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location iconLocations: Wrocław
level iconLevel: specialist
time iconWorking hours: Full time
Wealth Management Operations Specialist – Reporting Area

Wealth Management Operations Specialist – Reporting Area



Global Wealth Management

Job Reference #




Job Type

Full Time

Your role

Wealth Management Operations Specialist – Reporting & Control Area

At UBS WM Operations Wroclaw you can contribute with the processing and management of end-to-end client transactions on behalf of multiple European locations.

Core Reporting and Control area processes include:

- Being responsible for daily, weekly and monthly regulatory and tax reporting,
- Monitoring discrepancies, launching investigations, correcting errors,
- Supporting various types of risk management related processes,
- Collecting and preparing data and materials for decision-making forums and supporting execution of agreed actions,
- Providing various types of regular and ad-hoc analysis and assessments for operational risk & performance related topics,
- Actively monitoring metrics and indicators in order to identify potential hot spots,
- Taking part in various improvement and remediation processes to decrease potential risks across the bank,
- Improving efficiency of existing processes related to the risk and performance monitoring, coming up with ideas. and proactively challenging the status quo

Your team

Everyone has a specific talent. Our goal is to make sure your talents are utilized to their full extent and that you have the opportunity to develop it for the benefit of our team, our clients and our firm.

We achieve this by:

- Enabling people to make decisions
- Making people more accountable
- Unlocking personal potential
- Involving you in the process design and implementation of projects
- Collaborating across UBS community

Our benefits:

- Private medical care
- Life insurance for employees and additional insurance options available for family members
- Pension plan
- Charity days
- Training and development
- Internal Mobility and Employee Referral Program
- Hybrid working model (remote work opportunities).

Your expertise

Whilst experience helps it is not necessary as full training is provided in all of these complex disciplines.

We are looking for:

- Curious self explorers who like to try new things and make change happen
- A strong customer focus
- A willingness to learn, take ownership and make decisions
- A digital mindset where you help us provide a truly seamless client experience
- Practical ability to work with modern tools and being solution oriented
- Strong attention to details and risk awareness
- Excellent communication, influencing and relationship building skills
- Strong English language skills both spoken and written (other European languages would also be an asset).

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?

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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?

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.

Please submit your application in English

You are kindly requested to include the following clause in your application: "Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w ofercie pracy dla potrzeb procesu rekrutacji zgodnie z ustawą z dnia 27.08.1997r. Dz. U. z 2002 r., Nr 101, poz. 923 ze zm."


  • iconAnalytics & Reporting, Banking
  • iconEnglish
  • iconWrocław, dolnośląskie

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