Client Onboarding Specialist (HNWI)

Client Onboarding Specialist (HNWI)Location: Hybrid (Abu Dhabi and/or Dubai).

Employment Type: Full-TimeRole SummaryVantage Capital, an ADGM-licensed wealth management firm regulated by the Financial Services Regulatory Authority (FSRA), is seeking an experienced Client Onboarding Specialist to own the end-to-end onboarding of high-net-worth individual (HNWI) clients.

This is a hands-on, ownership-driven role covering KYC, CDD, and source of wealth (SOW) documentation for clients across multiple jurisdictions. The ideal candidate is able to work independently on HNWI client account onboarding and brings a private banking background, cross-border KYC fluency, and is comfortable leveraging AI/LLM tools (Claude preferred) to work efficiently and accurately.Key ResponsibilitiesOwn the full onboarding lifecycle for new HNWI clients, from initial document collection through to account activationConduct and document KYC/CDD in line with FSRA and international private banking standardsPrepare thorough, well-corroborated source of wealth and source of funds write-ups for clients with complex, multi-jurisdictional profilesLiaise directly with clients (and their advisors/family offices) to collect required documentation with professionalism and discretionIdentify and flag jurisdiction-specific risk factors (PEP status, sanctions exposure, complex ownership structures, etc.)Prepare complete onboarding files for Relationship Manager and internal Compliance's review and final sign-offMaintain accurate, audit-ready records throughout the onboarding processUse AI/LLM tools (e.g., Claude) to streamline documentation drafting, research, and quality checks — while maintaining strict confidentiality and data handling standardsStay current on FSRA regulatory updates and evolving international KYC/AML standards (FATF etc.)Partner with Relationship Managers and Compliance to continuously improve onboarding turnaround time and client experienceLiaise with counterparties at international Private Banks (Switzerland and Singapore) to ensure compliance with KYC requirements to meet the bank's standards. DutiesManage a pipeline of concurrent onboarding cases, prioritizing by urgency and complexityDraft SOW/SOF narratives that withstand internal and regulatory scrutinyCoordinate with relevant stakeholders as needed to corroborate client wealth documentationEscalate and flags incomplete documentation promptlyMaintain onboarding trackers and provide status reporting to CEOSupport periodic client file reviews (EDD/periodic KYC refresh) as neededQualifications & SkillsMinimum 4 years of experience in KYC/CDD and HNWI account onboarding, preferably within a private banking environmentPrior exposure to Singapore and/or Switzerland regulatory environments strongly preferredDemonstrated ability to independently research and write source of wealth/source of funds narratives for complex, multi-jurisdictional clients with limited oversight from a manager or other senior colleaguesStrong working knowledge of AML/CDD frameworks (FATF standards etc.); FSRA/DIFC familiarity a strong plusComfortable using LLM/AI tools (Claude preferred) as part of daily workflow, with sound judgment on data confidentialityExcellent EnglishHigh discretion, attention to detail, and ownership mentality — able to manage a case from start to finish with minimal oversightHigh level of intelligence combined with a willingness and ability to learn fastBachelor's degree required; certifications such as CAMS/ACAMS or equivalent are a strong plusWhat We OfferCompetitive tax-free salary: AED 10,000–14,000/month (based on experience, seniority, and talent)Attractive bonus programComprehensive, high-quality health insuranceFull visa sponsorshipHybrid working arrangement, based out of Vantage Capital's ADGM head office or Dubai branchExposure to a sophisticated, multi-jurisdictional HNWI client base at a fast growing, regulated wealth management firmVantage Capital is an ADGM-regulated wealth management firm committed to the highest standards of client service and regulatory integrity. We are an equal opportunity employer.