Data and Documentation Specialist
24d ago

Your role

  • The role requires you to assist the manager in managing the production support within the Client lifecycle management Team.
  • As part of the role, you will also have constant interaction with the Wealth management business where your responsibility will be to handle any escalations and issues pertaining to their client's documents.
  • You will be managing a fairly large team where the key activities will be to review and process any incoming KYC and other legal documents of the clients.
  • Daily monitoring and reporting of volumes is a critical aspect of this role and you will be assisting the team manager in managing this aspect as well.

    You will also be tasked to face off stakeholders such as Legal, Compliance and Business Risk functions, especially in the space of understanding and translating any new regulatory requirements into Operational Procedures.

  • A critical aspect of this role would be to also possess the required KYC and Document review knowledge, and you will also be supporting the team manager in building up the required knowledge and process flows across the team.
  • Your team

    You’ll be working in the Client Life-cycle Team (CLM) in Singapore, supporting the Singapore and Hong Kong Wealth Management Business.

    Your experience and skills

  • A university degree
  • At least 5-7 years of experience in a role like this.
  • A strong foundation of Client KYC documents and other legal forms.
  • structured, organized and able to independently manage and prioritize the workload across the entire team.
  • 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 almost 900 offices and more than 50 countries. Do you want to be one of us?

    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.

    Why UBS?

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