Client Reporting Specialist

1 week ago

Singapore UBS Full time $60,000 - $100,000 per year

Singapore

Operations

Global Wealth Management

Job Reference #

323902BR

City

Singapore

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 Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

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.

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