AddressThe Security Transfers team handles the security asset onboarding process for Wealth Management clients. You will be an effective teammate, actively involved in the daily business by supporting timely and efficient settlement of all security transactions across markets that represent new asset inflows into the bank. The process is essential one that kick-starts the support of the Wealth Management business. Asset transfers require timely processing while maintaining a high standard of control and accuracy; the team also ensures any queries and coordination required are followed up timely and expertly.
With key duties also including:
- You shall liaise with transfer counterparty to negotiate and agree on transfer details and timeline
- You are responsible for processing all instructions in accordance with the trade details and ensure accuracy in the SWIFT instruction sent to custodian
- You will follow-up transfer cases to ensure smooth street settlement of the transfer
- You are to ensure all transfers are processed by EOD accurately
- You will maintain and ensure that all trade documentation is properly filed and archived
- You have the ability to liaise with custodians/counterparties/front office to resolve disputes and discrepancies.
- Ensuring that assets (securities) received and/or delivered.
- Supporting change by identifying and implementing process improvements or cost saving opportunities.
- Ongoing self development/cross training across Operations Services
Your future colleagues
This is an excellent platform for a good work life balance and working environment including remote work options. An inclusive and friendly team mirroring the wider company culture. With equal recognition and reward, regular and open feedback. As well as supporting you in long-term career progress.
The department values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural values.
- Excellent communication and stakeholder management
- Knowledge of Securities Settlement Processes will be highly valued.
- Have a strong risk mindset and be able to escalate issues and be transparent.
- Strong time management and organisational skills to manage multiple deliverables simultaneously.
- Innovative and able to drive results.
- Strong teamwork skill to collaborate with internal and external teams. Be able to demonstrate a strong partnership and inclusive to all team members.
- Microsoft Suite of applications knowledge (especially Microsoft Excel)
Your new employer
Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
