Jersey

Operations

Global Wealth Management

Your role

Are you looking for a new challenge within the fast-paced Wealth Management environment? Do you want to be part of a high performing team? Are you curious, proactive, and always striving to bring positive impact to clients?

We’re looking for a Tade and Client Service Specialist to:

• Support Client Advisors in UK & Jersey
• Process client orders on an execution only basis covering equities, ETF's, fixed income, structured products, FX options, SPI's and hedge funds.
• Ensuring that administrative arrangements and client-related processes are completed accurately
• Carry out daily transaction processing and complex troubleshooting in line with WMUK & Jersey trading rules
• Dealing directly with external and internal clients
• Ensure all risk management controls are adhered to in order to identify and mitigate any potential risk and appropriate management information (MI) is produced
• Manage the input and release of payments for the Jersey business.
• Perform call backs on payments that fall within the relevant thresholds.

Job Reference #

337205BR

City

St. Helier

Job Type

Full Time

Your team

You’ll be working in the Wealth Management team in Jersey. You'll play an important role in our delivery of bespoke client services and become a trusted Client Service Specialist for our valued clients. You’ll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

Your expertise :
• Financial services experience, ideally within a client facing team
• Experience dealing with private clients and supporting client advisors
• High attention to detail, even when under pressure

You have:
• An RDR compliant level 4 qualification or above (e.g. CISI level 4 Investment Advice diploma)
• A firm grasp of financial markets, back office processes and regulatory frameworks
• Familiarity with dealing on an execution only basis
• Industry experience with knowledge of key banking and operational procedures, ideally including payments
• Strong understanding of Financial Crime/Fraud
• Confidence to build strong professional relationships with other teams within the bank

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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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 and 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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.