Client Reporting Specialist

1 day ago

Singapore UBS Full time

Overview
Job Reference #
BR
Job Type
Full Time
Your role
Are you incredibly organized with an eye for detail? Are you passionate about delivering best in class Client Experience? We’re looking for a Client Reporting Specialist to:
Offer sound advice to client advisors in relation to queries regarding portfolio performance and assets statements
Be responsible for onboarding clients to UBS data feed solutions and the maintenance of client setups in these tools
Perform daily, weekly and monthly controls to ensure the accuracy of the assets statements and investigate exceptions
Think flexibly to propose new ideas and contribute to continuous improvement of processes and services
Understand the processes; ensure adherence to guidelines, SOPs and UBS policies
Your team
You will be working in the Client Reporting team in Singapore, supporting Singapore and Hong Kong Wealth Management Business. Our mission is to provide our clients with high-quality performance and investment reporting.
Your expertise
A university degree in finance or business
Experience in investment performance and risk analysis
A good understanding of wealth management operation processes and product characteristics
Strong risk and control mindset
Good problem-solving skills and a keen eye for detail
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment

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