This organisation is a well-established wealth and financial services provider with a solid domestic presence and international backing. The group provides contemporary wealth management services and products to a high-net-worth and ultra-high-net-worth client base.

An opportunity has arisen for an experienced Client Onboarding Team Leader to help establish a dedicated Client Onboarding function, supporting the business in strengthening its AML/KYC capability and enhancing the onboarding experience for clients.

Initially leading a team of two Client Onboarding Associates, you will play a hands-on role in establishing processes, managing complex onboarding matters and providing technical guidance to Advisers and Associates. As the function becomes embedded and the team grows, the role will transition towards greater leadership and oversight.

Working closely with Front Office Advisers, Associates and Financial Crime, you will provide guidance on AML/KYC requirements, including Source of Wealth, while ensuring onboarding matters are appropriately assessed, managed and escalated where required.

Key responsibilities include:

- Supporting the establishment and ongoing development of the Client Onboarding function.
- Leading, coaching and developing a team of Client Onboarding Associates.
- Providing technical guidance across AML/KYC and client onboarding requirements.




- Managing and triaging complex onboarding matters, escalating to Financial Crime where required.
- Working closely with Advisers and Associates to ensure client onboarding information and documentation is complete.
- Coaching stakeholders on onboarding requirements, including Source of Wealth.
- Developing and improving onboarding processes, documentation and ways of working.
- Supporting hands-on onboarding activities while building the team's capability and effectiveness.

We are seeking candidates with strong AML/KYC and client onboarding experience gained within wealth management, together with proven people leadership capability. You will bring sound technical judgement, strong stakeholder management skills and the confidence to independently assess complex onboarding matters while recognising when escalation is required.

Candidates from second-line Financial Crime backgrounds will also be considered where they demonstrate strong people leadership skills and a solid understanding of the client onboarding environment.

The role can be based in Sydney or Melbourne, with Brisbane considered for an exceptional candidate.

Please apply with your resume or, for a confidential discussion prior to applying, contact Wendy at *****@neotalent.com.au.

📌 Team Leader: Client Onboarding (Sydney)
🏢 Neo Talent
📍 Sydney