Ubique Systems
Programme Manager - SME Onboarding

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Key responsibilities
- Own the end-to-end SME client onboarding programme, from initial client acceptance through account opening and activation.
- Develop programme strategy, roadmap, milestones, governance and delivery plans.
- Coordinate multiple workstreams across Private Banking, Operations, Compliance, KYC/AML, Risk, Technology and Relationship Management.
- Identify and remove bottlenecks in the onboarding process and improve client experience.
- Manage KYC, CDD/EDD, client due diligence and regulatory onboarding requirements in partnership with Compliance and Financial Crime teams.
- Establish programme governance, including steering committees, reporting, RAID logs, decision tracking and escalation processes.
- Define and monitor KPIs such as onboarding turnaround time, backlog, client drop-off, operational capacity and first-time-right rates.
- Lead process redesign and automation initiatives to reduce manual activity and improve onboarding efficiency.
- Manage dependencies, risks, issues, budgets and delivery resources.
- Work with technology teams on changes to onboarding platforms, workflow systems and client-data processes.
- Ensure programme outcomes meet regulatory, risk, operational and commercial objectives.
- Provide senior management with clear reporting on progress, risks, benefits and delivery performance.
- Support change management, stakeholder communication and implementation across affected teams.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Typical requirements
Experience
- Programme/project management experience within banking, private banking, wealth management or financial services.
- Strong understanding of SME/business-client onboarding and KYC/AML processes.
- Experience delivering cross-functional transformation or operational change programmes.
- Experience working with senior stakeholders and managing complex governance structures.
- Knowledge of regulatory and financial-crime controls relevant to client onboarding.
- Experience with process improvement, digitisation or automation is highly desirable.


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Skills
- Programme governance and delivery
- Stakeholder and senior-management management
- KYC/AML and client onboarding
- Process optimisation
- Risk and issue management
- Business and technology change
- Data and KPI analysis
- Strong communication and influencing skills
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