Client Onboarding - Sao Paulo, Brasil - Credit Suisse

Credit Suisse
Credit Suisse
Empresa verificada
Sao Paulo, Brasil

há 3 semanas

Ana Silva

Postado por:

Ana Silva

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Descrição
Business Analyst

English


We Offer


This role will be focused on Onboarding activities such as account/relationship opening, periodic renewals, account closure and maintenance required in the Client Onboarding process, with a strong focus on ensuring that client documentation meets the Bank's policies, standards, and applicable local legal/regulatory requirements.

Your future colleagues


The Client Onboarding team supports the GWM structure in Brazil and it is responsible to ensure the high quality of information and documentation of clients regarding Account Opening, periodic renewals, closure, and maintenance.

The department is also responsible for powers and signature validation for client's operation as well as input in the system.


  • You Offer
  • Previous experience with documentation analysis, regulatory requirements, and industry practices
  • Analytical skills with solid attention to detail
  • Advanced English
  • Strong communication and interpersonal skills
  • Strong dedication as a team member and the skills to liaise with different partners across functions
  • Critical thinking and ability to work effectively under pressure in a busy environment
  • Dedication to fostering an inclusive culture and value diverse perspectives
Your certifications

  • PQO Cadastro
Credit Suisse Group AG has been acquired by UBS Group AG.

Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.

UBS is the world's largest and only truly global wealth manager.

We operate through four business divisions:
Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.

We know that it is our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.

Together we are more than ourselves. Ready to be part of #teamUBS and make an impact?
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.


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