Client Onboarding Specialist - Wealth Management Platform
CLIENT BACKGROUND
A leading wealth management platform is expanding its onboarding function and is looking for an experienced Client Onboarding Specialist to support professional and institutional clients. This role focuses on delivering a smooth, compliant, and high‑quality onboarding experience across a range of client structures.
You will work closely with internal stakeholders across onboarding, compliance, operations, and technology to ensure client accounts are set up accurately and efficiently.
JOB RESPONSIBILITY
- Manage end‑to‑end client onboarding for professional and institutional clients, including complex entity structures and underlying beneficial owners
- Collect, review, and validate onboarding documentation such as identification documents, proof of address, incorporation materials, ownership charts, mandates, and signing authorities
- Perform KYC / AML checks on entities and individuals, including sanctions and PEP screening, source of wealth/funds assessment, and client risk profiling
- Handle tax documentation requirements, including FATCA, CRS, and relevant US tax forms
- Support periodic KYC reviews and documentation refreshes in line with internal policies
- Ensure onboarding files are accurate, complete, and audit‑ready
- Coordinate account setup and operational requirements with internal teams and external service providers where required
- Respond to client and stakeholder queries in a professional and timely manner
- Contribute to ongoing improvements of onboarding processes and workflows
JOB REQUIREMENTS
- 5+ years of experience in client onboarding, KYC/AML, client operations, or compliance support
- Strong exposure to onboarding professional or institutional clients
- Solid understanding of AML/KYC standards, sanctions screening, and regulatory documentation
- Experience handling complex client structures and beneficial ownership reviews
- Familiarity with onboarding systems, KYC platforms, CRM, or document management tools
- Background in wealth management, private banking, asset management, custody, or related platforms preferred
- Detail‑oriented, proactive, and comfortable working in a fast‑paced environment
- Stable profile
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your cv so you can be considered for roles that have yet to be created.
Yes, we help with cv and interview preparation. From customised support on how to optimise your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.