Head of CLM – Private Banking

THE COMPANY:

We are working with a Private Bank with a Global Presence in their search for a Head of Client Lifecycle Management. The London office provides wealth management and investment services to high-net-worth individuals and institutional clients, operating as part of a wider global network.

The client is based in the West End and require 5 days a week in the office.

THE RESPONSIBILITIES:

• Lead and manage the Client Lifecycle Management (CLM) team to ensure effective prioritisation and support for business needs.
• Provide accurate and timely onboarding guidance to front office teams for both prospects and existing clients.
• Oversee the flow of new accounts, ensuring prioritisation aligns with business requirements.
• Maintain and update client static data, bank forms, and tax documentation throughout the client lifecycle (e.g. new accounts, address changes, authorised signatory updates, periodic review amendments).
• Ensure the timely processing of signature verification, e-banking access requests, and other client instructions.
• Manage periodic uploads to internal systems and oversee the checking and archiving of original client documentation.
• Own and maintain relevant internal manuals and documentation relating to client lifecycle and compliance processes.
• Act as the primary point of contact for new account and product setup within the London office.
• Prepare and deliver management information for relevant committees and stakeholders.
• Provide compliance and financial crime advisory input and subject matter expertise for relevant tasks and change initiatives.
• Deliver CLM-related training to front office staff and other key stakeholders.
• Provide additional support for client workflows during team absences.
• Support internal and external reviews and audits related to CLM processes.
• Manage or support ad hoc projects to remediate data and improve processes.
• Maintain awareness of regulatory principles (e.g. FCA Consumer Duty) and proactively identify and escalate any concerns impacting client outcomes.

EXPERIENCE REQUIRED:

• Strong experience within a Wealth Manager or Private Bank.
• Solid hands-on experience across the full client lifecycle — including onboarding, periodic reviews, ongoing maintenance, and offboarding.
• Extensive hands-on experience managing client onboarding across multiple jurisdictions, with a solid understanding of local regulatory requirements and cross-border complexities.
• Proven experience in conducting tailored due diligence, including standard, enhanced, and ongoing KYC reviews, depending on client risk profile and type (HNWIs, corporates, trusts, and intermediaries).
• Team management experience is highly desirable.
• Ability to commit to 5 days a week in the office.

For further information please contact Jordan White