Senior Consultant, Client Onboarding - GFO International
Core
Lead complex client onboarding, asset transitions, and priority business projects for ultra-high-net-worth individuals and families within Wealth Management.
Role type
Senior Consultant, Client Onboarding and Implementation
Builds
Integrated client solutions, account openings, and periodic reviews for GFO International clients
Domain
Wealth Management / Private Banking / Asset Servicing
Deliverable
client delivery
Required skills
Client onboarding and implementation leadership, AML/KYC and account-opening management, complex ownership structure assessment, project management, stakeholder coordination, regulatory compliance knowledge, financial services product knowledge, risk management, client relationship building, team leadership
Preferred skills
Private banking or custody experience, technology solutions understanding, international travel
Technologies
N/A
Responsibilities
Lead end-to-end client onboarding from initiation to completion, serve as principal implementation contact, coordinate AML/KYC and account-opening requirements, assess complex client structures for risk, partner with Legal and Compliance for contract execution, validate service requirements with Product teams, lead internal project meetings, coordinate across multidisciplinary teams, oversee account-opening documentation, support periodic client reviews, provide leadership to junior consultants, contribute to strategic initiatives
Seniority
Senior, hands-on IC with mentorship responsibilities