Team Leader – Client Onboarding

About the role

The Team Leader will establish and run the Client Onboarding function within Front Office Advisory, ensuring compliant, efficient onboarding of new clients and accounts. This is a fixed‑term position reporting to the National Associate Manager.

Key responsibilities

• Define and embed onboarding processes, workflows and service standards.
• Lead, recruit and develop a team of Client Onboarding Associates.
• Oversee KYC, AML/CTF, customer due diligence and regulatory compliance for all onboarding submissions.
• Collaborate with Advisers, Operations and Financial Crime to resolve queries and improve onboarding quality.
• Drive continuous improvement, leveraging technology, automation and AI tools.

Required profile

• Experience in client onboarding, operations or client services within a regulated financial services environment.
• Proven ability to apply KYC, AML/CTF and due‑diligence requirements in wealth management or private banking.
• Strong leadership, coaching and team‑development skills.
• Excellent attention to detail, communication and stakeholder‑management abilities.

Required skills

• KYC and AML/CTF compliance
• Client onboarding processes
• Risk‑based assessment of complex ownership structures