Account Opening Specialist – Wealth Management recruitment

Reporting directly to the Documentation Advisory Team Lead, your responsibilities will include:
• Being the first Point of Reference for all complex account opening within UBS
• Providing advice to Front Office Client Advisors and ultimately clients themselves on all
aspects of Account Opening
• Checking all client account opening documentation before final submission to ensure it
complies with UBS guidelines
• Working with the Docs Desk, Legal, Compliance and Operations Taxation to ensure any
changes are correctly implemented for all documentation processes and procedures
• Taking ownership of all account opening documents at UBS, including version control and
management of updates to documentation
• Production of Management Information for the business area
• Hosting training and Competence sessions to ensure Account Opening procedures are
correctly understood and followed

Requiements:

Experience within a Wealth Management or Asset management environment in a similar role
Strong communication skills
Track record in putting the client first
Process orientated and attention to detail
Strong knowledge of Complex Account Opening, including:
• Trust Accounts
• SIPP / SASS
• Complex Company Accounts
• Offshore Structures

Functional / Technical
Professional Behaviour - demonstrating full understanding of professional, ethical and legal standards
Good knowledge of Operations, Client Static Data and Documentation, and Risk Management
High level of internal and external client service
Understanding and Knowledge of Regulatory / Compliance requirements and internal UBS policies
Product Process Knowledge - having detailed knowledge of core products and/or processes
WM UK Operations Process Systems

We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.