Client Onboarding Team Lead

Job Description

• Client Onboarding Team Lead
• Location: Singapore
• Employment Type: Full-time
• Department: OSO Division of Julius Baer Group (JBG) in Client Servicing
• Scope: OSO/Customer Across: UAS, YCS, YSG, SINGLE, LC, ASGE, ORIGIN, and some management teams

Tasks

• Implementation of a robust, structured client onboarding process with clear guidelines, timelines, and risk assessments
• Managing a combination of customer- and relationship-based business
• Leading the department's development and continuous improvement
• Coaching and Development of a Team of Client Onboarding Professionals
• Efficient assignment of business transactions to manage operational efficiency, scheduling, and capacity utilization
• Setting goals as needed and tracking progress toward achieving them
• Handling operational escalations and providing customer support
• Mentoring Junior Team Members

Requirements

• 6 to 8 years of prior experience in a full onboarding or due diligence role in a wealth management or financial services environment
• In-depth knowledge of the private banking and wealth management industry
• Understanding the risk structures of banks, customers, and countries with respect to jurisdiction and counterparties
• Strong interpersonal skills and a customer-oriented approach
• Familiarity with complex KYC requirements and customer needs
• A solid understanding of data, reporting, and information requirements and controls
• Strong understanding of anti-money laundering (AML) regulations
• Demonstration of a thorough understanding of regulatory requirements
• Mandatory legal, tax, or compliance certifications (CFP, CFA, CIA, CISA, CIA)