Job Description
LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.
n
With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren't working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.
n
In **** we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
n
The Team Leader leads the establishment and ongoing delivery of the Client Onboarding function within Front Office Advisory — driving the onboarding operating model, embedding consistent processes, and building a high-performing team to support the onboarding of new clients and accounts.
n
As a first line of defence leader, the role is accountable for strong KYC, AML/CTF and customer due diligence outcomes, and for effective collaboration between Advisers, Associates, Operations and Financial Crime to support high-quality client submissions. The Team Leader leads a team of Client Onboarding Associates, developing capability and embedding a culture of quality, accountability and continuous improvement.
n
This role reports to the National Associate Manager.
n
Please note this is a fixed term contract.
n
Your responsibilities:
n
Function Leadership and Team Build
n
n
Lead the establishment and ongoing development of the Client Onboarding function within Front Office Advisory.
n
Define and embed operating processes, workflows and service standards for onboarding delivery.
n
Build, lead and develop a team of Client Onboarding Associates, including recruitment as the function grows.
n
Set clear expectations, ways of working and performance standards across the team.
n
n
Risk, Compliance and Onboarding Execution




n
n
Oversee preparation, coordination and validation of onboarding documentation, ensuring consistent execution of KYC, AML/CTF, customer due diligence and enhanced due diligence requirements.
n
Oversee the quality and completeness of client identification, verification, beneficial ownership, control structure, source of wealth/funds information, and compliance with FATCA/CRS and other regulatory requirements.
n
Support identification and escalation of higher-risk clients, complex structures, adverse media, sanctions or PEP matters per policy and procedure.
n
Work with Financial Crime and Operations to resolve KYC/AML queries, support timely risk-based onboarding decisions, and promote a strong first line of defence culture.
n
n
Stakeholder Engagement and Continuous Improvement
n
n
Act as key liaison between Front Office Advisory, Operations and Financial Crime, partnering with Advisers and Associates to improve onboarding quality and efficiency.
n
Drive continuous improvement in onboarding processes and champion technology, automation and AI-enabled tools.
n
Build onboarding capability through coaching, training and knowledge sharing.
n
n
Team Management and Delivery Oversight
n
n
Provide day-to-day leadership, coaching and support to the team; oversee workload allocation, prioritisation and workflow management.
n
Monitor performance, quality and turnaround times, and support escalation of complex cases.
n
Drive accountability for first-time-right onboarding outcomes.
n
n
Your impact and contribution
n
Success in this role means: a scalable Client Onboarding function embedded within Front Office Advisory; consistent, compliant and efficient onboarding outcomes with strong first line of defence oversight; improved onboarding speed and reduced rework; a high-performing, well-supported Associate team; stronger collaboration across Front Office,



Operations and Financial Crime; and greater use of technology and AI to improve ways of working.
n
Your skills, experience and qualification
n
n
Experience in client onboarding, operations or client services within a professional environment.
n
Demonstrated experience applying KYC, AML/CTF and customer due diligence requirements in financial services, wealth management, private banking or a similarly regulated environment.
n
Practical understanding of onboarding risk indicators — complex ownership structures, source of wealth/funds, beneficial ownership, PEPs, sanctions and adverse media.
n
Experience reviewing onboarding submissions for quality, completeness and alignment with policy and regulatory expectations, applying a risk-based approach and escalating appropriately.
n
Experience leading, coaching and developing teams.
n
Solid attention to detail, communication and stakeholder management skills, with the ability to manage competing priorities in a fast-paced environment.
n
Relevant tertiary qualification in Business, Commerce or a related field (preferred).
n
n
Your role competencies
n
n
Guides and coordinates the work of a small onboarding team to ensure consistent delivery.
n
Applies KYC/AML requirements practically, with sound risk-based and commercial judgement.
n
Identifies incomplete, inconsistent or higher-risk onboarding information and escalates appropriately.
n
Coaches team members on KYC standards, documentation quality and first line financial crime responsibilities.
n
Engages effectively across Front Office, Operations and control functions.
n
Strong planning and organisational skills, with a continuous improvement mindset that embraces digital and AI-enabled tools.
n
n
LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
n
LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

📌 Team Leader - Client Onboarding Team (New South Wales)
🏢 LGT Crestone Wealth Management
📍 New South Wales