
Senior Manager, Client Onboarding
3 hours ago
This role requires a seasoned professional with extensive experience in client onboarding, risk management, and team leadership.
The ideal candidate will have a strong understanding of regulatory frameworks, including KYC/AML requirements, and be able to drive strategic initiatives to improve operational efficiency and enhance the client experience.
Key responsibilities will include overseeing the end-to-end client onboarding process, managing teams, and fostering a collaborative environment.
The successful candidate will possess exceptional analytical and problem-solving skills, with a strategic mindset and excellent communication and stakeholder management skills.
Responsibilities:
- Develop and implement effective onboarding strategies to meet business objectives
- Lead and manage high-performing teams to deliver exceptional results
- Collaborate with cross-functional teams to ensure seamless onboarding processes
- Stay up-to-date with evolving regulatory requirements and industry trends
- Identify opportunities for process improvements and drive operational excellence
- Bachelor's degree in finance, business, law, or a related field
- At least 15 years of experience in client onboarding, risk management, and/or team leadership within private banking or financial services
- Strong knowledge of regulatory frameworks, including KYC/AML requirements
- Proven ability to lead and manage teams, drive strategic initiatives, and foster a collaborative environment
- Exceptional analytical, problem-solving, and decision-making skills
- Excellent communication, interpersonal, and stakeholder management skills
- Proficiency with KYC software, databases, banking systems, and data analysis tools
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