New Client Onboarding Manager
Core
Lead end-to-end onboarding of corporate and institutional clients, ensuring regulatory compliance, accuracy, and service level targets.
Role type
Associate Director, New Client Onboarding (Leadership)
Builds
Client onboarding workflows and processes for corporate and institutional clients
Domain
Financial Services / Banking / Regulatory Compliance
Required skills
Client onboarding, KYC/AML, Compliance operations, Swiss regulatory knowledge (FINMA, AMLA, CDB), Risk classification, Team leadership, Process optimization, Project management
Preferred skills
Leadership experience, Client/prospect meeting participation, Recruitment and performance management, Coaching and mentoring
Technologies
None stated
Responsibilities
Direct operational and people management of the New Client Onboarding team; Oversee end-to-end client onboarding workflows; Lead transformation initiatives for process optimization; Exercise independent judgment on complex cases; Serve as a trusted partner to Sales, Compliance, and Legal; Participate in client or prospect meetings; Contribute to recruitment and performance management; Coach and mentor team members.