KYC Analyst

Gmassconsulting; Greater London; Hybrid; GBP 25,000 - GBP 30,000; Full time

Job summary

A consulting firm is seeking a candidate for a role in the Wealth Management sector based in London. The position offers the chance to thrive in regulatory compliance while working closely with clients to provide tailored solutions. Responsibilities include managing client requests, analyzing project scopes, nurturing relationships, and leading meetings. Ideal candidates will have 1-3 years of experience in Wealth Management, strong communication skills, and the ability to manage priorities in a fast-paced environment. Salary starts at £30k with initial 6-months duration.

Qualifications

• 1-3 years of proven experience in a Wealth Management environment.
• Understanding of financial services firms and investment management operations.
• Familiarity with KYC constitutional documents including onboarding.
• Exposure to derivatives trading (preferred).

Responsibilities

• Serve as the primary point of contact for multiple client requests.
• Analyse project scopes and plans to enhance efficiency.
• Build and maintain strong working relationships with cross-functional teams.
• Lead client-facing meetings, presenting progress updates.
• Proactively identify operational gaps and implement solutions.
• Support long-term client retention by nurturing strategic relationships.
• Review and interpret financial and legal documentation.
• Quickly gain expertise in proprietary tools and client processes.
• Collaborate with clients to understand emerging needs.

Skills

Strong communication skills

Exceptional presentation expertise

Ability to handle pressure

Job description

G MASS Consulting are supporting a high-profile institutional client within the investment and wealth management space. The candidate will have the opportunity to thrive in the regulatory compliance space, leveraging exceptional technology as an accelerator.

This is an exciting opportunity, to gain exposure to industry challenges and partnering with customers/clients to understand their needs, address concerns and provide solutions. It will be a fast paced role with the change to accelerate your career within a growing team.

This role is located in London, and you will be required to go to the office 2x a week.

Responsibilities

• Serve as the primary point of contact for multiple client requests, ensuring all deliverables are completed accurately and on schedule.
• Analyse project scopes and plans, offering insights to enhance efficiency and drive continuous process improvements.
• Build and maintain strong working relationships with internal cross-functional teams and external vendors to support successful project execution.
• Lead client-facing meetings, presenting progress updates, highlighting key milestones, and addressing any roadblocks or risks.
• Proactively identify operational or procedural gaps and work collaboratively to implement effective solutions.
• Support long-term client retention by nurturing strategic relationships with stakeholders and key business partners.
• Review and interpret financial and legal entity documentation from a variety of industries and data sources.
• Quickly gain expertise in proprietary tools and client-specific processes, demonstrating adaptability in complex project environments.
• Collaborate with clients to understand emerging needs, develop strategies, and design or refine workflows to meet evolving regulatory or operational requirements.

Requirements

• 1-3 years of proven experience in a Wealth Management environment.
• Understanding of financial services firms and investment management operations.
• Familiarity with KYC constitutional documents including onboarding.
• Exposure to the derivatives trading (preferred).
• Strong communication skills with exceptional presentation expertise.
• Ability to handle pressure and manage conflicting priorities.

Benefits

Salary: £30k

Length: Initial 6-months, with a view to being made permanent internally