Onboarding Team Lead - Wealth Management

Lgtwm; Sydney; On-site; AUD 140,000 - 190,000; Full time

Job summary

LGT Wealth Management in Australia is seeking a Team Leader, Client Onboarding to establish and lead a new onboarding function within Front Office Advisory. This fixed-term contract role offers the chance to shape operating practices and build a scalable onboarding model that supports our growth.

You will oversee KYC, AML/CTF, due diligence and onboarding decisions, coaching a team of Associates and partnering with Advisers, Operations and Financial Crime teams to deliver compliant onboarding

Qualifications

• Experience in client onboarding and onboarding governance in financial services.
• Strong knowledge of KYC, AML/CTF and due diligence requirements.
• Proven leadership and people management skills.
• Excellent stakeholder management and communication abilities.

Responsibilities

• Establishing and leading the Client Onboarding function, including team development, operational processes and service standards.
• Building, coaching and supporting a team of Client Onboarding Associates to deliver onboarding outcomes.
• Overseeing KYC, AML/CTF, customer due diligence and enhanced due diligence requirements across onboarding activities.
• Partnering with Advisers, Associates, Operations and Financial Crime teams to ensure timely, risk-based onboarding decisions.
• Driving continuous improvement, championing technology and AI-enabled solutions in onboarding.
• Embedding a culture of accountability, quality, collaboration and first-line risk management.

Skills

Team leadership

Client onboarding

Regulatory compliance

Stakeholder management

Communication

Organisational skills

Education

Tertiary qualifications in Business or Commerce

Tools

KYC software

AML/CTF tooling

Job description

LGT Wealth Management in Australia is seeking a Team Leader, Client Onboarding to establish and lead a new onboarding function within Front Office Advisory. This fixed-term contract role offers the chance to shape operating practices and build a scalable onboarding model that supports our growth.

You will oversee KYC, AML/CTF, due diligence and onboarding decisions, coaching a team of Associates and partnering with Advisers, Operations and Financial Crime teams to deliver compliant onboarding