Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 53 days ago

Team Leader - Client Onboarding Team

lgt40 open roles

Where
Sydney
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowTeam Leader - Client Onboarding Teamlgt · Sydney

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on lgt's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market. lgt postings stay open a median of 8 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: posted 53 days ago

lgt median: 8 days open

The posting

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.

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.

In 2022 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.

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.

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.

This role reports to the National Associate Manager.

Please note this is a fixed term contract.

Your responsibilities:

Function Leadership and Team Build

  • Lead the establishment and ongoing development of the Client Onboarding function within Front Office Advisory.
  • Define and embed operating processes, workflows and service standards for onboarding delivery.
  • Build, lead and develop a team of Client Onboarding Associates, including recruitment as the function grows.
  • Set clear expectations, ways of working and performance standards across the team.

Risk, Compliance and Onboarding Execution

  • 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.

Stakeholder Engagement and Continuous Improvement

  • 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.

Team Management and Delivery Oversight

  • 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.

Your impact and contribution

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.

Your skills, experience and qualification

  • 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, with the ability to manage competing priorities in a fast-paced environment.
  • Relevant tertiary qualification in Business, Commerce or a related field (preferred).

Your role competencies

  • 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 judgement.
  • 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.

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.

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against lgt's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on lgt's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    lgt's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.