Client Onboarding Team Manager , Client Due Diligence , Wealth Management Apply now
Client Onboarding Team Manager , Client Due Diligence , Wealth Management

Client Onboarding Team Manager , Client Due Diligence , Wealth Management

London Full-Time 52000 - 78000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Lead the Client Due Diligence team and ensure AML compliance for high-net-worth clients.
  • Company: Join a well-known Wealth Management firm focused on Investment Management for elite clients.
  • Benefits: Competitive salary, potential for growth, and a dynamic work environment.
  • Why this job: Be a key player in risk management while shaping client onboarding processes in a reputable firm.
  • Qualifications: Experience in team leadership and AML/CDD is essential for this role.
  • Other info: Opportunity to work closely with senior management and influence strategic objectives.

The predicted salary is between 52000 - 78000 £ per year.

Job Description SALARY 65-75K The Company An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The Role The Client Onboarding Team Manager will have previous experience in team leadership and solid experience in AML/CDD as they will be managing, and have overall accountability for the CDD team and function – all client types. The Client Onboarding Team Manager will ensure AML requirements are met for client onboarding and ongoing monitoring purposes, mitigating risk and working towards meeting the firm’s strategic objectives. The Client Onboarding Team Manager will be a point of contact of all AML related escalations and to work closely with the DMLRO/ MLRO in ensuring AML risks are managed in adherence with the Financial Crime Policies. The Client Onboarding Team Manager will be responsible for AML procedures and processes within the team and suggest efficiencies ensuring AML risks are appropriately managed The Client Onboarding Team Manager will have oversight of assigned projects (i.e. remediation) and will ensure these are delivered to deadline and to a high standard. The Client Onboarding Team Manager will contribute towards the discussion, challenge and remediation in the offboarding of clie…

Client Onboarding Team Manager , Client Due Diligence , Wealth Management employer: JJ SEARCH LIMITED

Join a prestigious Wealth Management firm that values leadership and expertise in client onboarding and due diligence. With a competitive salary range of $65-75K, we offer a collaborative work culture that fosters professional growth and development, ensuring you have the tools and support to excel in your role. Our commitment to compliance and risk management not only protects our clients but also empowers our employees to make meaningful contributions to the firm's strategic objectives.
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Contact Detail:

JJ SEARCH LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Onboarding Team Manager , Client Due Diligence , Wealth Management

✨Tip Number 1

Familiarize yourself with the latest AML and CDD regulations. Understanding the current landscape will not only help you in interviews but also demonstrate your commitment to compliance and risk management.

✨Tip Number 2

Highlight your leadership experience in previous roles. Be prepared to discuss specific examples of how you've successfully managed teams and improved processes, especially in a compliance context.

✨Tip Number 3

Network with professionals in the wealth management and compliance sectors. Engaging with industry peers can provide insights into the role and may even lead to referrals or recommendations.

✨Tip Number 4

Prepare for scenario-based questions that assess your problem-solving skills in AML situations. Think about past experiences where you had to navigate complex compliance challenges and be ready to share those stories.

We think you need these skills to ace Client Onboarding Team Manager , Client Due Diligence , Wealth Management

Team Leadership
AML/CDD Expertise
Risk Management
Client Due Diligence
Financial Crime Policies Knowledge
Project Management
Process Improvement
Communication Skills
Stakeholder Management
Attention to Detail
Problem-Solving Skills
Regulatory Compliance
Analytical Skills
Time Management

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Client Onboarding Team Manager position. Highlight key responsibilities and required skills, such as team leadership and AML/CDD experience, to tailor your application.

Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in team management and any specific achievements related to AML/CDD. Use quantifiable results to demonstrate your impact in past roles.

Showcase Your Skills: Clearly outline your skills that align with the job requirements, such as risk management, project oversight, and compliance with financial crime policies. Provide examples of how you've successfully managed similar responsibilities.

Craft a Strong Cover Letter: Write a compelling cover letter that connects your background to the firm's strategic objectives. Discuss your approach to managing AML risks and how you can contribute to the team's success.

How to prepare for a job interview at JJ SEARCH LIMITED

✨Showcase Your Leadership Experience

As a Client Onboarding Team Manager, you'll need to demonstrate your previous experience in team leadership. Be prepared to discuss specific examples of how you've successfully managed teams, resolved conflicts, and motivated your colleagues.

✨Understand AML/CDD Regulations

Since the role heavily involves AML and CDD processes, make sure you have a solid understanding of these regulations. Be ready to explain how you've applied these principles in past roles and how you would ensure compliance within the team.

✨Discuss Risk Management Strategies

The firm is looking for someone who can mitigate risks effectively. Prepare to talk about your approach to risk management, including any specific strategies or tools you've used to identify and manage AML risks in previous positions.

✨Prepare for Project Oversight Questions

You'll be responsible for overseeing projects and ensuring they meet deadlines. Think of examples where you've led projects to success, focusing on your planning, execution, and how you ensured high standards were maintained throughout.

Client Onboarding Team Manager , Client Due Diligence , Wealth Management
JJ SEARCH LIMITED Apply now
J
  • Client Onboarding Team Manager , Client Due Diligence , Wealth Management

    London
    Full-Time
    52000 - 78000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-10

  • J

    JJ SEARCH LIMITED

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