Client Onboarding & Lifecycle Lead - Wealth Management

UBS; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

UBS in Sydney is seeking a Client Onboarding and Lifecycle Management Specialist within Global Wealth Management. The role focuses on executing controls in the Client Lifecycle Management process, with emphasis on mandates, FATCA, Source of Wealth, and ensuring client identification documents and data capture meet policy and regulatory standards.

You will join the Global Wealth Management Front Support Office team, supporting onboarding and account lifecycle activities from opening to periodic

Qualifications

• Strong communication skills and the ability to manage all incoming Front Office issues/escalations and related day to day instruction handling in a timely, accurate and customer friendly manner.

Responsibilities

• Execute controls and tasks in the Client Lifecycle Management process with focus on mandates, FATCA, Source of Wealth and ensuring client documentation/data capture meet policy and regulatory requirements.
• Support Wealth Management Front Office with onboarding and account lifecycle processes from opening to reviews and maintenance.

Skills

Strong communication

Front Office handling

Job description

UBS in Sydney is seeking a Client Onboarding and Lifecycle Management Specialist within Global Wealth Management. The role focuses on executing controls in the Client Lifecycle Management process, with emphasis on mandates, FATCA, Source of Wealth, and ensuring client identification documents and data capture meet policy and regulatory standards.

You will join the Global Wealth Management Front Support Office team, supporting onboarding and account lifecycle activities from opening to periodic