Wealth Management Process and Quality Specialist

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
• organise and conduct training for new tools and processes to improve quality and enablement
• monitor risk reports, flag relevant issues to the team and escalates 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
• improve 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, establishing 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

Full Time

337194

Edinburgh

You’ll be working with the Wealth Management team in Edinburgh. Our team consists of client advisors, client account managers and the desk head. As a process and quality specialist, you’ll play an important role in ensuring the team is up to date with 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.

• 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

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.