Job Description

Business Divisions

Global Wealth Management

Your role

Do you know how to execute on regular business reporting and are you knowledgeable about Wealth Management products? Are you experienced in working with large databases of information? We are looking for candidates like that who can help us

• analyze, synthesize and provide insights to product managers
• build cohesive materials like business presentations and reports
• construct business metric reports
• support the Consolidated Advisory Program in their day to day operations area of focus include:

\xef\x83\x98 support project management tasks
\xef\x83\x98 provide documentation of processes and business requirements
\xef\x83\x98 review client exception requests and review program guideline violations
\xef\x83\x98 responsible for reviewing performance reporting templates
\xef\x83\x98 assist program management team with onboarding related tasks
\xef\x83\x98 provide program management with support around daily operational tasks
\xef\x83\x98 collect and organize information for monitoring and reviews

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 working in the Global Wealth Management Americas - Chief Investment Office. Our vision and mission is to be the leading provider of wealth management to (Ultra) High Net Worth clients and prospects and the firm of choice for the industry\'s best Financial Advisors. We accomplish this by enabling our Advisors to deliver a planning-driven, differentiated client experience supported by industry-leading intellectual capital, investment excellence and integrated tools and platforms.

Your expertise

You have:

• a bachelor\'s degree required, higher degree preferred
• 7+ years of experience in business management, business reporting or risk management
• a wide degree of business / product knowledge, technology savvy, and people skills
• familiarity working with large databases in multiple systems (i.e. access, excel, sql)
• strong communication skills, to both technical and non-technical audiences

You are:

• proactive and detail-oriented, yet comfortable working in a dynamic environment
• highly motivated, able to work independently and apply own initiative

Preferably you also have:
experience in Wealth Management and/or Business Reporting
Knowledge of Audit Reports - Pre and Post Compliance Reporting
Stakeholder Reporting, Handling MIS Data
Knowledge of SQL Query/Coding would be an added Advantage
experience in Client onboarding and creating documents for new clients
experience in providing commentary on post trade violations
experience on Business intelligence tools

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

UBS