Client Onboarding Team Lead – KYC/AML (Fixed-Term)

LGT Crestone Wealth Management Limited; Sydney; On-site; AUD 140,000 - 190,000; Full time

Job summary

LGT Wealth Management is seeking a Team Leader to establish and lead the Client Onboarding function within Front Office Advisory. You will drive KYC/AML compliance, ensure high-quality client submissions and build a high-performing team of onboarding associates.

Reporting to the National Associate Manager, you will collaborate across Advisers, Operations and Financial Crime, embedding best-practice processes and leveraging AI-enabled tools to improve speed and accuracy of onboarding.

Qualifications

• Experience in client onboarding, operations or client services within a professional environment.
• Practical understanding of onboarding risk indicators — complex ownership structures, source of wealth/funds, PEPs, sanctions and adverse media.
• Experience applying KYC/AML/CTF requirements in financial services, wealth management or a similarly regulated environment.
• Experience leading, coaching and developing teams.
• Strong attention to detail, communication and stakeholder management in a fast-paced environment.
• Relevant tertiary qualification in Business, Commerce or a related field (preferred).

Responsibilities

• Lead the establishment and ongoing development of the Client Onboarding function within Front Office Advisory.
• Define and embed operating processes, workflows and service standards for onboarding delivery.
• Build, lead and develop a team of Client Onboarding Associates, including recruitment as the function grows.
• Set clear expectations, ways of working and performance standards across the team.
• Oversee onboarding documentation, ensuring KYC/AML and due diligence requirements are met.
• Collaborate with Advisers, Operations and Financial Crime to support timely risk-based onboarding decisions.
• Drive continuous improvement in onboarding processes and champion AI-enabled tools.
• Provide day-to-day leadership, coaching and workload management for the team.

Skills

Client onboarding

Team leadership

KYC/AML knowledge

Stakeholder management

Process improvement

AI-enabled tooling

Education

Business/Commerce degree (preferred)

Tools

KYC systems

Job description

LGT Wealth Management is seeking a Team Leader to establish and lead the Client Onboarding function within Front Office Advisory. You will drive KYC/AML compliance, ensure high-quality client submissions and build a high-performing team of onboarding associates.

Reporting to the National Associate Manager, you will collaborate across Advisers, Operations and Financial Crime, embedding best-practice processes and leveraging AI-enabled tools to improve speed and accuracy of onboarding.