Job Description

Overview

ICLS - Client Onboarding - Engagement Specialist

3 days ago Be among the first 25 applicants

Job Type: Full Time

Responsibilities

• Be a project manager to onboard and integrate clients to UBS
• Have an understanding of account opening lifecycle and requirements to get an account opened
• Manage competing priorities and internal and external stakeholders
• Develop a deep understanding of UBS Investment Bank products and services
• Familiarize with various legal entity types, understand and articulate ownership chains and organizational structures of varying complexity
• Understand requirements to bring clients onboard
• Be an active risk manager, recognize the factors that impact client risk rating and due diligence requirements
• Recommend, develop, and implement solutions to support continuous improvement of our processes, procedures, and services
• Appropriately escalate issues to management, compliance, and the business
• Appropriately handle sensitive and confidential information
• Develop and maintain relationships with clients

Your team

You will be part of the Investment Bank (IB) Client Engagement team. Our team plays an important role in the success of multiple lines of business and has a direct impact on the reputation of UBS. Our team offers a unique opportunity to build relationships across multiple IB functions and establish partnerships with internal credit, legal, compliance, and operations teams.

Your expertise

• Ideally a Bachelor of Arts degree in Finance, Business, and/or Economics
• Ideally 3+ years of relevant experience, preferably working in financial services, compliance, or law
• Ability to analyze client information and documentation to facilitate account opening
• Exceptional written and verbal communication
• Knowledge of investment bank products and industry trends

About Us

UBS is the worlds 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.

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 its our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• General Business and Administrative

Industries

• Banking, Financial Services, and Investment Banking

Job Tags

Similar Jobs