Description
Switzerland - Western Switzerland
Business management, administration and support, Client advisory / Relationship management
Personal & Corporate Banking
Your role
Do you see opportunities when facing a challenge, and are you willing to deep dive to identify solutions and deliver results? Are you keen to shape your future and expand your network in Corporate Clients? Are you eager to provide a seamless migration experience to our clients? We are seeking an ambitious, motivated, and detail-oriented individual to support the client migration for Corporate Clients Switzerland as a Front Office Integration Manager. This is a front office role, responsible for proactively enabling a high-end, efficient, and transparent migration experience.
As a Front Office Integration Manager, you will be responsible for supporting and managing the process for migrating our Corporate clients from Credit Suisse onto the UBS platform. You will provide a critical service for our front organization, ensuring that all migration-related tasks will be handled professionally and in a timely manner. To be successful in this role, you will need to be quick in connecting the business needs to the integration-related processes, eager to develop new skills, and have an enthusiastic and positive attitude.
- Ensuring a successful client migration by executing migration-related tasks, including remediation of data inconsistencies, preparing the client for migration, preparing migration related client meetings, verify the product and pricing mapping, and more administrative tasks.
- Coordination between relevant stakeholders, such as the Relationship Managers (RM) / Client Advisors (CAs), Sales Support or relevant other partners to execute the end-to-end client migration plan and provide client-focused solutions to potential issues.
- Support the RMs/CAs in the preparation of key client meetings in relation to client migration.
- Act as a point of contact in migration-related questions to RMs/Cas.
- Answer migration related questions our clients might have along the migration journey.
- Demonstrate a proactive, thoughtful, and client-centered mindset to help overcome hurdles throughout the client migration journey and ensure a seamless client experience.
- Proactively approach client migration with a sense of urgency, maintaining a high level of quality while balancing speed-to-market.
- Support activities directly related to Corporate clients, such as perform client screenings (e.g. UBR, negative news, -), orchestrate and overview re-mediation activities and repapering.
- Identify and manage required pre- and post-migration cleanups, resolve data inconsistencies and support data clean-up.
Job Reference \#
307900BR
City
Fribourg, Lausanne, Neuchâtel
Job Type
Full Time, Part Time
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You will work with the Business Management team in Lausanne with a strong link to the Corporate & Real Estate Switzerland Integration Office. This is a highly visible group with a strong connection to the front organization. Team members play a pivotal role in the success of the integration of Credit Suisse and have a direct impact on the reputation of UBS. This role offers a unique opportunity to build your network across multiple functions and establish partnerships with several departments such as credit risk, legal, compliance, and operations teams.
Your expertise
- Front facing experience in Corporates
- Ability to analyze client information and related documentation requirements
- Strong organizational/time management skills and attention to detail
- Good written and verbal communication in French and in English
- Agile, good with prioritization, comfortable with ambiguity and fast-paced environments
- Resilient team player with a can-do attitude
- Knowledge of corporate products and familiarity with client management tools
- Strong skills in Microsoft tools like Excel and PowerPoint
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?
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.