Australia

Operations

Group Functions

Your role

The Security Transfers team handles the security asset onboarding process for GWM Australia clients. You will be an effective teammate, actively involved in the daily business by supporting timely and efficient settlement of all security transactions across markets that represent new asset inflows into the bank. The process is essential one that kick-starts the support of the Wealth Management business. Asset transfers require timely processing while maintaining a high standard of control and accuracy; the team also ensures any queries and coordination required are followed up timely and expertly.
• Liaise with transfer counterparty to agree on transfer details and timeline
• Process all instructions in accordance with the trade details and ensure accuracy in the SWIFT instruction sent to custodian.
• Follow-up transfer cases to ensure smooth street settlement of the transfer
• Ensure all transfers are processed by EOD accurately
• Maintain and ensure that all trade documentation is properly filed and archived
• Liaise with custodians/counterparties/front office to resolve disputes and discrepancies.
• Ensuring that assets (securities) received and/or delivered.
• Ongoing self-development/cross training across Operations Services
• Perform daily reconciliations and ad hoc project work

Job Reference #

336230BR

City

Sydney

Job Type

Full Time

Your team

The Security Transfers team handles the security asset onboarding process for GWM clients. The team is located in Sydney, Australia withing the Operations function.

Your expertise

• At least 5 years of experience in Financial Institutions
• Good understanding of financial markets and assets transfers processes
• Excellent written and oral communication skills
• Demonstrate good time management, ability to prioritize tasks and to meet deadlines
• Outstanding interpersonal skills, ability to communicate at all levels, and a strong team-player
• A proven ability to work efficiently under pressure
• Exhibit an appreciation of the risk impact of actions undertaken, with a good risk and control perspective
• Display high attention to detail, and is analytical with excellent reconciliation skills
• Proficient in MS Office, especially Excel
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use. *#LI-Hybrid

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.

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.