International Client Risk Associate

UBS San Diego , CA 92140

Posted 2 weeks ago

Are you adapt at making risk-based decisions? Do you enjoy partnering across multiple business area, home office and field functions to lead strategic initiatives and build new capabilities? Are you incredibly organized with an eye for detail? Do you have what it take to lead a high performance team that deals with complex client situations? Are you a great communicator, with the ability to communicate appropriately at all levels in the organization and organized and detail oriented?

We're looking for someone like that to be part of a team that will

  • help prospective international clients and advisors gather, process and collect all the documentation required to become a client of UBS

  • execute account updates and maintenance to ensure to ensure that the document records correspond with data in the system

  • conduct ongoing client reviews to ensure activity aligns with goals and purpose

  • modify, update, and distribute policies (including the maintenance of the required document checklist); communicate constantly by delivering updated procedures to branches and home office

  • devise and facilitate training relating to account documentation policies and procedures for branches

  • Subject matter expert in International Documentation

  • recommend account opening related enhancements to the systems, policies, and procedures, and implement accordingly

  • build strong working partnership with Compliance and Operations peers

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International Client Risk Associate

UBS