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KYC Uplift / Advisory Specialist

Julius Baer

SingaporeFull-timeOn-site

Posted 24 Jul 2026

About this role

The specialist will conduct thorough reviews and enhancements of KYC documentation and narratives for Periodic Reviews of private banking clients. They will collaborate with Relationship Managers to verify Source of Wealth and Source of Funds while ensuring compliance with regulatory standards. Candidates should have prior experience in KYC uplifts or advisory roles within a private bank and strong technical knowledge of financial crime compliance. A degree and the ability to interpret complex financial documents and client structures are required.

What they're looking for

KYC UpliftCDDSource of Wealth (SOW) AnalysisSource of Funds (SOF) AnalysisRisk AssessmentFinancial Crime ComplianceDue DiligenceClient Structure Review

Frequently asked questions

What does a KYC Uplift / Advisory Specialist at Julius Baer do?

The specialist will conduct thorough reviews and enhancements of KYC documentation and narratives for Periodic Reviews of private banking clients. They will collaborate with Relationship Managers to verify Source of Wealth and Source of Funds while ensuring compliance with regulatory standards. Cand…

What skills does this KYC Uplift / Advisory Specialist role need?

Key skills for this role include KYC Uplift, CDD, Source of Wealth (SOW) Analysis, Source of Funds (SOF) Analysis, Risk Assessment, Financial Crime Compliance.

How much does a KYC Uplift / Advisory Specialist at Julius Baer pay?

The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.

Is this KYC Uplift / Advisory Specialist role remote, hybrid, or on-site?

This role is on-site, based in Singapore.

How do I apply for this KYC Uplift / Advisory Specialist role?

You can apply directly on Julius Baer's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.