Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?
We're looking for an Operations Officer to:
• be an operational subject matter expert in the Market area • assist in managing operational support staff • educate all employees on operational policies and procedures • manage operations-related client issues • oversee operational tasks related to account opening and maintenance, funds received and disbursed, and margin/risk items • monitor client accounts and transactions • perform delegated supervisory functions, approvals and authorizations for the Market • ideally 5 years of experience with a leading financial institution • management experience in branch operations • high school diploma or equivalent (college degree a plus) • series 7, 66, and 9/10 or 8 - these are required for this role • motivated, self-directed and driven • talented at building partnerships and knowing when to delegate • skilled at creating a positive business culture (you have the human touch)
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., You'll be working in person within a WMA branch office on the operational team where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.