Client Onboarding Specialist in Wealth Management with Italian

Job Reference #
325607BR

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:

• 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

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:

• 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

Our benefits

• 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

• 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 and Italian language skills both spoken and written

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
We may request you to complete one or more assessments during the application process. Learn more

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. 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.

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-