Strategic Onboarding Consultant - England, United Kingdom - beBeeOnboarding

    beBeeOnboarding
    beBeeOnboarding England, United Kingdom

    2 weeks ago

    £80,000 - £110,000 (GBP) per year *

    Job title: Senior Onboarding Specialist

    Description

    Senior Client Onboarding Specialist Role

    Our organization partners with a leading Wealth & Investment Management entity to appoint an experienced Senior Client Onboarding Specialist. The successful candidate will deliver a seamless, compliant, and client-focused onboarding experience.

    The role requires driving continuous improvement and upholding the highest standards of governance and client care. As a central point between Front Office, Compliance, Operations, and Technology, you will manage end-to-end onboarding for various entities, ensure process compliance, and drive improvements in digital workflows.

    The ideal candidate will have at least 5 years' experience within Wealth or Asset Management, preferably in client onboarding or data management. In-depth knowledge of AML/KYC requirements, familiarity with global regulations, and relevant qualifications are highly desirable.

    • Manage end-to-end onboarding for Private Clients, Trusts, Companies, SIPPs, and Charities.
    • Ensure processes meet AML/KYC, FATCA, CRS, and MiFID II standards.
    • Drive process improvements and support digital workflow enhancements.
    • Collaborate with Front Office, Compliance, Legal, and Technology teams.
    • Mentor junior colleagues and share best practices.
    • Support projects on client lifecycle, data remediation, and regulatory change.
    * This salary range is an estimation made by beBee
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