Poland

Operations

Asset Management

Your role

Do you like to contribute to a great client experience? Is a client-orientated mindset important to you and your trademark? Are you interested in operational aspects of financial services and risks associated with providing these to clients? If yes, then we are looking for you.


We’re searching for a Client Onboarding Specialist in Asset Management to:

• Be a competent contact person for our client relationship mangers covering institutional clients and to support the central processes in onboarding, lifecycle management and offboarding of client mandates
• Review of contractual documents, in particular with respect to regulatory, legal and economic aspects (agreements, client related documents, taxes, etc.)
• Implementation and management of internal processes for approval and risk management
• Understand our client’s needs and work across teams and functions to achieve the best solutions
• Capture core operational data and documents, archiving of evidence / legal agreements
• Contribute to and potentially lead projects to further improve the Client Onboarding function

Job Reference #

313210BR

City

Wroclaw

Job Type

Full Time

Your team

You’ll be part of the global Client Service function and working in the Asset Management Client Onboarding Team in Wroclaw, Poland. As a Client Onboarding Specialist you’ll play an important role representing UBS Asset Management towards its clients and ensuring a smooth establishment of the client relationship.

Your team is part of Client Coverage within UBS Asset Management. Our business offers industry leading capabilities on a truly global scale. With over 1.8 trillion* in invested assets, we are the third largest Europe-based asset manager and the number 12 firm globally. Client Coverage is the sales organization driving the growth of our business by building relationships with Clients (*as of 31 Dec 2024)

Your expertise

• Bachelor or Master degree in banking, finance, law, international business or equivalent
• Business fluent in English and German or French
• Ideally you worked in a similar role previously for 3 to 7 years
• Understanding of and sound interest in financial services and instruments (e.g., bonds, securities, derivatives FX, corporate actions) and relevant involved parties
• Able to think creatively, flexibly and logically with a positive can-do attitude
• Interested in digitization and an affinity for technology
• Clear and effective communicator

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.

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com