Onboarding & Client Data Specialist - Hybrid

W1M Wealth & Investment Management; Greater London; Hybrid; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Career development

Autonomy and impact

Job summary

W1M Wealth & Investment Management is hiring for a Client Lifecycle role focused on onboarding and ongoing data management within a regulated wealth environment. The role collaborates with Front Office, Operations and Compliance to ensure a seamless client journey.

You will manage end-to-end onboarding across Private Clients, Trusts, Companies, SIPPs and Charities, while maintaining data integrity and ensuring regulatory compliance.

Qualifications

• Experience in client onboarding, AML/KYC, or client data in Wealth/Asset Management (or financial services).
• Strong attention to detail and organisational skills.
• Ability to communicate effectively with colleagues and stakeholders.

Responsibilities

• Oversee end-to-end client onboarding for Private Clients, Trusts, Companies, SIPPs and Charities.
• Maintain accurate client static data across core systems for regulatory and reporting needs.
• Perform AML/KYC reviews and ensure compliance with FATCA, CRS, MiFID II and US QI obligations.
• Coordinate onboarding and lifecycle requests via Nintex and other workflow tools.
• Collaborate with Compliance, Front Office and Operations to resolve queries and improve processes.

Skills

AML/KYC

Data management

Attention to detail

Communication

CRM systems

Workflow tools

Tools

Salesforce

Nintex

Dynamic Planner

Job description

W1M Wealth & Investment Management is hiring for a Client Lifecycle role focused on onboarding and ongoing data management within a regulated wealth environment. The role collaborates with Front Office, Operations and Compliance to ensure a seamless client journey.

You will manage end-to-end onboarding across Private Clients, Trusts, Companies, SIPPs and Charities, while maintaining data integrity and ensuring regulatory compliance.