Wealth Management Process and Quality Specialist

Edinburgh, Scotland, United Kingdom

11/13/2024

Job Reference #
301193BR

Job Type
Full Time

Your role
Are you an expert in banking process risks and tools? Do you like to educate others, encouraging high quality standards? Do you want help us manage, preserve and grow the wealth of our clients?

We’re looking for a process and quality specialist to:

• be point-of-entry contact for queries about regulations, processes, tools and risk
• organize and conduct training for new tools and processes to improve quality and enablement
• monitor risk reports, flag relevant issues to the team and escalate if necessary
• identify, evaluate and implement mitigation measures for client related risks
• collaborate closely with client advisors, assistants and the desk head, as well as various other internal departments
• improving the quality of assessments and documentation, like pre-checks, alerts, and deficiencies remediation with the desk head, client advisors and assistants
• maintain the quality of client relationships by proactively delivering holistic solutions that address their needs
• identify and propose process improvements, establish a sound risk and efficiency culture within the desk
• provide feedback to ideas, initiatives and process changes related to tools and processes and raise innovative ideas
  
  

Your team
You’ll be working with the WM UK Regions in Edinburgh, providing service to our HNW clients. Our team consists of client advisors, assistants and the desk head. As a process and quality specialist, you’ll play an important role in seeing that the team is up to date when it comes to risk, process and tool knowledge. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• financial services experience, ideally within a client facing team or dealing with risk topics
• banking related education (apprenticeship, traineeship or a bachelor’s degree)
• excellent knowledge of wealth management offerings, products and processes
• disciplined, with a focus on details and standards
• good written and verbal communication skills
• fluent in English
  
  

About Us
UBS is the world’s largest and the 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 the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.