Key responsibilities
- review, validate, and process client documentation and related requests
- maintain accurate client records and ensure alignment between documentation and system data
- support front-office and business stakeholders on documentation-related matters
- apply regulatory and control requirements in daily operations
- identify process improvements and support automation initiatives
- escalate issues, manage exceptions, and contribute to operational projects and testing activities
- safeguard client confidentiality and data privacy at all times
The team
The Client Document Hub supports delivers high-quality documentation processing services, ensuring data integrity, regulatory compliance, and an efficient experience for clients and business stakeholders.

We play a vital role in supporting client lifecycle activities of our Singapore and Hong Kong wealth management businesses By working closely with our partners across the organization.
Your skills and experience
- bachelor's degree in Finance, Banking, Business Administration, Commerce,



or a related field with 1+ years of experience
- experience in banking operations, client documentation, document management, or Wealth Management support functions
- strong attention to detail and commitment to quality
- good stakeholder management skills
- positive client service mindset with excellent problem solving skills
- strong risk and control mindset with a structured and logical approach to analysis and problem-solving
- proficiency in Microsoft Office applications (Word, Excel, PowerPoint etc)
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use
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. Headquarter

📌 Data & Doc Specialist (Pune)
🏢 UBS
📍 Pune