Client Onboarding Team Lead – AML/KYC

Neo Talent; Sydney; On-site; AUD 160,000 - 210,000; Full time

Job summary

Neo Talent is seeking an experienced Client Onboarding Team Leader to establish a dedicated onboarding function within a wealth management environment. You will lead a small team, shape AML/KYC processes and provide technical guidance to Advisers and Associates to strengthen client onboarding outcomes.

Based in Sydney or Melbourne, with flexibility for exceptional candidates, the role offers hands-on leadership as the function matures and expands, requiring strong stakeholder management and

Qualifications

• Must have strong AML/KYC and client onboarding experience within wealth management.
• Proven people leadership capability with coaching and development of teams.
• Ability to assess complex onboarding matters and escalate when required.

Responsibilities

• Support establishment and development of the Client Onboarding function.
• Lead, coach and develop a team of Client Onboarding Associates.
• Provide technical guidance across AML/KYC and onboarding requirements.
• Manage and triage complex onboarding matters, escalating to Financial Crime when required.
• Collaborate with Advisers and Associates to ensure onboarding information is complete.
• Coach stakeholders on onboarding requirements, including Source of Wealth.
• Develop and improve onboarding processes, documentation, and ways of working.
• Support hands-on onboarding activities while building the team's capability.

Skills

AML/KYC

People leadership

Stakeholder management

Onboarding experience

Job description

Neo Talent is seeking an experienced Client Onboarding Team Leader to establish a dedicated onboarding function within a wealth management environment. You will lead a small team, shape AML/KYC processes and provide technical guidance to Advisers and Associates to strengthen client onboarding outcomes.

Based in Sydney or Melbourne, with flexibility for exceptional candidates, the role offers hands-on leadership as the function matures and expands, requiring strong stakeholder management and