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Account Opening Specialist

Location

Dublin

Category

Wealth Management

Job ID

2532

Job Type

Permanent

Salary

Not Disclosed

Job Description

I’m currently recruiting for an experienced Account Opening Specialist to join a wealth management firm in Dublin. This is a key first-line operational role supporting relationship managers.


Key Responsibilities:

  • Act as first line of defence for AML/KYC and source of wealth checks

  • Manage the end-to-end onboarding process in collaboration with relationship managers and Compliance

  • Prepare and oversee execution of account documentation

  • Perform enhanced due diligence and compile KYC analysis

  • Serve as the key point of contact between compliance and relationship managers

  • Ensure quality and timeliness in account openings with minimal rejection rates

  • Support continuous improvement by incorporating feedback from compliance and relationship manager

Requirements:

  • Strong experience in client onboarding within private banking, wealth management, or financial services

  • Deep knowledge of AML/KYC, Enhanced Due Diligence, and Source of Wealth requirements

  • Commercial awareness and client-centric mindset

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