Wealth Management BA: KYC Automation

Sydney Wealth Management Contract or Temporary Leading global Wealth Management firm seeking an experienced Business Analyst with circa 5-8 years BA experience from within the Wealth Management industry for a initial 12m contract The Project Management Team is responsible for managing the transformation agenda of the business by developing strategy and...

Sydney Wealth Management Contract or Temporary Our client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Associate to join their Sydney Account Management Team on an initial 12-month contract. Theideal candidate will have wealth management / Private banking / client onboarding /KYC experience from a global firm and...

KYC Periodic Review - Private Wealth - 12m initial contract Our client is a leading Private Wealth Manager seeking an experienced KYC candidate to join their team for an initial 12 month contract in their Sydney office. This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) documentation...

A leading Private Wealth Manager in Sydney is seeking an experienced KYC candidate for an initial 12 month contract. The successful applicant will support KYC review processes and ensure compliance with regulatory requirements. Candidates must have a Bachelor's degree in Accounting/Finance and 3-5 years of relevant experience. This role offers a dynamic work...

Melbourne Wealth Management Contract or Temporary Our client is a leading Private Wealth Manager seeking an experienced KYC candidate to join their team for an initial 12-month contract in their Melbourne office. This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) documentation throughout...

A global wealth management firm in Sydney seeks a Client Onboarding Specialist to manage onboarding processes, ensuring compliance with KYC requirements. The role demands exceptional client service, attention to detail, and the ability to assess risk factors. Ideal candidates will be proactive communicators with a background in banking. This position offers...

KYC Onboarding - Institutional Trading Counterparties you will be joining the KYC and Counterparty Onboarding function which forms part of the core Operations team working closely with Trading, Operations, Compliance, Legal and Finance. You will have the unique opportunity to be at the heart of a growing business and build best practice while expanding your...

We are looking for a detail‑oriented KYC Manager who combines initiative and experience with a meticulous, systematic approach to work. The ideal candidate will excel in creative problem‑solving and be well‑suited to a busy role in a fast‑paced environment. You will oversee KYC checks on both individuals and corporate clients across multiple...

Sydney Wealth Management Permanent An exceptional opportunity has arisen for a Private Banking Client Services Rep (CSR) to join a prominent global private banking client in Sydney, supporting a small group of senior Private Bankers in a premium client-focused private wealth environment. This role offers a valuable entry point into private wealth management,...

About Our Client A fast-growing wealth management fintech helping advisers with portfolio administration, fee processing, and reporting. Job Description Deliver accurate and timely fee calculations for adviser clients across multiple fee structures Support all aspects of revenue processing, including reconciliations and reporting Maintain and improve...