Job Reference #

323428BR

City

Wroclaw

Job Type

Full Time

Your role

Are you interested in the Investment Fund industry? Do you have an appetite for dealing with investment funds controls and maintaining the shareholder register of all investors? Are you detailed oriented and able to proactively analyze potential discrepancies within Transfer Agency world?

Were looking for a Transfer Agency KYC Analyst who will be responsible for:

• Investor & Client Ongoing Due Diligence (KYC & AML)
• Investor Data Maintenance (including account opening and queries handling)
• Name Screening and Monitoring
• Transfer of tasks from team located in Luxembourg to Poland
• Updating various databases with security data.
• Solving queries and issues raised by Clients and various internal teams

Your team

You’ll be working in the Asset Servicing team in Poland. Sector comprises over 100 specialists divided into several teams. Your direct team is a group of 5 talented individuals. As a member of the team, you’ll play an important role in delivering relevant outputs for our clients. We are dedicated to support one another and our business partners. You will work within international environment and collaborate with our colleagues in Luxembourg, Switzerland and Ireland on a daily basis. We are looking for a colleague who shares our passion and high standards.

Your expertise

• Proven experience in Transfer Agency/Fund Accounting/Operations related roles (1-2 years)
• Good understanding and relevant experience in KYC and AML processes would be an asset
• Good understanding of financial markets instruments
• Demonstrates strong attention to detail, problem solving skills and commitment to maintaining a strong control environment.
• Outstanding written and verbal communication skills with proficiency in English.

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 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 its 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?

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 Poland-Whistleblowing@ubs.com