Asset Transfer & Settlement Specialist

Asset Transfer & Settlement Specialist

Full-Time 72000 - 88000 $ / year (est.) On-site
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At a Glance

  • Tasks: Coordinate asset onboarding and ensure accurate street settlements for GWM clients.
  • Company: UBS, a leading financial institution in Sydney.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Other info: Opportunity to improve workflows and collaborate with cross-functional teams.
  • Why this job: Join a fast-paced team and make a real impact in asset management.
  • Qualifications: 5+ years in finance, strong communication, and time management skills.

The predicted salary is between 72000 - 88000 $ per year.

UBS in Sydney, Australia, seeks a seasoned Securities Transfers Specialist to support onboarding of assets for GWM clients.

You will coordinate with counterparties, process SWIFT instructions, and ensure successful street settlements with high accuracy.

Role requires 5+ years in financial institutions, strong communication, time management, and risk awareness.

You will work with cross-functional teams in a fast-paced environment and contribute to ongoing improvements in workflow and controls.

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Asset Transfer & Settlement Specialist employer: UBS

UBS is an exceptional employer that prioritises employee growth and development, offering comprehensive training and mentorship programs tailored for Wealth Client Advisors. With a strong focus on collaboration and innovation, the work culture fosters a supportive environment where you can thrive while delivering outstanding client experiences across Australia’s diverse markets. Additionally, UBS provides competitive benefits and a commitment to compliance, ensuring that you can build meaningful relationships with clients while advancing your career in a dynamic financial landscape.

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Contact Details:

UBS Recruitment Team

We think you need these skills to ace Asset Transfer & Settlement Specialist

Securities Transfers
Asset Onboarding
SWIFT Instructions
Street Settlements
Financial Institutions Experience
Communication Skills
Time Management