At a Glance
- Tasks: Educate and support teams on banking processes, risks, and tools to enhance quality.
- Company: Join a leading wealth management firm committed to client success.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Dynamic team environment in Edinburgh with a focus on innovation and collaboration.
- Why this job: Make a real impact by helping clients manage and grow their wealth.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 40000 - 55000 £ per year.
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 to 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
- organise and conduct training for new tools and processes to improve quality and enablement
- monitor risk reports, flag relevant issues to the team and escalate 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
- improve 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, establishing 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
Job Type: Full Time
City: Edinburgh
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 ensuring the team is up to date with 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.
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
Equal Opportunity Employer
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.
