Ubique Systems
Programme Manager – SME Onboarding
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Programme Manager – SME Onboarding
Function
Private Banking / Client Onboarding / Transformation
Location
Canary Wharf, London
Contract
Inside IR35
Role Summary
We are looking for a Senior Programme Manager with recent hands-on experience in SME/Business Client Onboarding and a strong background in Private Banking / Wealth Management / Financial Services. The role will lead end-to-end onboarding transformation programmes, working across Relationship Management, Operations, KYC/AML, Compliance, Risk, Technology and Product teams. The key objective is to make SME onboarding faster, simpler and more scalable while maintaining regulatory and financial-crime controls.
Key Responsibilities
- Own the end-to-end SME client onboarding programme, from client acceptance through account opening and activation.
- Define programme strategy, roadmap, milestones, governance and delivery plans.
- Manage multiple cross-functional workstreams across Private Banking, Operations, Compliance, KYC/AML, Risk, Technology and Relationship Management.
- Identify onboarding bottlenecks and drive process improvements.
- Manage KYC, CDD/EDD, AML and regulatory onboarding requirements.
- Establish governance, including steering committees, RAID logs, reporting and escalation processes.
- Define and monitor KPIs such as onboarding TAT, backlog, client drop-off and first-time-right rates.
- Lead process redesign, digitisation and automation initiatives.
- Manage programme risks, issues, dependencies, budgets and resources.
- Partner with Technology teams on onboarding platforms, workflow and client-data changes.
- Provide senior management with programme, risk, benefit and delivery reporting.
- Lead stakeholder communication, change management and implementation.
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Must-Have Skills
- Recent hands-on SME / Business Client Onboarding experience – MUST
- Private Banking / Wealth Management experience – MUST
- 10–15 years overall experience
- Strong Programme Management / Transformation experience
- Strong KYC / AML / CDD / EDD knowledge
- Banking / Financial Services background
- Cross-functional stakeholder and senior-management management
- Process optimisation / operational transformation
- Risk, issue and dependency management
- Experience with onboarding digitisation / automation
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Main Skill
Programme Manager – SME Client Onboarding / Private Banking Transformation
Ideal Candidate Profile
Look for a Senior Programme Manager / Transformation Lead who has recently managed SME/business-client onboarding within a Private Banking or Wealth Management environment, rather than a generic banking Programme Manager with only indirect exposure to onboarding.
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