Client Onboarding Specialist

Key responsibilities

We are looking for you to join our FSO Singapore Client Onboarding organization as a Client Onboarding Specialist to help us provide efficient & high-quality support to our Clients and Client Advisors.

• support Wealth Management Client Advisors and our clients on all Client onboarding matters
• facilitate the Onboarding of new client relationships and accounts for Individuals, Domiciliary Companies, Legal entities, Financial Institutions, Trusts, Funds, External Asset Managers
• ensure compliance with MAS 626 notices and Guidelines, and to mitigate risk (Legal / Regulatory / Reputational) for the bank.
• Address sanction and other AML risks identified during Client Onboarding process.
• Build strong relationships with key stakeholders such as Front Office, Legal, Compliance and Risk management teams
• Manage complex troubleshooting as required
• work within a highly motivated Client Onboarding team, and help to continuously improve processes (i.e. sharing lessons learned and best practices)
• follow and adhere to the UBS code of ethics and the relevant cross-border regulations

The team

You'll be working in the FSO Client Onboarding Team in Wealth Management Singapore at 9 Penang Road. Client Onboarding is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. Providing an excellent & outstanding client experience is our goal. Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your skills and experience

• solid banking experience or at least a bachelor’s degree in a banking/ finance-related discipline
• 2 year experience or more in a similar Client Onboarding role dealing with Wealth Management clients and supporting Client Advisors
• experience in AML/KYC and regulatory guidelines e.g. MAS 626
• solid IT skills, ideally with UBS programs such as CAWB, CBD, etc. as well as willingness to learn new tools and processes
• very good problem-solving skills
• an excellent spoken and written knowledge of English & Mandarin (which would be advantageous in serving our APAC clients)
• ability to work accurately & efficiently
• excellent (self-)organization & communication skills
• a highly motivated team player who is a team player
• highly adaptable and has an ability to work through change
• be inquisitive and challenge status quo to improve processes
• strong personality who is resilient, reliable and responsible
• able to work and be focused under pressure; perfectly organized and with high quality standards

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.
• Job Reference #: 343775BR
• City: Singapore
• Job Type: Full Time