07 Sep
|
LGT Crestone Wealth Management
|
New South Wales
07 Sep
LGT Crestone Wealth Management
New South Wales
LGT Wealth Management is seeking a Team Leader to establish and run the Client Onboarding function within Front Office Advisory in Sydney. You will drive processes, build and coach a high-performing team, and ensure compliant onboarding delivery.
Reporting to the National Associate Manager, you will oversee KYC/AML/CTF, due diligence, and engagement with Advisers, Operations and Financial Crime to maintain first-line defense and continuous improvement through technology and AI-enabled tools.
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📌 Client Onboarding Lead – KYC/AML & Process Excellence (New South Wales)
🏢 LGT Crestone Wealth Management
📍 New South Wales