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 allaspects of Account Opening• Checking all client account opening documentation before final submission to ensure itcomplies with UBS guidelines• Working with the Docs Desk, Legal, Compliance and Operations Taxation to ensure anychanges are correctly implemented for all documentation processes and procedures• Taking ownership Read more […]
Client Documentation (KYC / Account Opening) Specialist, Private Bank recruitment
JPMorgan Chase Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the J.P.Morgan, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients. It operates across six business segments including Investment Banking, Read more […]