UBS
ICLS - Client Onboarding - Engagement Specialist
Join to apply for the ICLS - Client Onboarding - Engagement Specialist role at UBS.
Your role Are you organized and detail oriented? Do you see opportunity when faced with a challenging problem, and are you willing to deep dive to identify solutions and deliver results?
We're looking for someone like this to:
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
Familiarise 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 escalates issues to management, compliance, and the business
Appropriately handle sensitive and confidential information
Develop and maintain relationships with clients
Job Type Full Time
Job Reference # 327912BR
City Nashville
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 a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft, passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also use artificial intelligence (AI) to work smarter and more efficiently. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
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Your role Are you organized and detail oriented? Do you see opportunity when faced with a challenging problem, and are you willing to deep dive to identify solutions and deliver results?
We're looking for someone like this to:
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
Familiarise 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 escalates issues to management, compliance, and the business
Appropriately handle sensitive and confidential information
Develop and maintain relationships with clients
Job Type Full Time
Job Reference # 327912BR
City Nashville
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 a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft, passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also use artificial intelligence (AI) to work smarter and more efficiently. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
#J-18808-Ljbffr