Temporary - Client Onboarding Formalities (Wealth

1 semana atrás

São Paulo, São Paulo, Brasil UBS Tempo inteiro
Brazil
- Business management, administration and support
- Group Functions
**Job Reference #**
- 294982BR
**City**
- Sao Paulo
**Job Type**
- Full Time
**Your role**
- Are you an analytical person? Would you like to help us enhance our client experience, now and for the future?
- We're looking for a analyst to:
- This role will be focused on Onboarding activities such as account/relationship opening, periodic renewals, account closure and maintenance required in the Client Onboarding Formalities process, with a strong focus on ensuring that client documentation meets the Bank's policies, standards, and applicable local legal/regulatory requirements.
**Your team**
- The Client Onboarding Formalities team supports the Wealth Management structure in Brazil and it is responsible to ensure the high quality of information and documentation of clients regarding Account Opening, periodic renewals, closure, and maintenance.
- The department is also responsible for powers and signature validation for client's operation as well as input in the system.
**Your expertise**
- Previous experience with documentation analysis;
- Regulatory requirements, and industry practices;
- Analytical skills with solid attention to detail;
- Intermediate English;
- Strong communication and interpersonal skills;
- Strong dedication as a team member and the skills to liaise with different partners across functions;
- Critical thinking and ability to work effectively under pressure in a busy environment;
- Dedication to fostering an inclusive culture and value diverse perspectives.
**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.
**How we hire**
**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.

  • Temporary - Client Lifecycle Management (Wealth

    1 semana atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Business management, administration and support- Group Functions**Job Reference #**- 294983BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you an analytical person? Would you like to help us enhance our client experience, now and for the future?- We're looking for a analyst to:- You will assist in onboarding and quality assurance...

  • Client Onboarding Analyst

    1 semana atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    BrazilOperationsGlobal Wealth Management**Job Reference #**251525BR**City**Sao Paulo**Job Type**Full Time**Your role**Are you keen to actively contribute to the onboarding workflow and client lifecycle? Do you have a client service orientation and high risk awareness?We're looking for a Onboarding and KYC Analyst to:- be part of our client lifecycle...

  • Wealth Management Associate

    4 semanas atrás

    São Paulo, São Paulo, Brasil VO2 Capital Tempo inteiro

    COMPANY DESCRIPTIONVO2 Capital is a boutique multi-family office specializing in real estate-focused wealth management solutions for emerging market investors in Brazil and the United States. Founded in 2019, we pride ourselves on transparency and alignment with our clients, co-investing in every opportunity we recommend. Our investment philosophy emphasizes...

  • Banker Pleno

    Há 3 dias

    São Paulo, São Paulo, Brasil Nord Wealth Tempo inteiro

    Vaga: Banker PlenoNord WealthA Nord Wealth é uma empresa que oferece um serviço completo de gestão patrimonial, abrangendo desde o planejamento financeiro até a gestão de ativos e estruturas sucessórias e internacionais. Estamos em busca de Bankers que tenham interesse em gerenciar uma carteira de clientes fornecida pela Nord Wealth. Além disso,...

  • Onboarding & Client Intern

    Há 2 dias

    São Paulo, São Paulo, Brasil Ubs Tempo inteiro

    Brazil- Business management, administration and support- Global Wealth Management**Job Reference #** BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you an analytical thinker?Do you know how to be detail-oriented and want to work in a Multi-Family Office?We're looking for an intern to:- assist the input process client's transaction in our...

  • Client Onboarding Analyst

    Há 4 dias

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Operations- Investment Bank**Job Reference #**- 319976BR**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 ?We're looking for a Client Onboarding Analyst to:- perform client onboarding, renewals and offboarding in accordance with Business Line requirements.-...

  • Wealth Management Brazil Formalities Legal Entity

    Há 2 dias

    São Paulo, São Paulo, Brasil Ubs Tempo inteiro

    Brazil- Business management, administration and support- Global Wealth Management**Job Reference #** BR**City**- Sao Paulo**Job Type**- Part Time**Your role**- Our new intern will play an indispensable role supporting the area's daily activities, being responsible for:- Performing periodic reviews and opening accounts for investment funds- Preparing...

  • Banker Pleno

    Há 2 dias

    São Paulo, São Paulo, Brasil Nord Wealth Tempo inteiro

    Vaga:Banker PlenoNord WealthA Nord Wealth é uma empresa que oferece um serviço completo de gestão patrimonial, abrangendo desde o planejamento financeiro até a gestão de ativos e estruturas sucessórias e internacionais.Estamos em busca de Bankers que tenham interesse em gerenciar uma carteira de clientes fornecida pela Nord Wealth.Além disso, buscamos...

  • Banker Pleno

    Há 4 dias

    São Paulo, São Paulo, Brasil Nord Wealth Tempo inteiro

    Vaga: Banker PlenoNord WealthA Nord Wealth é uma empresa que oferece um serviço completo de gestão patrimonial, abrangendo desde o planejamento financeiro até a gestão de ativos e estruturas sucessórias e internacionais. Estamos em busca de Bankers que tenham interesse em gerenciar uma carteira de clientes fornecida pela Nord Wealth. Além disso,...

  • Global Wealth Management Intern

    4 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- 325629BR**City**- Sao Paulo**Job Type**- Part Time**Your role**- Do you have an eye for details? Are you interested in Wealth Management area? Do you want to develop your organization and problem-solving skills?We're looking for an intern to:- support on daily...