Client Lifecycle & Compliance Lead (English/German)

UBS Group AG

Wrocław

On-site

PLN 65,000 - 110,000

Full time

33 hours ago
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Job summary

UBS Group Operations Wroclaw and Kraków seek experienced professionals to manage the client lifecycle across multiple European locations, handling maintenance and offboarding with strict regulatory compliance. You will act as a subject matter expert, driving continuous improvements and guiding complex cases while collaborating with internal stakeholders to enhance client experience.

You will contribute to process optimization, automation and strategic initiatives, empowering teams through

Qualifications

  • Excellent communication skills in English and German, both written and spoken.
  • Experience in client lifecycle management, KYC, account maintenance or a related operational environment.
  • Strong understanding of regulatory and compliance requirements within the financial services industry.
  • Excellent analytical and problem-solving skills with the ability to manage complex and ambiguous situations.
  • Proven ability to work independently and within the team, prioritize effectively and make sound decisions.
  • A strong client and stakeholder focus with the ability to build trusted relationships across functions.
  • A continuous improvement mindset and willingness to challenge existing processes.
  • Confidence in leading discussions, influencing stakeholders and driving positive change.
  • Strong digital skills and the ability to leverage technology to improve efficiency and client experience.
  • Curiosity about how AI can improve how we build, deliver and optimize workflows with sound judgment and alignment with policies and risk standards.

Responsibilities

  • Ownership and coordination of client maintenance and offboarding activities.
  • Review and assessment of client documentation with a strong focus on completeness, consistency, and regulatory compliance.
  • Analysis and resolution of complex client data and documentation issues.
  • Maintenance, enrichment and validation of client information across internal systems.
  • Identification and escalation of potential risks, control gaps and compliance concerns.
  • Collaboration with key business and support functions to ensure effective resolution of client requests.
  • Participation in process optimization, automation and change initiatives.
  • Supporting team development through knowledge sharing, coaching and best practice guidance.
  • Contributing to the implementation of strategic projects and operational improvements.

Skills

Client lifecycle management
KYC
Regulatory compliance
Analytical thinking
Stakeholder management
Process improvement
Communication skills
Digital literacy
AI in workflows

Job description

UBS Group Operations Wroclaw and Kraków seek experienced professionals to manage the client lifecycle across multiple European locations, handling maintenance and offboarding with strict regulatory compliance. You will act as a subject matter expert, driving continuous improvements and guiding complex cases while collaborating with internal stakeholders to enhance client experience.

You will contribute to process optimization, automation and strategic initiatives, empowering teams through

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