Client Onboarding Analyst

UBS; São Paulo; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

Uma empresa líder em gestão de riqueza procura um Client Onboarding Analyst que será responsável por processos de onboarding e conformidade contínua dos clientes. O candidato ideal terá experiência em KYC e documentação de clientes, bem como habilidades eficazes de comunicação e organização.

Serviços

Trabalho flexível

Ambiente colaborativo

Qualificações

• Experiência anterior com documentos de clientes e processos KYC.
• Habilidades avançadas em inglês são ideais.
• Experiência com acordos de give-up e fundos de investimento.

Responsabilidades

• Realizar onboarding de clientes, renovações e offboarding.
• Criar relacionamentos dentro da UBS para soluções ao cliente.
• Garantir conformidade com requisitos legais e internos.

Conhecimentos

Comunicação

Organização

Atenção aos Detalhes

Formação académica

PQO Certification (Cadastro)

Descrição da oferta de emprego

Job Reference #

319976BR

City

Sao Paulo

Job Type

Full Time

Your role

Are you well organized with an eye for detail? Do you know how to take care of business?

We’re looking for a Client Onboarding Analyst to:

1. Perform client onboarding, renewals, and offboarding in accordance with Business Line requirements.
2. Work across teams and functions to find the best solution or course of action.
3. Create relationships across UBS to gather, share, and leverage solutions for our clients.
4. Ensure compliance with legal, regulatory, statutory requirements, internal policies, and contracts.

Your team

You’ll be working in the Integrated Client Lifecycle Services team based in Sao Paulo, Brazil. We are responsible for Client Lifecycle processes and related regulatory requirements at UBS.

Your expertise

• Previous experience with client documents, KYC processes, B3, SINACOR, and SINCAD processes.
• Experience with give-up agreements, investment funds, and investment managers.
• PQO Certification (Cadastro).
• Ideally advanced English skills.
• Great communication skills, with the ability to communicate effectively at all organizational levels.
• Organized and detail-oriented.

About us

UBS is the world’s largest and only truly global wealth manager, operating through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. With over 70,000 employees across major financial centers in more than 50 countries, we are committed to excellence and innovation.

Join us

At UBS, we embrace flexible working arrangements such as part-time, job-sharing, and hybrid models. Our culture and infrastructure support collaboration and agility. We believe our people, with their diverse backgrounds and skills, are our greatest asset. Join #teamUBS and make an impact!

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and support diversity within our workforce.