Senior Portfolio Onboarding & Maintenance Specialist

UBS; Kraków; Presencial; PLN 120.000 - 180.000; Jornada completa

Descripción de la vacante

UBS Group AG is seeking an organized professional for Investment Administration and Mandate onboarding/offboarding roles based in Kraków and Wroclaw. You will coordinate with Client Relationship Managers, Product Managers and global Operations to ensure smooth transitions.

The role requires 3–5 years in transitions management, knowledge of Asset Management, strong risk awareness, excellent communication, and proficiency with Excel.

Formación

• 3-5 years minimum experience in transitions management, including direct custodian interaction.
• Experience in Asset Management industry would be an asset.
• Understanding of Global Markets, Exchange practices and a wide range of instrument and asset types.
• Strong risk-awareness mentality and knowledge of global regulations for Asset Managers.
• Excellent written and verbal communication skills.

Responsabilidades

• Serve as the Investment Administration point of contact to UBS Asset Management and all teams within Group Operations for Product or Mandate onboarding, offboarding and transitions.
• Partner with Group Operations to source and provide advice and capability assessment of the proposed Product or Mandate from an operational perspective.
• Coordinate and execute Operations activities with Client Relationship Managers, Product Managers, Investments Teams and Group Operations globally for onboarding, offboarding and transition events.
• Establish and maintain client data pertaining to any Product or Mandate Launch, or a structural or strategy changes.

Conocimientos

Transitions management

Asset management

Global markets

Risk awareness

Communication

Multi-tasking

Organizational skills

Fluent English

Interpersonal skills

Excel skills

Team player

AI curiosity

Descripción del empleo

Key Responsibilities

Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high level of risk awareness? We're looking for someone like that to:

• serve as the Investment Administration point of contact to UBS Asset Management and all teams within Group Operations for all Product or Mandate on-boardings, off-boardings and transitions;
• partner with the wider Group Operations organization to source and provide advice and capability assessment of the proposed Product or Mandate from an operational perspective;
• work closely with Client Relationship Managers, Product Managers, Investments Teams and Group Operations globally to co-ordinate and execute all Operations specific activities to support the success of all Product or Mandate onboarding, off-boarding and transition events;
• establish and maintain client data pertaining to any Product or Mandate Launch, or a structural or strategy changes.

Key Responsibilities

Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high level of risk awareness? We're looking for someone like that to:

• serve as the Investment Administration point of contact to UBS Asset Management and all teams within Group Operations for all Product or Mandate on-boardings, off-boardings and transitions;
• partner with the wider Group Operations organization to source and provide advice and capability assessment of the proposed Product or Mandate from an operational perspective;
• work closely with Client Relationship Managers, Product Managers, Investments Teams and Group Operations globally to co-ordinate and execute all Operations specific activities to support the success of all Product or Mandate onboarding, off-boarding and transition events;
• establish and maintain client data pertaining to any Product or Mandate Launch, or a structural or strategy changes.

Job Type

Full Time

Job Reference #

344519BR

City

Kraków, Wroclaw

The team

You will be working in the Investment Administration Client Mandate, Product On-Boarding and Transitions Management Service Delivery Function. The team is responsible for the coordination and execution of all Operations specific Transition activities relating to Client Mandate and Product On-boarding, Off-boarding, Structure and Strategy changes.

The team, based in Wroclaw, Poland and works in close conjunction with Client Relationship Managers, Product Managers, Investment Teams and various global functional Operations teams.

Your Skills And Experience

• 3-5 years minimum experience in transitions management experience, including direct custodian interaction
• experience of the Asset Management industry would be an asset
• understanding of Global Markets, Exchange practices and a wide range of instrument and asset types
• a strong risk-awareness mentality and knowledge of global regulations for Asset Managers
• strong written and verbal communication skills
• ability to multi-task and solve problems in a fast-paced team environment
• excellent organizational and co-ordination skills
• fluent in English
• adaptable, with strong interpersonal and communication skills
• highly numerate with excellent PC skills, including Excel
• accountable for your actions
• able to work collaboratively within a team
• able to provide constructive challenge
• delivery-oriented
• 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]