at UBS
Bulge Bracket Investment BanksPosted 14 days ago
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**Product Manager, Client Onboarding:** Manage APAC client books, collaborate with private bankers, ensure regulatory compliance. Key responsibilities: Support Client Advisors, maintain client documentation, process transactions, handle troubleshooting, maintain client contact, adhere to regulations. Required skills: strong communication, organizational skills, regulatory knowledge, adaptability. Minimum 3+ years' experience in onboarding, wealth management. Familiarity with CRM tools, banking regulations, APAC market a plus.
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Full Job Description
| Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: support our private bankers known as Client Advisors who manage comprehensive and complex client books in APAC keep accurate, up-to-date client documentation to meet regulatory requirements carry out daily transaction processing and complex troubleshooting keep in contact with internal and external clients comply with all regulations, policies and standards, contributing to an effective risk culture assist and work together with Client Advisors to support our clients and prospects | Show more Client Account Manager |
