Wealth Management Client Due Diligence Team Lead

Wealth Management Client Due Diligence Team Lead

7-10 years
Not Specified

Job Description

Job Your role
Are you incredibly organized with an eye for detail Do you enjoy client servicing and delivering best in class experience for them We're looking for someone like that to:

. lead and support the onboarding process in document review and account set-up
. ensure process adherence to regulations, guidelines, standards and UBS policies. Maintain in-depth awareness of potential legislative and UBS policy breaches and act to proactively prevent their occurrence
. handle and respond timely to inquiries and escalations from Business Partners
. design and implement improvements to operational processes for overall efficiency and risk reduction
. engage in process improvement project(s) to streamline & automate the front-to-back account opening process by collaborating with stakeholders of all levels across Wealth Management
Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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
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.
Your team
You'll be working in Singapore Wealth Management Middle Office. This team offers Client Due Diligence Review for new clients, supporting both Singapore and Hong Kong business.

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
You have:
. 7-10 years of relevant experience in Wealth Management Onboarding, Client Lifecycle Maintenance or related Operations roles. Working knowledge of Hong Kong and/or Singapore regulatory landscape favored
. at least a year of leadership experience
. client focused and motivated to work in partnership with front to back stakeholders to define practical solutions that meets the internal policies and regulatory requirements
. strong risk and control mindset with a structured and logical approach to analysis and problem-solving
. experience in leading and/or implementing process changes & automation

You are:
. client service oriented and enjoys working in a team
. highly motivated with a positive can-do attitude
. effective & clear communicator comfortable in facing different stakeholders at senior levels
. adaptable to a dynamic and changing environment

About UBS

With more than 71,000 colleagues around the world, we collaborate across all major financial centers in 50 countries
Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate.  That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.

Job Source : jobs.ubs.com

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