At a Glance
- Tasks: Join the Security Transfers team to manage asset onboarding and ensure smooth transaction settlements.
- Company: UBS, a global leader in wealth management and banking.
- Benefits: Flexible working options, supportive team culture, and opportunities for growth.
- Other info: Embrace AI to enhance workflows and enjoy a diverse, inclusive workplace.
- Why this job: Be part of a collaborative environment that values your skills and promotes innovation.
- Qualifications: 5+ years in financial institutions with strong communication and analytical skills.
The predicted salary is between 90000 - 110000 $ per year.
Your role involves handling the security asset onboarding process for GWM Australia clients. You will support timely and efficient settlement of all security transactions across markets that represent new asset inflows into the bank. The process is essential for supporting the Wealth Management business. Asset transfers require timely processing while maintaining a high standard of control and accuracy; the team also ensures any queries and coordination required are followed up timely and expertly.
- Liaise with transfer counterparty to agree on transfer details and timeline
- Process all instructions in accordance with the trade details and ensure accuracy in the SWIFT instruction sent to custodian
- Follow-up transfer cases to ensure smooth street settlement of the transfer
- Ensure all transfers are processed by EOD accurately
- Maintain and ensure that all trade documentation is properly filed and archived
- Liaise with custodians/counterparties/front office to resolve disputes and discrepancies
- Ensure that assets (securities) are received and/or delivered
- Ongoing self-development/cross training across Operations Services
- Perform daily reconciliations and ad hoc project work
Your expertise includes at least 5 years of experience in Financial Institutions, a good understanding of financial markets and asset transfer processes, excellent written and oral communication skills, and outstanding interpersonal skills. You should demonstrate good time management, the ability to prioritise tasks and meet deadlines, and have a proven ability to work efficiently under pressure. High attention to detail and analytical skills, especially in reconciliation, are essential. Proficiency in MS Office, especially Excel, is required.
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.
Securities 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.
