12-Nov-2026
Client Onboarding Specialist
Australia
Operations
Global Wealth Management
Job Reference #
345384BR
City
Sydney
Job Type
Full Time
Key responsibilities
Are you incredibly organized with an eye for detail?
Do you like working with colleagues across the organization and are you good with stakeholder management?
Are you passionate about delivering best in class client experience?
We're looking for a Client Onboarding Specialist to help us:
• Act as a single point of contact and case manager for Front Office onboarding requests
• Provide pre-onboarding advisory to Relationship Managers to get it right first time
• Review CID, KYC and SoW requirements, minimizing errors, rework, and rejection rates
• Independently review account opening documents and SoW write-ups across account types
• Escalate higher-risk matters and regulatory questions to Financial Crime Compliance for sign-off
• Own procedures, deliver training, and drive digitization and continuous process improvements
The team
You'll be working in the Wealth Management Client Onboarding Team, supporting new account opening and client due diligence. We maintain relationships with key stakeholders globally, across onshore and offshore locations, and partner closely with Front Office and Financial Crime Compliance. We ensure internal and external BAU queries are acknowledged and responded to in a timely and appropriate manner while staying aligned to regulatory and policy requirements.
Your skills and experience
To succeed in this role, you bring:
• Hands-on background in a similar client onboarding or KYC-focused role within wealth management or banking
• Ability to advise Front Office on account opening documentation, CID requirements, and KYC and SoW profiling
• Strong judgment to assess SoW plausibility and apply global and regional Client Due Diligence standards
• Confidence escalating higher-risk matters and regulatory questions to Financial Crime Compliance
• A structured approach to independent document review and quality checks to reduce error and rejection rates
• Creative, flexible, and logical problem-solving skills in a fast-moving operating and regulatory environment
• Interest in digitization and an affinity with technology to support process improvements
• A Bachelor’s or Master’s degree, or equivalent experience
*#LI-Hybrid
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That is why we place collaboration at the heart of everything we do. Because together, We are more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we know that its our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We are dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That is why collaboration is at the heart of everything we do. Because together, We are more than ourselves.
We are committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Chance Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
📌 Client Onboarding Specialist (Sydney)
🏢 Ubs
📍 Sydney