Client Offboarding Specialist - Wealth Management

Switzerland - Zürich

Operations

Global Wealth Management

Job Reference #

320444BR

City

Opfikon

Job Type

Full Time, Part Time

Your role

Are you a motivated and flexible team member with a positive attitude and analytical way of thinking? Do you have an eye for detail and a quickness to grasp new tasks?

The main responsibilities of this role include:
• end-to-end handling of Client Offboardings, i.e. orchestration of all required activities with relevant internal partners, incl. cash transfers, asset transfers, product cancellations (e.g., cards, loans) and
custody/account/relationship deactivation
• collaboration with other Teams, e.g. Asset Transfer Team, Front / Back Office
• support of Front Office with certain responsibilities (e.g. client contact, product sales, mandate closures)
• manage standard operating procedures and work on process enhancements
• identify risk items and escalate accordingly to senior management

Your team

You’ll be working in the Client Offboading Team in Opfikon. Your team consolidates the end-to-end process of Offboardings for all Global Wealth Management clients. We offer the opportunity to work in a flexible and dynamic team with many years of experience. We’re committed to a flexible working model that allows employees to work multiple days from home. This opportunity is a start for further development and may be your chance for a professional career within UBS.

Your expertise

• commercial education/diploma or comparable education. Higher graduation is an advantage
• language skills: good skills in English and German (written and oral). Other languages are an advantage
• excellent knowledge of Microsoft applications (Word, Excel, Outlook, etc.)
• curious, eager to learn and great with receiving and giving feedback
• excellent interpersonal and teamwork skills, an absolute team player
• solution-oriented way of thinking (keen to deliver highest level of quality services)
• responsible and conscious of risks. Attention to quality and client satisfaction is imperative

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

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. 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.