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Join a leading global financial services firm renowned for its strong presence in wealth management, investment banking, and capital markets.This role focuses on conducting due diligence for Private Wealth Management (PWM) products within the financial services sector.
The Analyst role in the investment bank requires expertise in managing community-focused projects and ensuring effective collaboration within the corporate engagement department.
Our client is seeking a high-caliber Graduate Investment Analyst to support the Founder (CIO & PM) across investment research, analysis, and portfolio monitoring. The analyst will work closely with the Founder, gaining broad exposure across the full investment lifecycle.This is a hands-on role with significant learning opportunities and responsibility from day one.
This Client Onboarding Officer will supports the Client Onboarding team of a Swiss private bank by reviewing source‑of‑wealth details, conducting customer due diligence, and approving non‑high‑risk account openings in line with strict KYC and AML/CFT standards. It also collaborates with the Team Head with workflow management, documentation checks, and continuous process improvements and work with internal stakeholders.
Market Risk Analyst - Well-known Private Bank
Our client is a top American Private Bank and they are looking for a KYC Analyst to join their private wealth management KYC/ client onboarding team to handle new client onboarding, periodic review, trigger event for high net worth clients. The candidate should have 1-3 years of working experience in onboarding, periodic review, KYC/CDD for HNW clients within private banking industry, fresh graduates with relevant KYC intern experience are also welcomed.
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