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location iconLocations: Kraków
level iconLevel: specialist

Offering Management Associate


Management and Business Support

Asset Management

Job Reference #




Job Type

Full Time

Your role

Are you a multitasker with a dedication to detail? Are you passionate to work in a client focused and global environment?

Do you want to join the UBS White Labelling team and grow with us?

We’re looking for an Offering Management – Associate within the White Labelling Solutions – Client Management Team. Your main duties will be:

•Working with the Client Management Team to drive strong client and data risk management across the unit
•Partnering with Client Relationship Managers to collect, review and process KYC data
•Ensuring initial and recurring client risk based checks
•Establishing control lists and monitoring client data quality
•Providing management reports on a regular basis
•Updating and layouting of presentations
•Maintaining standard documents
•Supporting the Client Management team with adhoc projects
•Acting as back-up for a White Labelling Product Management - Associate

Your team

You’ll be working within a cross location White Labelling Client Management organization and will contribute actively to the team based in Switzerland and Luxembourg. Your team is dedicated to sophisticated international domiciled Clients. You have the opportunity to grow within an agile corporate culture that values individual contributions and encourages proactive input and feedback. As an Offering Management - Associate, you contribute to the growth of the Client Management – White Labelling Solutions team by ensuring high data quality as well as maintaining and improving the offering management shelf. UBS is one of the leading providers of White Labelling Solutions for traditional and alternative fund structures in Switzerland and Luxembourg. For more than 20 years, we have been structuring, launching and administering wide range of investment funds for banks, regulated asset managers and institutional investors. Please visit for more information.

Your expertise

•Minimum 2 years experience in the finance business within a relatable field
•University degree or equivalent, with a focus on banking, finance or economics
•Compliance and/or risk background would be a plus
•Reliable and focused with good demonstrated time management skills
• Great team player
• Strong analytical thinking with detail-oriented approach / working precisely (data, control of data, standard presentations etc.)
•Strong in connecting the dots between different topics (business, risk, marketing, controlling etc.)
•Sense for layouting and wording (marketing related documents etc.)
•Proficient computer skills, especially Excel, Word and Power Point (and database related tools would be a plus)
•Fluent in written and spoken in German & English

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:

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?

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."

This job is no longer available

Recruitment process for this position has ended.

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  • iconAnalytics & Reporting, Customer Service, Banking
  • iconEnglish
  • iconKraków, małopolskie

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