Responsible for setting up client access to UBS systems, maintaining client data, and executing integration of client-to-UBS systems for electronic order flow, API connections, and reporting generation.
Responsibilities
Drive the organisation forward by working with purpose and passion
Put the client experience at the centre of what we do
Connect across the organisation, work in new ways, deliver high quality services and engage in meaningful work
Know what our clients want and need by working in partnership with the business divisions and Group Functions to serve our end clients
Build a clear picture of the client landscape and the aspects of our services that are most valuable to them
Onboarding KYC Operations Analyst will assist with the drafting and gathering of client documents and verification of client data via public domains and internal sources at a client level prior to final review by a KYC Operations Reviewer and the client-facing team.
Responsibilities
Collection and Verification of confidential client data via publicly available and internal sources
Understand the firm’s KYC requirements when completing documentation inclusive of Customer
Identification Program (CIP), Simplified Due Diligence (SDD), Basic Due Diligence (BDD), Enhanced Due Diligence (EDD)
Take independent decisions consistent with client identification policy
Compare and contrast differences within KYC records, highlight and escalate any discrepancies
Support private bankers in IMAP team in Singapore to deliver exceptional client service and experience, acting as the point-of-entry contact for client queries and orders.
Responsibilities
Support private bankers in IMAP team to deliver exceptional client service and experience
Be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
Assist with account opening, onboarding, due diligence and monitoring activities
Support with documentation for client meetings, investment proposals and the like
Collaborate with colleagues to ensure all client accounts comply with legal, compliance and regulatory requirements
Requirements
university degree or institute of higher education
Support high-quality equity strategy research through financial modeling, data management, and the development of clear investment insights, focusing on China A-share markets.
Responsibilities
Monitor China A-share market developments, earnings trends, economic data releases, and investors’ flows
Conduct quantitative and fundamental analysis of China A-share markets, sectors, styles, and themes
Build, maintain, and enhance financial models and databases that support research publications
Support senior strategist in authoring high-quality research reports, thematic notes, marketing materials, and stakeholder discussions
Respond to research requests and collaborate effectively across teams and regions
Requirements
Bachelor’s degree or equivalent in a relevant discipline
Nice to have: AI tools for research, analysis, or workflow improvement
Act as a single point of contact and case manager for Front Office onboarding requests, providing pre-onboarding advisory to Relationship Managers to ensure correct first-time account opening and client due diligence.
Responsibilities
Act as a single point of contact and case manager for Front Office onboarding requests
Provide pre-onboarding advisory to Relationship Managers to get it right first time
Review CID, KYC and SoW requirements, minimizing errors, rework, and rejection rates
Independently review account opening documents and SoW write-ups across account types
Escalate higher-risk matters and regulatory questions to Financial Crime Compliance for sign-off
Book trades and release instructions for inbound, outbound, and internal security transfers/buys and sells, and monitor settlement of transactions on value date.
Responsibilities
book trades and release instructions for inbound, outbound, and internal security transfers/buys and sells
make agreement of settlement instructions with international counterparties
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