Head of CLM – Private Banking

Compliance Professionals; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading Private Bank in London is seeking a Head of Client Lifecycle Management to lead their team in managing the client onboarding process. The ideal candidate will have strong experience in wealth management, extensive knowledge of local regulations, and be able to commit to working five days a week in the office. Responsibilities include managing client data, overseeing compliance processes, and delivering training to staff.

Qualifications

• Strong experience within a Wealth Manager or Private Bank.
• Solid hands-on experience across the full client lifecycle including onboarding.
• Extensive hands-on experience managing client onboarding across multiple jurisdictions.

Responsibilities

• Lead and manage the Client Lifecycle Management team.
• Provide accurate and timely onboarding guidance to front office teams.
• Ensure prioritisation aligns with business requirements.

Skills

Client lifecycle management

Wealth management

Team management

Regulatory compliance

KYC reviews

Job description

THE COMPANY

We are working with a Private Bank with a Global Presence in their search for a Head of Client Lifecycle Management. The London office provides wealth management and investment services to high-net-worth individuals and institutional clients, operating as part of a wider global network. The client is based in the West End and require 5 days a week in the office.

RESPONSIBILITIES

• Lead and manage the Client Lifecycle Management (CLM) team to ensure effective prioritisation and support for business needs.
• Provide accurate and timely onboarding guidance to front office teams for both prospects and existing clients.
• Oversee the flow of new accounts, ensuring prioritisation aligns with business requirements.
• Maintain and update client static data, bank forms, and tax documentation throughout the client lifecycle (e.g. new accounts, address changes, authorised signatory updates, periodic review amendments).
• Ensure the timely processing of signature verification, e-banking access requests, and other client instructions.
• Manage periodic uploads to internal systems and oversee the checking and archiving of original client documentation.
• Own and maintain relevant internal manuals and documentation relating to client lifecycle and compliance processes.
• Act as the primary point of contact for new account and product setup within the London office.
• Prepare and deliver management information for relevant committees and stakeholders.
• Provide compliance and financial crime advisory input and subject matter expertise for relevant tasks and change initiatives.
• Deliver CLM-related training to front office staff and other key stakeholders.
• Provide additional support for client workflows during team absences.
• Support internal and external reviews and audits related to CLM processes.
• Manage or support ad hoc projects to remediate data and improve processes.
• Maintain awareness of regulatory principles (e.g. FCA Consumer Duty) and proactively identify and escalate any concerns impacting client outcomes.

EXPERIENCE REQUIRED

• Strong experience within a Wealth Manager or Private Bank.
• Solid hands-on experience across the full client lifecycle — including onboarding, periodic reviews, ongoing maintenance, and offboarding.
• Extensive hands-on experience managing client onboarding across multiple jurisdictions, with a solid understanding of local regulatory requirements and cross-border complexities.
• Proven experience in conducting tailored due diligence, including standard, enhanced, and ongoing KYC reviews, depending on client risk profile and type (HNWIs, corporates, trusts, and intermediaries).
• Team management experience is highly desirable.
• Ability to commit to 5 days a week in the office.

For further information please contact Jordan White