On-boarding Manager trouvée sur : Union Bank of Switzerland

Are you a maintainer for getting things right? Do you know how to solve problems? We are looking for someone who can help us to:

– on-board new clients, new fund or product launches as well as all update the material changes during the lifecycle of the fund (change of portfolio manager etc.)
– deal with special regulatory, operational or general product related projects
– coordinate and design the operational set up based on client requirements and supported by the project team
– make use of appropriate tools and documents and comply with defined procedures within the onboarding team. Improve applied project management practices and foster standardization by defining standards applicable to all projects. Supports the delivery of the project plan details with regard to required set-up details and timelines. Coordinate and organize project meetings and calls with the client and keep track of the project tasks
– track the fund projects assigned to you. Prepare the project to be presented in front of our work streams and committees. Inform stakeholders pro-actively about open tasks and issues and drive the implementation to achieve high client satisfaction
– ensure timely completion of each project, inform stakeholders in case of delay or changes in the project and escalate to the management and within the project organization (e.g. onboarding meeting) if appropriate
– ensure that operational aspects and requirements in the on-boarding of a new clients and fund/product or in case of a material changes are considered and met. In particular, support internal approval processes according to defined processes and UBS policies for new fund projects