Data & Document Specialist with Italian

UBS; Wrocław; On-site; PLN 45,000 - 75,000; Full time

Job summary

UBS is hiring for a role in Wroclaw within the Client Lifecycle Management Team of Global Wealth Management Operations. You will contribute to processing and managing end-to-end client transactions, ensuring data accuracy, and maintaining compliance with UBS and regulatory guidelines.

No prior experience is required as full training is provided; a digital mindset and strong communication skills will help you thrive in a collaborative UBS environment in Poland.

Qualifications

• No prior experience required; full training provided in these disciplines.
• Curious self-starters with strong customer focus and willingness to learn.
• Willingness to learn, take ownership and make decisions.
• Digital mindset to deliver a seamless client experience.
• Strong communication, influencing and relationship-building skills.
• Fluent in Italian and English, both spoken and written.

Responsibilities

• Process and manage end-to-end client transactions within UBS WM Operations Wroclaw.
• Check completeness and consistency of received documentation.
• Maintain and enrich client data in internal systems.
• Update client data as required.
• Ensure documents align with application form information and comply with UBS and regulatory guidelines.
• Perform periodical controls to ensure high service quality.
• Capture in the system all documentation to enable proper setup.

Skills

Curiosity

Customer focus

Ownership & decision making

Digital mindset

Tools & problem solving

Communication & relationships

Italian & English proficiency

Job description

Job Type

Full Time

Job Reference #

336798BR

City

Wroclaw

Key Responsibilities

At UBS WM Operations Wroclaw you can contribute with the processing and management of end-to-end client transactions

• checking completeness and consistency of received documentation
• maintenance and enrichment of client data information in internal systems
• updating client data
• ensuring that received documents are in line with application form information and comply with all UBS and regulatory guidelines
• executing periodical controls to guarantee the highest service quality
• capturing in the system all documentation to enable the proper set-up

The team

You will be part of the Client Lifecycle Management Team in Global Wealth Management Operations.

Everyone has a specific talent. Our goal is to make sure your talents are utilized to their full extent and that you have the opportunity to develop it for the benefit of our team, our clients and our firm.

We achieve this by:

• enabling people to make decisions
• making people more accountable
• unlocking personal potential
• involving you in the process design and implementation of projects
• collaborating across UBS community

Your Skills And Experience

Whilst experience helps, it is not necessary as full training is provided in all of these complex disciplines.

We are looking for

• curious self explorers who like to try new things and make change happen
• a strong customer focus
• awillingness to learn, take ownership and make decisions
• a digital mindset where you help us provide a truly seamless client experience
• practical ability to work with modern tools and being solution oriented
• excellent communication, influencing and relationship building skills
• strong Italian and English language skills both spoken and written

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]