Client Onboarding Specialist

Key responsibilities :

We are looking for you to join our FSO Singapore Client Onboarding organization as a Client Onboarding Specialist to help us provide efficient & high-quality support to our Clients and Client Advisors.

• support Wealth Management Client Advisors and our clients on all Client onboarding matters
• facilitate the Onboarding of new client relationships and accounts for Individuals, Domiciliary Companies, Legal entities, Financial Institutions, Trusts, Funds, External Asset Managers

• ensure compliance with MAS 626 notices and Guidelines, and to mitigate risk (Legal / Regulatory / Reputational) for the bank.
• Address sanction and other AML risks identified during Client Onboarding process.

• Build strong relationships with key stakeholders such as Front Office, Legal, Compliance and Risk management teams
• Manage complex troubleshooting as required

• work within a highly motivated Client Onboarding team, and help to continuously improve processes (i.e. sharing lessons learned and best practices)
• follow and adhere to the UBS code of ethics and the relevant cross-border regulations

The team :

You'll be working in the FSO Client Onboarding Team in Wealth Management Singapore at 9 Penang Road. Client Onboarding is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. Providing an excellent & outstanding client experience is our goal. Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your skills and experience :

• solid banking experience or at least a bachelor’s degree in a banking/ finance-related discipline
• 2 year experience or more in a similar Client Onboarding role dealing with Wealth Management clients and supporting Client Advisors

• experience in AML/KYC and regulatory guidelines e.g. MAS 626
• solid IT skills, ideally with UBS programs such as CAWB, CBD, etc. as well as willingness to learn new tools and processes

• very good problem-solving skills
• an excellent spoken and written knowledge of English & Mandarin (which would be advantageous in serving our APAC clients)

• ability to work accurately & efficiently
• excellent (self-)organization & communication skills

• a highly motivated team player who is a team player
• highly adaptable and has an ability to work through change

• be inquisitive and challenge status quo to improve processes
• strong personality who is resilient, reliable and responsible

• able to work and be focused under pressure; perfectly organized and with high quality standards

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