UBS
Website:
ubs.com
Job details:
Job Type
Full Time
Job Reference #
343506BR
City
Pune
Key Responsibilities
- review, validate, and process client documentation and related requests
- maintain accurate client records and ensure alignment between documentation and system data
- support front-office and business stakeholders on documentation-related matters
- apply regulatory and control requirements in daily operations
- identify process improvements and support automation initiatives
- escalate issues, manage exceptions, and contribute to operational projects and testing activities
- safeguard client confidentiality and data privacy at all times
The team
The Client Document Hub supports delivers high-quality documentation processing services, ensuring data integrity, regulatory compliance, and an efficient experience for clients and business stakeholders.
We play a vital role in supporting client lifecycle activities of our Singapore and Hong Kong wealth management businesses By working closely with our partners across the organization
Your Skills And Experience
- bachelor's degree in Finance, Banking, Business Administration, Commerce, or a related field with 6+ years of experience
- experience in banking operations, client documentation, document management, or Wealth Management support functions
- strong attention to detail and commitment to quality
- good stakeholder management skills
- good client service mindset with excellent problem solving skills
- strong risk and control mindset with a structured and logical approach to analysis and problem-solving
- proficiency in Microsoft Office applications (Word, Excel, PowerPoint etc)
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Click on Apply to know more.
