Taiwan

Business management, administration and support

Global Wealth Management

Your role

Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? Do you like working with colleagues across the organization and are you good with stakeholder management? We're looking for someone like that to:

• act as an Onboarding & KYC Advisor to client advisor on onboarding and Periodic KYC Review (PKR) cases across the WM. Explain KYC requirements and support client advisor through the onboarding/account opening and PKR processes
• handle case preparation by preparing documents relevant for onboarding and reviewing external client forms to ensure document quality control
• responsible for timely reply on client advisor queries. Facilitate exceptional handling on risk-based approach, and coordinate with Business and Financial Crime / Compliance for signoff
• perform background check screening on the client, support client advisor with client profile set up, and gather corroboration evidence material. Support client advisor to ensure regulatory compliance of submitted materials from client and client advisor
• handle Periodic KYC Review (PKR) case review from start to end, including client profile updates after consulting with client advisor. Further, perform KYC profile checking activities linked to client onboarding requests and ensure client KYC information consistency with PKR Quality Checks
• think flexibly to propose new ideas and contribute to continuous improvement of processes and services
• active collaboration with key partners such as Market Support Team, Compliance, and Business Risk Office

Job Reference #

333439BR

City

Taipei

Job Type

Full Time

Your team

This role will be part of Wealth Management (WM) and you’ll be working in the Front Support Office’s Onboarding & KYC Competence Center in Chief Operating Office in Taiwan.

Your expertise

• financial services experience, ideally within a client facing team at least 3-5 years
• unyielding attention to detail, even when under pressure
• team player that remains calm while managing conflicting priorities
• works with absolute discretion, tactfulness and adaptability to changing demands
• • fluent in Mandarin and English to support local client base
• Banking licenses are required (e.g. Trust, derivatives etc.)

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

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.