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Client Onboarding Specialist (HNWI)

Karavadi & Associates Β· Dubai, Dubai, United Arab Emirates

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🌟 We're Hiring: Client Onboarding Specialist (HNWI)πŸ“ Location: United Arab Emirates (Remote)πŸ•’ Employment Type: Part-TimeπŸ’Ό Experience Level: Mid-Level to Senior🌐 Work Arrangement: Fully RemoteAbout UsWe are a globally focused organization dedicated to delivering professional client services and reliable onboarding support. Our team values integrity, discretion, accuracy, and strong relationship management. Through efficient processes and personalized communication, we aim to provide a smooth onboarding experience for high-net-worth individuals while maintaining appropriate documentation, risk assessment, and compliance standards.The RoleWe are seeking a client-focused and detail-oriented Client Onboarding Specialist (HNWI) to coordinate onboarding activities for high-net-worth individuals. In this part-time, fully remote role, you will guide clients through documentation requirements, support identity verification and due diligence procedures, and coordinate with internal teams to ensure onboarding cases progress efficiently.The ideal candidate combines excellent communication skills with strong organizational ability and a commitment to confidentiality. You will help maintain accurate client records, monitor outstanding requirements, and deliver a professional onboarding experience while following applicable company policies and compliance procedures.Key ResponsibilitiesCoordinate onboarding activities for high-net-worth individuals and priority clients.Explain onboarding procedures, documentation requirements, and expected timelines.Collect, review, and organize client identification and supporting documentation.Support Know Your Customer (KYC), Customer Due Diligence (CDD), and relevant screening processes.Coordinate with compliance, operations, relationship managers, and other internal stakeholders.Track onboarding milestones, pending documents, approvals, and outstanding actions.Follow up with clients professionally to resolve incomplete submissions and documentation discrepancies.Maintain accurate client profiles, digital records, and onboarding status reports.Handle confidential personal and financial information with discretion.Escalate potential compliance concerns or unusual findings through established channels.Identify opportunities to improve onboarding workflows and client service quality.Requirements3+ years of relevant experience in client onboarding, private banking support, wealth management operations, financial services, or client administration preferred.Bachelor's degree or equivalent qualification preferred.Familiarity with HNWI client services, KYC, CDD, and AML procedures is an advantage.Excellent organizational skills and strong attention to detail.Professional communication skills and a client-oriented approach.Strong understanding of confidentiality and responsible data handling.Proficiency in office applications, CRM platforms, or digital onboarding systems.Ability to manage multiple cases, prioritize deadlines, and coordinate across teams.Strong analytical thinking, sound judgment, and problem-solving skills.Relevant professional certifications are advantageous but not mandatory.What We OfferFlexible, part-time, fully remote working arrangements.Opportunities to contribute to high-value client service and onboarding operations.Collaboration with an internationally focused, cross-functional team.A professional environment that values discretion, accountability, and continuous improvement.The opportunity to strengthen client relationships and support reliable onboarding processes.