Client lifecycle specialist with French

UBS; Wrocław; On-site; PLN 120,000 - 180,000; Full time

Job summary

UBS in Wrocław seeks a detail-oriented professional for Client Lifecycle Management within Wealth Management Europe. You will support client onboarding, investigations, and coordination with front and middle office teams to ensure high-quality service.

You’ll work in a team that values accountability, integrity, collaboration, and innovation, and you will explore AI to enhance workflows while maintaining risk and policy alignment.

Qualifications

• Fluent in English and French, both spoken and written.
• No prior experience required, but if you have it, it’s an asset.
• Motivated, self-directed and driven, as well as adaptable and able to work across teams and functions.
• Ability to take responsibility and stay focused on objectives with a can-do attitude.
• Comfortable working independently, as well as in a team-oriented, collaborative environment.
• Available to work under pressure.
• Great organizational skills and excellent attention to detail.
• Good communication and relationship building skills.
• Curious to explore how AI can improve how we build, deliver, and optimize workflows with sound judgment.

Responsibilities

• Client's account opening and maintenance.
• Launch investigations, prepare documents, provide information, and compose correspondence with stakeholders.
• Interact with client relationship teams and other front and middle office teams.

Skills

Fluent English

Fluent French

Client service

Risk awareness

Organizational skills

Attention to detail

Communication skills

Cross-functional work

Work under pressure

AI exploration

Job description

Key Responsibilities

Are you well-organized and detail-oriented? Do you have a high client service orientation and risk awareness? We’re looking for someone who is ready to perform the following tasks:

• client's account opening and maintenance
• launch investigations, prepare documents, provide information, and compose correspondence with stakeholders
• interact with client relationship teams and other front and middle office teams

Job Type

Full Time

Job Reference #

339689BR

City

Wroclaw

Key Responsibilities

Are you well-organized and detail-oriented? Do you have a high client service orientation and risk awareness? We’re looking for someone who is ready to perform the following tasks:

• client's account opening and maintenance
• launch investigations, prepare documents, provide information, and compose correspondence with stakeholders
• interact with client relationship teams and other front and middle office teams

The team

You will be working in Client Lifecycle Management Team which is based in Wrocław, Dominikański Center. We deliver outstanding service to the Wealth Management Europe business and ensure client satisfaction is on the highest level.

We value accountability with integrity, collaboration, and innovation, which are our main behaviors in UBS. We create enjoyable and comfortable work environment, while being focused on work and delivering higher standards at the same time.

Your Skills And Experience

• fluent in English and French, both spoken and written
• you don't have to show us previous professional experience, but if you have it, it’s an asset
• motivated, self-directed and driven, as well as adaptable and able to work across teams and functions
• ability to take responsibility and stay focused on objectives with a can-do-attitude
• comfortable working independently, as well as in a team-oriented, collaborative environment
• available to work under pressure
• great organizational skills and excellent attention to detail
• good communication and relationship building skills
• 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.

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.

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.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through [e-mail]