Client Onboarding Analyst

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

Resumo da oferta

A leading global wealth manager is seeking a Client Onboarding Analyst in São Paulo. The role involves managing client onboarding, ensuring compliance, and collaborating with various teams to deliver optimal solutions. The ideal candidate should have experience with KYC processes, strong communication skills, and relevant certifications, contributing to the dynamic Integrated Client Lifecycle Services team.

Serviços

Flexible working arrangements

Collaborative team culture

Qualificações

• Experience in client documents and KYC processes.
• Previous work related to investment funds and give-up agreements.
• Ideally advanced English proficiency.

Responsabilidades

• Perform client onboarding, renewals, and offboarding.
• Ensure compliance with legal, regulatory, and internal policies.
• Work across teams to provide the best solutions for clients.

Conhecimentos

Communication

Detail-oriented

Organized

Formação académica

PQO Certification (Cadastro)

Descrição da oferta de emprego

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=326645

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 get 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, and statutory requirements and with 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 in UBS and all regulatory requirements related to them.

Your expertise

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

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and breadth of expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in over 50 countries. Do you want to be one of us?

At UBS, we embrace flexible working arrangements like part-time, job-sharing, and hybrid (office and home) working. Our purpose-led culture and global infrastructure enable us to connect, collaborate, and work together in agile ways to meet our business needs.

We believe great work is driven by our people, with their diverse backgrounds, skills, and experiences. Join #teamUBS and make an impact!

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual, supporting diverse cultures, perspectives, skills, and experiences within our workforce.