北京 [切换城市] 北京招聘

Onboarding Specialist

瑞银企业管理(上海)有限公司

  • 公司规模:500-1000人
  • 公司性质:外资(欧美)
  • 公司行业:银行  金融/投资/证券

职位信息

  • 发布日期:2017-04-06
  • 工作地点:上海-浦东新区
  • 招聘人数:1人
  • 语言要求:英语 熟练
  • 职位月薪:1-1.5万/月
  • 职位类别:其他  

职位描述

职位描述:
Your role:
Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? We're looking for someone like that to:
- review incoming documents for clients according to internal and external regulations
- capture client static data based on client and front office documentation
- provide client advisors support with document management in connection with the onboarding or maintaining of client relationships
- make sure that the document records correspond with data in the system
- process end of day controls
- contribute to continuous improvement of processes and services

Your team:
 
You'll be working in the Onboarding team in Shanghai. We are the team to conduct KYC(Know Your Client)for IB all product lines including Equity, Fixed Income and IBD. We also support UBS Group projects to conduct KYC on top confidential counterparties.

Your experience and skills:
 You have:
- proven experience in client service (ideally in banking)
- a basic understanding of current regulatory requirements, like AEI/FATCA
- some knowledge of onboarding
You are:
- a self-starter who can work well with minimal supervision (you can micromanage yourself)
- a skilled written and verbal communicator
- a dedicated team player with a can-do attitude

职能类别: 其他

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公司介绍

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Together. That’s how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We’ll value your passion and commitment. And reward your performance.

联系方式

  • 公司地址:上班地址:金融大街7号英蓝国际金融中心