Data & Document Specialist

  • Competitive
  • Singapore
  • Permanent, Full time
  • UBS AG
  • 19 Aug 17


Job Type
Full Time

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:
– Provide help and support regarding all document processing matters
– Responsible for the life cycle of client information by reviewing account documentation & maintaining static data and ensuring the accuracy and completeness of all sourced data
– Direct liaison with, and support to internal clients. Task will include hotline/advisory support, This will require a developed understanding of the various UBS product offerings including Portfolio, Discretionary Management, Trust and Margin Lending etc
– May require direct liaison with, and support to mainly internal clients or business partners including other departments within operations, Legal and Compliance, Business Risk Management, Project team etc
– Ensure adherence to regulations, guidelines, standards and UBS policies. Maintain a highly developed awareness of potential legislative and UBS policy breaches and act to proactively prevent their occurrence
– Engage in adhoc project, including systems testing (UAT), process improvement, cross-border initiatives, new regulatory

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?

Your team
You'll be working in the Client Lifecycle Management Team in Singapore. Our role is responsible for day-to-day operations of documentations to provide critical support to Client Advisor/ Client Advisor Assistant & other partners within UBS Wealth Management Hong Kong & Singapore.

Your experience and skills
You have:
– a university degree
– knowledge of client documentation requirements (both internal & external). Although not expected to have this knowledge initially, the incumbent must display a strong eye for detail and be able to use checklists and procedures to enhance his/her knowledge and get up to speed quickly
– analytical skills (able to analyze instructions, process requests, manage / handle complex problems)
– strong problem solving skills and capability to adapt to changes
– a high degree of organizational skills, is controls and process oriented, shows attention to detail

You are:
– client service oriented and enjoys dealing with people (enjoy working in a team based environment, adaptable interpersonal skills)
– willing to learn with strong commitment, motivation and positive attitude

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.

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.