Client Onboarding Specialist

4 semanas atrás


São Paulo, Brasil UBS Tempo inteiro

Overview

Job Reference #: BR

City: Sao Paulo

Job Type: Full Time

Your role

Are you well organized with an eye for detail? Do you know how to take care of business?

  • perform client onboarding, renewals and offboarding in accordance with Business Line requirements.
  • work across teams and functions to get the best solution or course of action.
  • create relationships across UBS to gather, share and leverage solutions for our clients.
  • ensure compliance with legal, regulatory, and statutory requirements and with internal policies and contracts.
Your team

You’ll be working in the Integrated Client Lifecycle Services team based in Sao Paulo, Brazil. We are responsible for Client Lifecycle processes in UBS and all regulatory requirements related to them.

Your expertise
  • previous work experience in client documents and KYC processes
  • ideally advanced English
  • great communication skills, with the ability to communicate appropriately at all levels in the organization
  • organized and detail oriented
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 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.

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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