Maria
Maria
from Ukraine
See my story
Gonçalo
Gonçalo
from Portugal
See my story
Alejandra
Alejandra
from Colombia
See my story
Pier
Pier
from Italy
See my story
Sandra
Sandra
from Mexico
See my story
Frederik
Frederik
from Denmark
See my story
beign your career journey with accenture

UBS
UBS
location iconLocations: Wrocław
level iconLevel: intern/junior
time iconWorking hours: Full time

Internship in Wealth Management Operations - Client Lifecycle Manageme

Poland

Operations

Global Wealth Management

Job Reference #

247875BR

City

Wroclaw

Job Type

Full Time

Your role

Core Client Lifecycle Management area processes include:

- Setting up new accounts and required accesses in the system in accordance with provided documentation
- Processing updates to client's account such as tax documentation, address amendments,
- Handing management of custodian fees, including but not limited to: fees allocation, managing tariffs on client accounts, charging fees, fund accounting, cash reconciliation
- Handling preparation of bespoke credit documentation for: multi option facilities
- Producing of various general letters of correspondence either requested by clients or required to be sent by legal obligations
- Constantly looking for opportunity to speed up the process /decisions and increase client satisfaction
- Deep understanding of process risk and work to mitigate and reduce risk

Your team

You’ll be working in the Securities Processing & Client Administration team in Wrocław. We deliver outstanding service to the Wealth Management UK business and ensure client satisfaction is on the highest level. We also drive improvements to the overall client experience by working with other areas of the Bank to ensure a seamless service.

Our internship is an ideal way to gain the work experience you’ll need to launch your career. It’s also an opportunity to work with and learn from some of our sharp people in the team. Your paid internship will last 12 months based on a 40-hour week with flexible working hours between 8am-7pm. Successful interns will have an opportunity to remain at UBS on a permanent basis.

Your expertise

You don't have to show us previous professional experience, but if you have it, it’s an asset.

You have:
– skills and student status or university degree in finance or economics
– strong communication, influencing and relationship building skills
– excellent attention to detail and accuracy
– the ability to take responsibility and stay focused on objectives with a can-do-attitude
– the proven ability to handle multiple projects and manage conflicting priorities
– a pro-active attitude

You are:
– motivated, self-directed and driven
– comfortable working independently, as well as in a team-oriented, collaborative environment
– adaptable, able to work across teams and functions
– fluent in English, both spoken and written
– keen to serve the client through a team approach, drawing upon the know-how of other specialists
– reliable when working independently, with sound judgment for when to escalate issues

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."

Details

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

Company profile

  • About us
  • Job offers (553)

selected offers

Career Opportunities for Czech / Slovak Speakers
flag English, Czech, Slovak
locationWrocław
Career Opportunities for Danish Speakers
flag English, Danish
locationWrocław
Career Opportunities for Norwegian Speakers
flag English, Norwegian
locationWrocław

Do you want to be always up to date?

Create job alert and start getting similar offers directly to your mailbox!