Sydney
Wealth Management
Contract or Temporary

Our client is a leading Wealth Management firm seeking a KYC Data consultant for an initial 12-month contract with the view to extend.

This position lies with the client account management team, a team responsible for ensuring that Know Your Client (KYC) documentation throughout the client lifecycle is maintained and complies with the firm’s global standards, as well as any additional local regulatory requirements. This role supports the Account Management team in Australia in reviewing client system access requests, ongoing maintenance and data remediation activities, and troubleshooting support.

Key Accountabilities
Review and process client system access requests, and perform data consistency checks across firm client data systems
Ensure appropriate controls are followed and operational processes are completed in compliance with firm standards and regulatory requirements
Support Advisors and Client Service Associates in addressing system-related queries and take ownership of troubleshooting issues




Identify automation opportunities and drive continuous improvement
Support user acceptance testing to facilitate the rollout of enhancements
Assist AMT in defining local requirements, documenting procedure updates, and facilitating platform enhancements
Collaborate with stakeholders across APAC on processes and project coordination
Support the maintenance of project plans and governance activities
Assist with ad hoc tasks such as archiving and document scanning

Key Experience and Qualifications
Bachelor’s degree required or equivalent education or experience – degree in Accounting/ Finance/ Banking is a plus
At least 3 year’s qualified experience in the banking sector – candidates with less experience may be considered

Desired Qualities and Skills
Excellent verbal and written communication skills
Organised and detail oriented
Self-motivated and enthusiastic
Ability to adapt and work efficiently in a quick-paced setting

📌 Kyc Data Consultant 12 Month Contract Sydney
🏢 Anton Murray Consulting
📍 Sydney