Client Onboarding and Lifecycle Management Specialist

Job description

In Wealth Management we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. We’re looking for a Client Onboarding and Lifecycle Specialist.

This role will be focused on the execution of controls and tasks required in the Client Lifecycle Management process, with a strong focus on mandates, FATCA, Source of Wealth and ensuring that client identification documentation and data capture activities meet the Bank’s policies, standards, and applicable local legal/regulatory requirements.