Experience-driven Client Onboarding Professional

Há 22 horas


São Paulo, São Paulo, Brasil beBeeOnboarding Tempo inteiro R$70.000 - R$120.000
Client Onboarding Specialist

We are seeking an experienced Client Onboarding Specialist to join our team in Sao Paulo. The ideal candidate will have a strong background in onboarding institutional clients and possess excellent analytical and problem-solving skills.

About the Role

The Client Onboarding Specialist will be responsible for executing processes and controls in a timely and accurate manner, dealing with client documentation, performing sanctions/AML verification, and providing input and maintenance of onboarding information at Sinacor.

Key Responsibilities
  • Execute processes and controls in a timely and accurate manner.
  • Deal and analyze client documentation.
  • Perform sanctions/AML verification.
  • Provide input and maintenance of onboarding information at Sinacor.
Requirements

To be successful in this role, you will need:

  • 3 or more years of experience in onboarding institutional clients.
  • Sinacor/Sincad experience.
  • Advanced English skill.
  • Bachelors/university degree or equivalent in Business Administration or Law.
  • PQO Certification (Cadastro).
What We Offer

We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive compensation package.

About Us

We are a leading global wealth manager with a presence in over 50 countries. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.



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