CDD Team Lead – Client Onboarding & Risk

LGT Group; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Greater London is seeking a Client Due Diligence Manager to lead the CDD team and ensure the delivery of high-quality client onboarding services. The role requires strong analytical and management skills, along with a thorough understanding of regulatory requirements. The ideal candidate will have substantial experience in the wealth management industry and a willingness to implement improvements. This position offers opportunities for professional growth in a dynamic environment.

Qualifications

• Strong experience in Wealth Management industry including Front Office and Operational business requirements.
• Ability to collect, organise, analyse and disseminate significant amounts of information accurately.
• Knowledge of regulatory and reporting requirements essential.

Responsibilities

• Lead the Client Due Diligence team to ensure timely completion of tasks.
• Maintain oversight and ensure productivity and SLA targets are met.
• Regularly review and enhance Client Due Diligence procedures.

Skills

Wealth Management expertise

Analytical skills

Client service

Communication skills

Attention to detail

Proven management skills

Education

Degree in accounting, finance or related field

Tools

FNZ's Figaro system

Salesforce

SmartSearch

Job description

A leading wealth management firm in Greater London is seeking a Client Due Diligence Manager to lead the CDD team and ensure the delivery of high-quality client onboarding services. The role requires strong analytical and management skills, along with a thorough understanding of regulatory requirements. The ideal candidate will have substantial experience in the wealth management industry and a willingness to implement improvements. This position offers opportunities for professional growth in a dynamic environment.