UBS Financial Services Data and Documentation Specialist in Hong Kong, Hong Kong

Your role:

Are you incredibly organized with an eye for detail? Do you know how to take care of business? We’re looking for someone like that to:

  • Assist the team manager in managing the production support within the Client lifecycle management Team. As part of this role, the individual must also be familiar with reviewing any documentation relating to Wealth management clients.

  • Provide support to the team manager in managing resources across the various sub-teams in the Client Lifecycle management team and can also take up the responsiblities of providing MIS data on a regular basis to senior managers.

  • Review and process various documentation relating to Wealth Management clients. The various types of documents include

  • Product subscription documentation

  • Tax documentation

  • Client requests to make changes to their records

  • KYC related documents

  • Provide support to Client Advisors on these types of documents and provide pre-vetting support if needed. This also includes giving support to them for any exception handling they may face with their clients.

  • Ensure that the document records correspond with data in the system.

  • Able to understand new regulatory requirements, translating them into operational procedures.

  • Participate in ad-hoc projects either in the form of:

  • Support for system testing

  • Providing inputs to existing business rules

  • Establishing new business rules and getting sign-offs from the various stakeholders.

  • Project management involvement for large scale projects

  • Provide support to the manager in terms of managing day-to-day escalations and issues.\"

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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.

Your team:

You’ll be working in the Middle office team in Hong Kong supporting the Wealth Management Business.

Your expertise:

You have:

– A university degree

– At least 7-10 years experience in a role like this

  • A strong foundation of Wealth management client documentation.

  • Have at least 3-5 years of experience in managing mid-size teams

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 183184BR

Business Divisions: Corporate Center

Title: Data and Documentation Specialist

City: Hong Kong

Job Type: Full Time

Country / State: Hong Kong

Function Category: Operations