ICLS - Client Onboarding - Engagement Specialist

3 weeks ago

Nashville TN, United States UBS Full time

Overview ICLS - Client Onboarding - Engagement Specialist Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed. Job Type: Full Time
Be a project manager to onboard and integrate clients to UBS
Have an understanding of account opening lifecycle and requirements to get an account opened
Develop a deep understanding of UBS Investment Bank products and services
Familiarize with various legal entity types, understand and articulate ownership chains and organizational structures of varying complexity
Be an active risk manager, recognize the factors that impact client risk rating and due diligence requirements
Recommend, develop, and implement solutions to support continuous improvement of our processes, procedures, and services
Appropriately handle sensitive and confidential information
Your team You will be part of the Investment Bank (IB) Client Engagement team. Our team offers a unique opportunity to build relationships across multiple IB functions and establish partnerships with internal credit, legal, compliance, and operations teams.
Ideally a Bachelor of Arts degree in Finance, Business, and/or Economics
Ideally 3+ years of relevant experience, preferably working in financial services, compliance, or law
Ability to analyze client information and documentation to facilitate account opening
Knowledge of investment bank products and industry trends
Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. We have a presence in all major financial centers in more than 50 countries.
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. 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.
Full-time

General Business and Administrative

Banking, Financial Services, and Investment Banking

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