Job Description

Business Divisions

Global Wealth Management

Your role

The Global Wealth Management Banking Americas group offers products and services to UBS Financial advisors and clients to help them meet their financial needs and goals. The products and offerings include loans to High New Worth (HNW) and Ultra High Net Worth (UHNW) clients of the firm. The Portfolio Risk Manager role is part of the team's 1st line of defense.
Principal Responsibilities:

• Manage a portfolio of loans to HNW and UHNW clients consisting of various collateral types including but not limited to Marketable Securities, Private Equity, Hedge Funds, LP interests, and Unsecured
• Prepare high quality credit presentations within defined periodic review due dates that accurately summarize the loan purpose, terms and conditions, sources of repayment, risks, credit strengths and weaknesses
• Apply financial principles, theories, concepts, and techniques to analyze information and loan collateral in accordance with policies, procedures, and industry practice
• Keep current on major developments and changes in market and client financial condition to identify and escalate potential negative trends that could lead to the deterioration of credit quality and internal ratings
• Continuously monitor and manage the ongoing performance of an assigned portfolio for adherence to financial reporting requirements, covenant compliance, and collateral condition. Make timely recommendations to loan classifications and internal risk ratings and develop remediation plans in conjunction with Senior Managers as required
• Transition loans from Underwriting to Portfolio Management timely with adherence to strict quality control parameters to ensure systems, trackers, and loan files accurately reflect approved terms and conditions, legal documentation, and file completeness
• Maintain and update borrower's loan data in internal systems and trackers
• Participate in the development and ongoing updates to process and procedure documents

Function Category

Business management, administration and support

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Your team

You will be part of the Wealth Management Banking Chief Administrative Office.

Your expertise

• University undergraduate degree
• 3+ years of experience in a lending in a regulated environment (preferably within the Private Banking space)
• Strong understanding of the HNW/UHNW business or ability to learn quickly
• Demonstrated strong risk and program management skills with the ability to demonstrate a control mind-set
• Proficiency in Microsoft Office suite of products
• Ability to deliver quality results against fast-paced project deliverable deadlines
• Experience writing credit presentations, policies, procedures, and responses to audit/regulatory inquiries
• Ability to work very well with others as the role requires close coordination with all product, operations, sales, legal, compliance, and support units, as well as external vendors and affiliates
• Excellent written and oral communication skills; strong organizational skills
• Detail oriented and careful about quality of work
• Expert problem-solver
• Ability to produce professional-looking presentations and reports

About us

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html