advisers to prepare tailored marketing pitch decks and portfolio review packages, maintain precise and compliant client profile records
Seniority
Mid-level, operational IC