Business DivisionsGroup FunctionsYour roleWould you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?Your responsibilities include:
- To promote efficiency and independence in our front to back process flows by focusing on timely and accurate handling of client instruction validation, and professional and friendly Client Callbacks, related to areas including: Ad-hoc fund transfer, Cheques / Cashier Order deposit and Issuance, Security Transfer
- Support the onboarding/termination of Stock Lending Borrowing for WM clients and liaison with HK IRD for HK securities for tax exemption.
- Coordinate and support IPO documentation process with Execution desk, external brokers and legal teams.
- To manage all incoming Front Office issues/escalations related day to day instruction handling in a timely, accurate and customer friendly manner.
- To facilitate process change and continuous improvements within above mentioned areas, by addressing issues and participating in projects and initiatives to improve efficiency either within or outside the team.
- Driving Digital Change - Build and encourage a digital change culture in the team. Implement improved processes with a focus on digital straight through processing solutions. Participation and collaboration across Front-to-Back projects.
- Report or raise irregularities or issues which may cause potential breach in controls or deviations from standard processes promptly to team leader and line manager
UBS RecruitingYour teamYou will work very closely with internal partners from Front Office, Market / Location Business Managers, Processing Team and IT.Your expertise
- Overall know-how of banking products and processing areas
- Good command of English, Mandarin and or Cantonese as you will require to perform client call-backs to individuals speaking these languages on a daily-basis.
- Pleasant personality with outstanding interpersonal skills
- Organised and systematic individual who pays attention to details and accuracy
- Fast learner and ability to rotate between different topic areas and tasks
- Experience in client services and/or payment processing
- Outstanding end-user computing skills (MS Office Suite), Visual Basic, Macros etc.
- Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work