Your role
Are you incredibly organized with an eye for detail? Are you passionate about delivering best in class Client Experience? Do you enjoy identifying the most effective and efficient approaches for Wealth Management business? Are you good at constructively challenging business stakeholders around you? We're looking for someone like that to:
• be responsible for client lifecycle maintenance of client information. This includes reviewing account documentation, maintaining client static data and ensuring data accuracy and completeness
• able to understand new regulatory requirements, translating them into operational procedures
• understand the processes; ensure adherence to regulations, guidelines, standards and UBS policies
• think flexibly to propose new ideas and contribute to continuous improvement of processes and services
• support remediation activities and ad-hoc tasks in relation to the integration of the operating platform
Your team
Your team
You'll be working in the Wealth Management Front Support Office team in Hong Kong. We provide support on private banking clients in line with the regulatory requirements and UBS group policies. The scope of work includes liaising with client advisors, business, and internal stakeholders to ensure that an excellent and outstanding client experience is achieved. We support the Hong Kong Wealth Management business for Client Lifecycle services and you will act as a business enabler to help UBS generate revenue.
Your expertise
• 2 - 5 years of working experience (experience on documentation review and system update in Banking/Wealth Management is preferrable though not essential)
• client focused, detail-oriented, can-do attitude to support needs of front line colleagues
• motivated to work in partnership with other departments
• strong risk and control mindset with a structured and logical approach to analysis and problem-solving
• a person with high service level standards
• a good communicator and an effective team player, with professional and positive attitude
• adaptable to a dynamic and changing environment
• able to work under pressure to strict deadlines and good at improving processes and enhancing workflows
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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