UBS Financial Services Client Onboarding Specialist in Hong Kong, Hong Kong

Job Reference #:


Business Divisions:

Corporate Center

Your role:

Are you incredibly organized with an eye for detail? Do you know how to take care of business? We’re looking for someone like that to:

– Oversee the top priorities for Wealth Management Business and act as the key contact for client advisors and client advisor assistants

– Orchestrate the Front to Back process with prioritization framework for any new client onboarding/account opening request

  • Liaise with different parties along the onboarding process to deliver the desired results for business

– Provide the management reporting to senior managers in Group Operations and Business

– Manage the escalations from Business related to Account Opening

– Supervise and provide the necessary coaching to upskill the team

– continuously review and improve the client onboarding process and service delivery experience


Client Onboarding Specialist


Hong Kong

Job Type:

Full Time

Country / State:

Hong Kong

Function Category:


What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Why UBS? Video

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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 team:

You’ll be working in the Onboarding Middle Office team in Hong Kong. Our role is to oversee the front to back operation environment and to ensure the clients are onboarded in a seamless and efficient manner with the collaboration with key stakeholders.

Your experience and skills:

a university degree with at least 3 years of experience in a Client Onboarding/KYC role

  • experience of team management and coaching

  • client focus and good interpersonal ability to manage stakeholders of all levels coupled with the confidence to always challenge and ask questions

  • a structured and logical approach to analysis and problem-solving

You are:

  • a fast learner and able to adapt to a dynamic and changing environment

  • organised, able to multi-task and prioritise

  • able to take accountability and ownership and see cases through to closure

  • self-motivated and result-oriented

  • able to communicate clearly and effectively to different stakeholders

  • a good team player with strong attention to detail

  • able to work under pressure and tight deadlines

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?