Private Bank - Client Lifecycle Management (CLM) Specialist, AVP/Associate

Description

Details of the Division and Team:

The Client Lifecycle Management (CLM) Specialist plays a critical role in supporting the Private Bank’s Front Office by providing expert guidance on Source of Wealth (SoW), Anti-Money Laundering (AML), Know Your Client (KYC), and client documentation matters. This role partners closely with Relationship Managers, Client Advisors, and key control functions to ensure timely, high-quality onboarding and ongoing client due diligence in line with regulatory and internal standards.

The incumbent will act as a trusted advisor on complex client structures, oversee end-to-end account opening and periodic review processes, and contribute to continuous process improvements. The role also supports ongoing remediation and SoW uplift initiatives across the existing client portfolio.

What we will offer you:

A healthy, engaged and well-supported workforce are better equipped to do their best wo...