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We seek a Wealth Management Process & Quality Specialist in Edinburgh to drive risk compliance and training in UBS’s client‑focused team.
Lead quality initiatives, train on tools, collaborate with advisors, and foster a culture of risk and efficiency.
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
- organize and conduct training for new tools and processes to improve quality and enablement
- monitor risk reports, flag relevant issues to the team and elevate 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
- improving 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, establish 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
Join us
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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
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.
Your team
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 seeing that the team is up to date when it comes to 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.
Diversity helps us grow, together.
That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- 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
About us
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 .