KYC & Compliance Analyst — Wealth Management

G MASS Consulting

Greater London

Hybrid

GBP 36,000 - 44,000

Full time

14 days+
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Job summary

G MASS Consulting is seeking a candidate for an exciting role within the investment and wealth management space. You will serve as the primary point of contact for client requests, collaborate with teams, and build strong relationships while addressing operational gaps.

The position requires at least 2 years of experience in Wealth Management, along with exceptional communication and presentation skills. The office is located in London, requiring attendance 2x a week and offering a salary of up to £40k.

Qualifications

  • 2+ years of proven experience in a Wealth Management environment.
  • Familiarity with KYC constitutional documents including onboarding.
  • Exposure to derivatives trading is preferred.

Responsibilities

  • Serve as the primary point of contact for multiple client requests.
  • Analyse project scopes and plans to drive process improvements.
  • Build and maintain strong working relationships with teams and vendors.
  • Lead client-facing meetings and present progress updates.
  • Identify operational gaps and implement effective solutions.
  • Support long-term client retention and nurture strategic relationships.

Skills

Wealth Management experience
Strong communication skills
Presentation expertise
Understanding of investment management operations
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

  • 2+ 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: up to £40k

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

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