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Back to ResultsA new opportunity is available within the onboarding team of a well-established fiduciary and asset management business.
This role plays a key part in the formation and onboarding process for new trust and company clients, serving as the first point of contact with introducers, clients, and banks. The successful candidate will be responsible for managing the end-to-end onboarding process, including CDD, risk profiling, document preparation for trusts and companies, and bank account applications.
Applicants should have at least 3 years’ experience in a similar role within the financial services industry, with solid knowledge of Guernsey’s AML regulations and relevant trust/company law. Strong administrative and communication skills, attention to detail, and the ability to prioritise effectively are essential. Experience with onboarding processes, including interaction with introducers and regulatory frameworks, is required. Studying toward a professional qualification is advantageous but not essential.
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