At LGT Wealth Management , we help clients unlock the true value of their wealth. Combining deep local expertise with the global strength of the LGT Group, we deliver institutional-quality investment advice to high-net-worth families, family offices and purpose-driven organisations across Australia. We are driven by a client-first philosophy, long-term thinking and a commitment to excellence that spans generations.
An exciting opportunity has been created for a Team Leader, Client Onboarding to establish and lead a new onboarding function within Front Office Advisory. This is a unique chance to build a team, shape operating practices and create a scalable onboarding model that will support the future growth of our business. This role reports to the National Associate Manager and is offered as a fixed-term contract.
What you'll do
As the leader of the Client Onboarding function, you will play a critical role in delivering consistent, high-quality onboarding outcomes while ensuring strong governance and regulatory compliance.
Key responsibilities include:
- Establishing and leading the Client Onboarding function, including team development, operational processes and service standards.
- Building, coaching and supporting a team of Client Onboarding Associates to deliver exceptional onboarding outcomes.
- Overseeing KYC, AML/CTF, customer due diligence and enhanced due diligence requirements across all onboarding activities.
- Partnering with Advisers, Associates, Operations and Financial Crime teams to ensure timely, risk-based onboarding decisions.
- Driving continuous improvement, championing technology and AI-enabled solutions,
and enhancing onboarding quality and efficiency.
- Embedding a culture of accountability, quality, collaboration and first-line risk management.
What you'll bring
- Experience in client onboarding, operations or client services within financial services, wealth management, private banking or another regulated environment.
- Strong working knowledge of KYC, AML/CTF and customer due diligence requirements.
- Experience reviewing onboarding documentation and applying a practical, risk-based approach to client onboarding.
- Understanding of onboarding risk indicators, including beneficial ownership, source of wealth and funds, sanctions, PEPs and adverse media.
- Proven leadership experience, with the ability to coach, develop and motivate a team.
- Excellent stakeholder management, communication and organisational skills.
Nice to have
- Relevant tertiary qualifications in Business, Commerce or a related discipline.
- Experience leading process improvement initiatives, automation projects or AI-enabled solutions.
Why LGT Wealth Management?
This is an opportunity to build something new while working within one of Australia's leading private wealth businesses. You'll have the autonomy to shape a growing function, influence onboarding strategy and work alongside highly experienced professionals in Advisory, Operations and Financial Crime. We are committed to supporting your skilled growth through tailored development opportunities aligned to your career goals.
LGT Wealth Management is an equal opportunity employer committed to fostering a diverse and inclusive workplace. We welcome applications from people of all backgrounds and experiences.
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📌 Client Onboarding Team Leader (Sydney)
🏢 Lgtwm
📍 Sydney