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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Senior Consultant, Client Onboarding - GFO International (Wealth Management): Leading complex client onboarding, asset transitions, periodic reviews, and strategic implementation projects for ultra-high-net-worth clients with an accent on AML/KYC, account opening, project governance, and cross-functional coordination. Focus on translating complex client requirements into executable plans, managing implementation risks and escalations, and guiding less-experienced consultants.
Location: London, United Kingdom. Applicants must have the right to work in the United Kingdom at the time of application and throughout employment. Occasional international travel may be required.
Company
hirify.global provides wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions worldwide.
What you will do
Lead complex client onboarding and implementation engagements from initiation through completion, defining scope, deliverables, responsibilities, dependencies, milestones, governance, and target dates.
Act as the principal implementation contact for clients, managing expectations, decisions, risks, issues, escalations, and delivery communications.
Assess complex client and ownership structures, applicable jurisdictional KYC requirements, risks, dependencies, and implementation issues.
Coordinate Relationship Management, Product, Technology, Operations, Legal, Compliance, Change, and other specialist teams to deliver integrated client solutions.
Provide technical and project leadership to Client Project & Implementation Consultants and contribute to priority projects across GFO International.
Requirements
Significant experience in client onboarding, implementation, client servicing, project delivery, or asset servicing within financial services.
Demonstrated experience leading complex client implementations or transitions from initiation through successful delivery.
Strong project management and organisational skills, including managing multiple workstreams, stakeholders, dependencies, and deadlines concurrently.
Experience managing client onboarding, AML/KYC, and account-opening requirements with Compliance, Risk, and other control functions.
Strong understanding of complex client or ownership structures and the practical application of KYC and client due diligence requirements.
Experience working across multidisciplinary Relationship Management, Product, Technology, Operations, Legal, Compliance, and Change teams.
Good understanding of financial services products, operational servicing models, and technology solutions, ideally including reporting, data delivery, and client connectivity.
Excellent written and verbal communication skills, with the confidence to engage sophisticated clients, prospects, and senior internal stakeholders.
Ability to manage implementation risks, resolve issues, facilitate decisions, escalate effectively, work independently, exercise sound judgement, and maintain momentum in complex situations.
Strong attention to detail regarding client documentation, regulatory requirements, and project governance; willingness to travel occasionally, including internationally.
Nice to have
Experience in private banking, wealth management, custody, asset servicing, or a similarly complex client environment.
Culture & Benefits
Flexible and collaborative work culture within an organisation with a strong history of financial strength and stability.
Internal movement is encouraged and senior leaders are accessible.
Commitment to an inclusive workplace and support for the communities served.
Philanthropy and community contribution are established parts of the organisational culture.
Reasonable accommodations are available for individuals with health conditions and disabilities throughout the employment process.
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