Job Opportunities in Poland
October 1, 2024
UBS
Wrocław
OTHER
Data & Document Specialist - Client Lifecycle Management
Poland
Operations
Global Wealth Management
Job Reference #
301077BR
City
Wroclaw
Job Type
Full Time
Your role
At UBS WM Operations Wroclaw you can contribute with the processing and management of end-to-end client transactions on behalf of multiple European locations.
Document Maintenance processes include:
Document Maintenance processes include:
- management of client documentation and processing of on-boarding, off-boarding and maintenance requests
- checking completeness and consistency of received documentation
- maintenance and enrichment of client data information in internal systems
- updating client data
- ensuring that received documents are in line with application form information and comply with all UBS and regulatory guidelines
- performing internal control to ensure data quality
Your team
You will be part of the Client Lifecycle Management Team in Global Wealth Management Operations.
Everyone has a specific talent. Our goal is to make sure your talents are utilized to their full extent and that you have the opportunity to develop it for the benefit of our team, our clients and our firm.
We achieve this by:
Everyone has a specific talent. Our goal is to make sure your talents are utilized to their full extent and that you have the opportunity to develop it for the benefit of our team, our clients and our firm.
We achieve this by:
- enabling people to make decisions
- making people more accountable
- unlocking personal potential
- involving you in the process design and implementation of projects
- collaborating across UBS community
- private medical care
- life insurance for employees and additional insurance options available for family members
- pension plan
- charity days
- training and development
- Internal Mobility and Employee Referral Program
- hybrid working model
Your expertise
Whilst experience helps, it is not necessary as full training is provided in all of these complex disciplines.
We are looking for
We are looking for
- curious self explorers who like to try new things and make change happen
- a strong customer focus
- a willingness to learn, take ownership and make decisions
- a digital mindset where you help us provide a truly seamless client experience
- practical ability to work with modern tools and being solution oriented
- excellent communication, influencing and relationship building skills
- strong English language skills both spoken and written (other European languages would also be an asset – Italian, German)
- experience in risk management
- strong problem solving skills
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.
We have a presence in all major financial centers in more than 50 countries.
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 #team UBS and make an impact?
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 #team UBS and make an impact?
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com
Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com
We regret to inform you that this job opportunity is no longer available
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