Address Your role Would 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
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
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?
Disclaimer / Policy Statements
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.
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
You'll be employed by and work at Credit Suisse Management (Australia) Pty Limited in the Wealth Management Division the course of Credit Suisse integration into UBS
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About us
UBS is the world's largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
