Wealth Onboarding & KYC Risk Specialist

Schroders; Greater London; On-site; GBP 60,000 - 85,000; Full time

Job summary

Schroders is seeking a Client Onboarding Specialist to manage end-to-end onboarding for Wealth Management clients, delivering a compliant, efficient client experience. You will perform risk-based due diligence, assess sources of wealth, and ensure robust KYC/AML controls across complex structures.

Working with Front Office, Compliance and Operations in our City of London HQ, you will own cases from initiation to completion, challenge gaps, document risk assessments, and drive improvements in the

Qualifications

• Relevant experience in Client Onboarding / KYC / AML within financial services.
• Strong knowledge of KYC, AML and financial crime risk.
• Experience assessing complex structures and ownership.
• Ability to identify red flags and escalate appropriately.
• Excellent attention to detail and written/verbal communication.

Responsibilities

• Manage client onboarding cases from initiation to completion, ownership of quality, risk assessment and timely progression.
• Conduct due diligence on High Net Worth Individuals, companies, trusts, foundations, charities and other complex structures.
• Review and assess KYC information, ownership and control structures, beneficial ownership and supporting evidence.
• Assess source of wealth and source of funds, ensuring explanations are credible and coherent.
• Identify and assess financial crime risks including PEPs, sanctions, adverse information, higher-risk jurisdictions and complex ownership structures.
• Undertake or support Enhanced Due Diligence (EDD) for higher-risk or complex relationships.
• Identify gaps, inconsistencies and red flags, undertake investigation, challenge and escalation.
• Complete clear, evidence-based client risk assessments, documenting risks and mitigations.
• Collaborate with Front Office, Compliance, Financial Crime, Operations and other stakeholders to progress cases.
• Maintain accurate onboarding records in line with policies and procedures.
• Support process improvements and Wider Client Lifecycle Management.

Skills

KYC expertise

AML risk assessment

Client onboarding

Stakeholder management

Analytical skills

Judgement & escalation

Job description

Schroders is seeking a Client Onboarding Specialist to manage end-to-end onboarding for Wealth Management clients, delivering a compliant, efficient client experience. You will perform risk-based due diligence, assess sources of wealth, and ensure robust KYC/AML controls across complex structures.

Working with Front Office, Compliance and Operations in our City of London HQ, you will own cases from initiation to completion, challenge gaps, document risk assessments, and drive improvements in the