LGT Wealth Management in Melbourne is seeking a detail-oriented Client Onboarding Associate to support the onboarding of new clients and accounts within our Advisory business. You will coordinate end-to-end collection, preparation and review of onboarding documentation to deliver an efficient, compliant experience from the start of each client relationship.
Working with Advisers, Operations and Financial Crime teams, you will ensure submissions are complete, accurate and ready for processing,
Client Onboarding & KYC Specialist in Melbourne employer: LGT Crestone Wealth Management Limited
LGT Wealth Management is an exceptional employer that prioritises employee development and fosters a diverse, inclusive work culture. With a commitment to personalised client-first service and a focus on best-in-class advice, employees are empowered to grow within a supportive environment that values their contributions. Located in Australia, the company offers unique opportunities to engage with global expertise while maintaining a strong local presence in the private wealth landscape.
Contact Details:
LGT Crestone Wealth Management Limited Recruitment Team
