Client On-Boarding Manager

Share on email
Share via Email
Share on linkedin
Share on Linkedin

On-Boarding Manager

Reports to the Banking Relationship Support Manager

The purpose of this position is to manage the day to day operations of the On-boarding team.


Key responsibilities:

  • Review the opening of new client bank accounts and any subsequent accounts
  • Ensure the preparation, review and submission of applications are made within the agreed time lines of the SLA
  • Act as a point of contact for banks, keeping up to date with regulations and system changes
  • Assist in the develop and maintenance of the on-boarding procedures and framework
  • Attend on-boarding calls and meetings
  • Supervise and assist in the training and development of staff
  • Participate in the appraisal process for members of staff


Skills, knowledge, expertise:

  • Positive and proactive approach
  • Over 5 years previous on-boarding or banking experience
  • Good understanding of fund structures.
  • Experience leading a team
  • Knowledge of the tools and techniques of account opening and AML/CDD requirements
  • Strong attention to detail
  • Computer literacy skills and interpersonal skills are essential
  • Good interpersonal skills are required to develop close working relationships with colleagues and business contacts
  • Fluent in French


We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and be great with people, as close working relationships between our colleagues and clients is at the heart of what we do. “For all accepted offers of employment with Aztec Financial Services (Luxembourg) S.A, candidates will be required to complete pre-screening requirements, including providing a criminal record certificate (extrait de casier judiciaire).”



Share on email
Share via Email
Share on linkedin
Share on Linkedin