Wealth Management: Client Onboarding & Lifecycle Specialist (Sydney)

Wealth Management: Client Onboarding & Lifecycle Specialist (Sydney)

10 Oct
|
Ubs
|
Sydney

10 Oct

Ubs

Sydney

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

The successful candidate will support the Front Support Office team, handling onboarding, periodic reviews, and lifecycle activities with explicit

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📌 Wealth Management: Client Onboarding & Lifecycle Specialist (Sydney)
🏢 Ubs
📍 Sydney

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