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Data & Document Specialist (German speaker)
location iconLocations: Wrocław
level iconLevel: specialist
time iconWorking hours: Full time

Data & Document Specialist (German speaker)



Global Wealth Management

Job Reference #




Job Type

Full Time

Your role

Are you client-driven and interested in joining the banking industry? We’re looking for someone who can:
• act as a Subject Matter Expert for handling and processing Static Data, and related products
• verify correctness and completeness of Static Data request
• maintenance of client data
• be responsible for the lifecycle of client information
• prepare management reports
• update and communicate policies, processes and procedures concerning the unit
• investigations and support
• reply to investigation

Your team

You’ll be working in the Operations Processing Team in Wrocław for Wealth Management and Asset Servicing department. You will be in close collaboration with all departments and with the operations team based in Luxembourg. We are supporting global UBS Private Clients. You will be responsible for review/collect Client Documents and for open/maintenance/close Client Static Data in UBS Online Banking System. Your main duties will be providing service to Client Advisors. Team is operating between 8:00am and 6:00pm (work on shift pattern).

Your expertise

• university degree
• strong analytical skills
• client-oriented approach
• can-do attitude
• great organizational skills

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.


  • iconAdministration, Banking
  • iconEnglish, German
  • iconWrocław, dolnośląskie

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