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Client Onboarding Manager
An exciting opportunity has come up to join a growing Investment management firm as a Client Onboarding Manager. leading a team of three and taking ownership of the end-to-end investor onboarding process across a range of award-winning investment products.
ABOUT THE ROLE;
This position combines team leadership, operational oversight and client service excellence, ensuring a seamless onboarding experience for retail investors, financial advisers, wealth managers and other distribution partners.
Working closely with stakeholders across Operations, Sales, Compliance and Product teams, you will oversee AML/KYC and due diligence processes, manage complex onboarding cases and drive continuous improvements to systems and workflows. This is an excellent opportunity for an experienced onboarding professional looking to take ownership of a critical function within a fast-growing investment manager with a strong reputation across the tax-efficient investment and private markets sectors.
KEY RESPONSIBILITIES & EXPERIENCE
- Lead and develop a team of 3, providing coaching, performance management and workload oversight.
- Manage the end-to-end investor onboarding process, ensuring an efficient and high-quality client experience.
- Oversee AML, KYC, sanctions screening and customer due diligence activities, maintaining regulatory compliance.
- Act as the escalation point for complex onboarding cases, client queries, complaints and operational issues.
- Review onboarding requirements and documentation for individuals, trusts, corporate entities, powers of attorney and estates.
- Monitor team performance, service levels and operational risk, ensuring deadlines and quality standards are consistently met.
- Drive process improvement, automation and operational efficiency initiatives to enhance the client journey.
- Build strong relationships with investors, advisers and internal stakeholders, delivering exceptional client service
- Demonstrable experience within asset management or financial services, with responsibility for client onboarding and AML/KYC processes.
- Strong knowledge of financial products, coupled with excellent communication, leadership, stakeholder management and organisational skills.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
About the job
Contract Type: Permanent
Specialism: Banking & Financial Services
Focus: Operations
Industry: Banking
Salary: £50,000 - £60,000 per annum
Workplace Type: Hybrid
Experience Level: Associate
Location: London
FULL_TIMEJob Reference: YC8H6W-FF0BC8DB
Date posted: 9 November 2026
Consultant: Barry Thompson
london banking-financial-services/operations 2026-11-09 2027-01-08 banking London London GB GBP 50000 60000 60000 YEAR Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true