Client Onboarding Specialist

Client Onboarding Specialist

Client Onboarding Specialist

Emploi Taïwan


Titre du poste : Client Onboarding Specialist

Entreprise : UBS

Description du poste : Business DivisionsGlobal Wealth ManagementYour roleAre you a master of client on boarding? Do you know how to take care of clients? We’re looking for someone like that who can:

  • review the client’s on boarding documents and maintain the clients’ static data on the systems
  • manage the client life cycle amendment request
  • output management of handling the client reporting to the clients

Function CategoryOperationsJoin usAt 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?Contact DetailsUBS Business Solutions SA
UBS RecruitingYour teamYou will be working in WM Operation team in UBS AG Taipei Bank branch to handle the operational works of client on boarding, account maintenance and closure activitiesYour expertise

  • a university degree
  • 2-3 years of experience in financial services
  • command of MS/Excel/Macro
  • totally focused on client on boarding and client life cycle management processes
  • motivated, self-directed driven (always staying up to date and improving)
  • a great communicator, with the ability to communicate appropriately at all levels in the organization
  • organized and detail oriented
  • fluent in Mandarin & English

About usUBS 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 hireWe may request you to complete one or more assessments during the application process.

Salaire attendu :

Localisation : Taipei City

Date du poste : Fri, 18 Apr 2025 02:13:51 GMT

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