Client Onboarding Specialist
UBS
Hong Kong
3天前

Your role

Are you incredibly organized with an eye for detail? Do you know how to take care of business? We’re looking for someone like that to :

  • Responsible for controls around new client onboarding including documentation review and KYC screening ensuring static data maintained is accurate and complete.
  • Direct liaison with; and support to internal clients including operations, Legal and Compliance, Business Risk Management, Project change team etc
  • Ensure adherence to regulations, guidelines, standards and UBS policies. Maintain awareness of potential legislative and UBS policy breaches;
  • proactively review to prevent occurrence.

  • Engage in adhoc projects including systems testing (UAT), process improvement, and regulatory change initiatives.
  • Your team

    You’ll be working in the Wealth Management Middle Office Team in Hong Kong. Our team is responsible for new client onboarding documentation controls.

    We provide critical support to Client Advisor & Assistant as well as other valued partners within UBS Wealth Management Hong Kong.

    You have :

  • A university degree with 3- 5 years of experience in a Client Onboarding, KYC and / or Documentations role
  • strong problem solving skills and adaptability to process, system and regulatory changes
  • a high degree of organizational skills; controls and process oriented and attention to detail
  • Experience in team management will be a plus - evidenced with ability to plan and effectively organize work allocation and team capacity.
  • You are :

  • client service oriented and enjoys dealing with people (enjoy working in a team based environment, adaptable interpersonal skills)
  • willing to learn with strong commitment, motivation and positive attitude
  • About us

    Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions.

    That's what we do. And we do it for private and institutional clients as well as corporations around the world.

    We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

    What we offer

    Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment.

    We value your passion and commitment, and reward your performance.

    Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

    Why UBS?

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