Client Onboarding Lead – Financial Services (London)

Puma Investments; Greater London; In loco; GBP 85.000 - 110.000; Tempo pieno

Descrizione del lavoro

Puma Investments is seeking a Client Onboarding Manager to lead our onboarding team in London, overseeing the end-to-end onboarding journey for clients investing across Puma’s product range. You will ensure a seamless onboarding experience for retail investors and financial intermediaries, working cross-functionally to support fundraising objectives.

You will drive continuous improvement by digitising and automating processes, ensuring regulatory compliance and maintaining high service

Competenze

• Demonstrable experience in a client facing role within Asset Management or Financial Services.
• Experience managing end-to-end client onboarding including AML/KYC and SLA management.
• Proven track record of resolving client queries via email and phone, confidentially.
• Knowledge of tax-efficient investment sector beneficial.
• Ability to prioritise and oversee team workloads.
• Strong attention to detail and accountability.
• Excellent communication at all levels and with external stakeholders.
• IMC or IOC qualified, or willing to obtain a relevant industry qualification.

Mansioni

• Line management of onboarding team, with goal setting, performance management, coaching and development.
• Oversee day-to-day workloads, service levels and regulatory requirements.
• Own end-to-end onboarding journeys across Puma products and services.
• Handle escalated onboarding cases, complex queries and issues.
• Oversee AML, KYC, Sanctions and CDD activities.
• Provide guidance on onboarding requirements and due diligence.
• Respond to investor and adviser queries in a timely, professional manner.
• Review and process legal documentation for investors and trusts.
• Maintain accurate client and investor records across systems.
• Support recruitment, training and development of new team members.
• Monitor onboarding performance, volumes and SLAs; identify risks.
• Drive continuous improvement of onboarding processes, systems and controls.
• Analyze stakeholder feedback to improve service delivery.

Conoscenze

Line management

AML/KYC

SLA management

Stakeholder management

Investor knowledge

Communication

Attention to detail

Process improvement

Formazione

IMC or IOC

Strumenti

Word

Excel

PowerPoint

Outlook

Descrizione del lavoro

Puma Investments is seeking a Client Onboarding Manager to lead our onboarding team in London, overseeing the end-to-end onboarding journey for clients investing across Puma’s product range. You will ensure a seamless onboarding experience for retail investors and financial intermediaries, working cross-functionally to support fundraising objectives.

You will drive continuous improvement by digitising and automating processes, ensuring regulatory compliance and maintaining high service