
Ib Client Onboarding Specialist
Há 3 dias
- Operations
- Investment Bank
**Job Reference #**
- BR
**City**
- Sao Paulo
**Job Type**
- Full Time
**Your role**
- Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?
- In Group Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed, our people must:
- Put clients first. Build a high level of trust and partnership with our clients.
- Build a common understanding.
- Know what our clients want and need.
- Deliver excellence.
We're looking for a Client Onboarding Specialist to:
- Execute the processes and controls you are responsible for in a timely and accurate manner.
- Deal and analyze client documentation.
- Perform sanctions/ AML verification.
- Provide input and maintenance of onboarding information at Sinacor.
- Understand the risks associated with your business and function.
- Work across teams and functions to get the best solution or course of action.
- Ensure compliance with legal, regulatory and statutory requirements and with internal polices and contracts.
**Your team**
- You'll be working in the IB Client Lifecycle Operations Team. We maintain relationships with key stakeholders globally including onshore and offshore locations. We see that all internal and external client queries relating to BAU are acknowledged and responded to in a timely and appropriate manner.
**Your expertise**
- ideally 3 or more years of experience in Onboarding Institutional and INR clients.
- Sinacor/ Sincad experience.
- ideally advanced English skill.
- bachelors/university degree or equivalent in Business Administration or Law.
- PQO Certification (Cadastro)
- able to think creatively, flexibly and think logically to solve problems
- collaborator with a can-do attitude, able to quickly adapt within a changing environment
- knowledge in local regulation related to KYC
**About us**
- UBS is the world's largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
**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?
**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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