Address Australia
Operations
Group Functions
Job Reference #
291292BR
City
Sydney
Job Type
Full Time
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?
Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:
Know what our clients want and need.
Deliver excellence.
Drive the organisation forward by working with purpose and passion.
We’re looking for an Trading Services Specialist to:
Monitor and process life cycle events for structured products, FX and OTC Derivatives.
Handle escalations and requests from internal and external clients in a timely and accurate manner.
Manage internal and external brokers to ensure timely delivery of confirmations.
Support the execution desk for trade management activities.
Ensure procedures are up-to-date and maintain proper records.
Perform reconciliations and investigate open items.
Have the ability to liaise with custodians/counterparties/front office to resolve disputes and discrepancies.
Ensure that End Of Day/ week/ month processes are completed accurately ahead of deadline.
Supporting change by identifying and implementing process improvements or cost saving opportunities.
Ongoing self-development/cross training across Operations.
Your team
You’ll be working in the Wealth Management Trading Services team based in Sydney. The team is responsible for managing all post execution trade flows, trade amendments and trade life cycle events for Australian Wealth Management clients. Working closely with execution desks, front office personnel and external brokers, the team collectively to ensure that trades are booked accurately and timely into our clients’ accounts. This is an excellent platform for a good work life balance and working environment including remote work options.
Your expertise
Excellent communication and stakeholder management
Knowledge of Securities Trading 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)
Knowledge of OTC products would be nice to have but not essential.
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
#LI-TC1
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.
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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?
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
