【UBSアセット・マネジメント】Wealth Management Client Lifecycle Management
仕事内容
Your role
Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?
In Wealth Management (WM) Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:
• drive the organization forward by working with purpose and passion
• know what our clients want and need
• build a common understanding
• support digital transformation
We’re looking for a Middle Office Client Onboarding Specialist to:
• execute the processes and controls you are responsible for in a timely, accurate and compete manner
• work across teams and functions to get the best solution or course of action
• ensure compliance with legal, regulatory and statutory requirements and with internal polices and contracts
Your team
You’ll be working in the WM Client Lifecycle Management team under WM Operations. We maintain relationships with key stakeholders globally including onshore and offshore locations. We see that all internal and external client queries relating to BAU are acknowledged and responded to in a timely and appropriate manner.
応募資格(必須経験など)
Your expertise
• able to think creatively, flexibly and think logically to solve problems
• interested in digitalization and have an affinity with technology
• collaboration and leadership skills
• Bachelors/Masters degree or equivalent
• KYC process knowledge is preferable
• Middle Office experience is preferable.