UBS Financial Services Onboarding and Transitions Management Specialist (Product & Client) in Wroclaw, Poland

Your role:

Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high level of risk awareness? We're looking for someone like that to:

– serve as the Investment Administration point of contact to UBS Asset Management and all teams within Group Operations for all Product or Mandate on-boardings, off-boardings and transitions

– partner with the wider Group Operations organisation to source and provide advice and capability assessment of the proposed Product or Mandate from an operational perspective

– work closely with Client Relationship Managers, Product Managers, Investments Teams and Group Operations globally to co-ordinate and execute all Operations specific activities to support the success of all Product or Mandate onboarding, off-boarding and transition events

– establish and maintain client data pertaining to any Product or Mandate Launch, or a structural or strategy changes

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.

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 will be working in the Investment Administration Client Mandate, Product On-Boarding and Transitions Management Service Delivery Function. The team is responsible for the coordination and execution of all Operations specific Transition activities relating to Client Mandate and Product On-boarding, Off-boarding, Structure and Strategy changes.

The team, based in Wroclaw, Poland, is part of a global function which has presence in London, Chicago, Zurich and Singapore. The team works in close conjunction with Client Relationship Managers, Product Managers, Investment Teams and various global functional Operations teams.

Your experience and skills:

You have:

– 2-3 years minimum experience in transitions management experience, including direct custodian interaction

– experience of the Asset Management industry would be an asset

– understanding of Global Markets, Exchange practices and a wide range of Instrument and Asset types

– a strong risk-awareness mentality and knowledge of global regulations for Asset Managers

– strong written and verbal communication skills

– ability to multi-task and solve problems in a fast-paced team environment

– excellent organizational and co-ordination skills

You are:

– fluent in English

– adaptable, with strong interpersonal and communication skills

– highly numerate and have excellent PC skills, including excel

– accountable for your actions

– able to work collaboratively within a team

– able to provide constructive challenge

– delivery orientated


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?

Job Reference #: 149757BR

Business Divisions: Corporate Center

Title: Onboarding and Transitions Management Specialist (Product & Client)

City: Wroclaw

Job Type: Full Time

Country / State: Poland

Function Category: Operations