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 6+ years of experience
experience in banking operations, client documentation, document management, or Wealth Management support functions
solid attention to detail and commitment to quality
valuable 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. Headquartere

📌 Data & Document Specialist Pune (India)
🏢 UBS
📍 India