UBS Financial Services Private Bank Program Design Lead in New York, New York

Private Bank Program Design Lead

United States - New York

Management and Business Support

Global Wealth Management

Job Reference #:



New York

Job Type:

Full Time

Your role:

  • Private Bank Design Program lead is responsible for owning a myriad of procedures, processes and policies related to the Private Bank products and service offerings

  • Apply technical skills and knowledge of regulatory standards, laws, statutory requirements based on your background and expertise in this space

  • Strong partnership across Lines of Defense, effectively collaborating with business partners at the Bank

  • Excellent communication skills, agile and flexible in a dynamic environment

  • Provide Subject Matter Expertise on potential key risks identified during the EDD review process (e.g., SOW corroboration, negative news/adverse media screening, collection of required UBO/partner documentation, customer activity reviews, client risk rating, etc.)

  • Provide recommendations for PKR process improvement techniques, efficiency levers while meeting regulatory requirements

Your team:

You will be a member of the Chief Administrative Officer (CAO) team of the UBS AG Private Bank and Financial Services Inc..

Your expertise:

  • BSA/AML, KYC, Private Banking products and services in the international space

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?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, 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.

UBS is proud to be an equal opportunities employer. We are committed to providing equal access to employment opportunities to all prospective employees within the recruitment process. UBS complies with and supports all national and local laws pertaining to non-discrimination and advancement opportunity, including those relating to making reasonable accommodations to the recruitment process for applicants who require them.
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