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About the Role

The Team Leader establishes and manages the Client Onboarding function within Front Office Advisory, driving the operating model, embedding consistent processes, and building a high-performing team. This role is accountable for strong KYC, AML/CTF, and customer due diligence outcomes, collaborating with internal teams to ensure high-quality client submissions and developing team capability.

Responsibilities

Lead the establishment and ongoing development of the Client Onboarding function.
Define and embed operating processes, workflows, and service standards for onboarding delivery.
Build, lead, and develop a team of Client Onboarding Associates, including recruitment.
Set clear expectations, ways of working, and performance standards across the team.
Oversee preparation, coordination, and validation of onboarding documentation, ensuring consistent execution of KYC, AML/CTF, customer due diligence, and enhanced due diligence requirements.
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.
Support identification and escalation of higher-risk clients, complex structures, adverse media, sanctions, or PEP matters per policy and procedure.
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.
Act as key liaison between Front Office Advisory, Operations, and Financial Crime, partnering with Advisers and Associates to improve onboarding quality and efficiency.
Drive continuous improvement in onboarding processes and champion technology, automation, and AI-enabled tools.
Build onboarding capability through coaching, training, and knowledge sharing.
Provide day-to-day leadership, coaching, and support to the team; oversee workload allocation, prioritisation, and workflow management.
Monitor performance, quality, and turnaround times, and support escalation of complex cases.
Drive accountability for first-time-right onboarding outcomes.

Requirements

Experience in client onboarding, operations, or client services within a professional environment.
Demonstrated experience applying KYC, AML/CTF, and customer due diligence requirements in financial services, wealth management, private banking, or a similarly regulated environment.
Practical understanding of onboarding risk indicators — complex ownership structures, source of wealth/funds, beneficial ownership, PEPs, sanctions, and adverse media.
Experience reviewing onboarding submissions for quality, completeness, and alignment with policy and regulatory expectations, applying a risk-based approach and escalating appropriately.
Experience leading, coaching, and developing teams.
Strong attention to detail, communication, and stakeholder management skills.
Ability to manage competing priorities in a fast-paced environment.
Guides and coordinates the work of a small onboarding team to ensure consistent delivery.
Applies KYC/AML requirements practically, with sound risk-based and commercial judgment.
Identifies incomplete, inconsistent, or higher-risk onboarding information and escalates appropriately.
Coaches team members on KYC standards, documentation quality, and first line financial crime responsibilities.
Engages effectively across Front Office, Operations, and control functions.
Strong planning and organisational skills, with a continuous improvement mindset that embraces digital and AI-enabled tools.

Skills

KYC
AML/CTF
Customer Due Diligence
FATCA/CRS compliance
Risk-based approach
Stakeholder management
Team leadership
Coaching
Training
Knowledge sharing
Technology adoption
Automation
AI-enabled tools

Location

Australia

Work Type

Fixed Term Contract
Full-time

Experience Level

Team Leader
Leadership experience

Education Level

Relevant tertiary qualification in Business, Commerce or a related field (preferred)

Benefits

Ongoing development tailored to role and career path

About the Company

LGT Wealth Management was formed with a vision to bring global best practice in building institutional quality investment portfolios to Australian clients.
The company focuses on client-first commitment, entrepreneurial spirit, best-in-class advice, and an understanding of the Australian private wealth landscape.
In 2022, LGT Wealth Management became part of LGT Group, bringing global expertise, stability, and capability.
The company operates with a singular focus on providing clients with advice and deep expertise for generations to come.

Equal Opportunity

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.