Client Onboarding & Lifecycle Lead - Wealth Management (Sydney)

Client Onboarding & Lifecycle Lead - Wealth Management (Sydney)

12 Oct
|
Ubs
|
Sydney

12 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 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

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📌 Client Onboarding & Lifecycle Lead - Wealth Management (Sydney)
🏢 Ubs
📍 Sydney

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