Client Onboarding and Lifecycle Management Specialist

1 month ago


Dubai, Dubai, United Arab Emirates Robert Walters Full time
Client Onboarding and Lifecycle Management Role

Robert Walters is seeking a dedicated and detail-oriented Client Onboarding Specialist to join their dynamic team. This role offers an exciting opportunity to be part of a global team, focusing on the execution of controls required in the Client Lifecycle Management process.

Key Responsibilities
  • Execute controls required in the Client Lifecycle Management process to ensure client documentation meets all policies, standards, and applicable local legal and regulatory requirements.
  • Support the PB Client Lifecycle Management framework for PB AU clients, interacting with various departments including Legal, Compliance, and Risk Management functions.
  • Uphold the highest standards of control, always keeping data integrity in mind while carrying out day-to-day tasks.
  • Act as a Subject Matter Expert in various aspects of the account maintenance/Change-in-Circumstance processes.
  • Manage key stakeholders in Front Office, COO, Tax, Risk, Compliance, Platforms, and IT from Australia locations.
Requirements
  • 3-5 years of relevant client account maintenance experience within Banking (Private Banking experience is preferred).
  • Experience in liaising with offshore teams.
  • Proficiency in Excel and PowerPoint.
  • Ability to uphold the highest standards of control, always keeping data integrity in mind while carrying out day-to-day tasks.
  • Knowledge of Tax topics like FATCA and AEI, Investment Suitability, and other mandatory requirements to ensure all accounts satisfy the required regulatory and policy standards.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.



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