Top Benefits
About the role
Job Reference # 323067BR
Job Type Full Time
Your role Are you independent and self-driven? Do you have sharp analytic skills and are able to handle complex transactions that require enhanced due diligence?
We’re looking for you to:
- evaluate counterparty and collateral credit risks associated with secured lending for Wealth Management clients across Canada
- utilize delegated personal authority (within established risk-based limits) to approve loans
- interact with the business units in relation to transactions to ensure the risk fit UBS's ultimate appetite in the sector
- evaluate transactional risks associated with securities financing, banking products, over -the counter (OTC) and exchange – traded derivatives (ETD)
- prepare a written counterparty credit proposal relating to credit assessment and risk appetite
- monitor credit risk on a portfolio level, perform margin call oversight and take remediation action as per policy
Your team You’ll be working in UBS Bank (Canada) Main Office in Toronto where transactions will be reviewed for Wealth management clients. This role is responsible for the credit assessment, monitoring, control and transaction decision approval of UBS's counterparties, which primarily encompass private individuals, their wealth management entities, and family offices. You will serve as a Credit Officer focusing on quantitative risk assessment of transactions and counterparty credit analysis.
Your expertise
- Bachelor's degree in Finance, Economics, Accounting, or related areas
- 5+ years of experience in a similar or related field
- strong analytical skills, attention to detail and the ability to identify key risk issues in complex situations and to formulate precise credit assessments and credit recommendations, both in writing and verbally
- prior experience with due diligence and analysis of the financial condition of Wealth Management counterparties
- knowledge and understanding of financial markets, a breadth of trading and lending products and the Canadian regulatory environments
About Us UBS is the world’s largest and the 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.
We have a presence in all major financial centers in more than 50 countries.
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. 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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.
About UBS
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
- Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal
Top Benefits
About the role
Job Reference # 323067BR
Job Type Full Time
Your role Are you independent and self-driven? Do you have sharp analytic skills and are able to handle complex transactions that require enhanced due diligence?
We’re looking for you to:
- evaluate counterparty and collateral credit risks associated with secured lending for Wealth Management clients across Canada
- utilize delegated personal authority (within established risk-based limits) to approve loans
- interact with the business units in relation to transactions to ensure the risk fit UBS's ultimate appetite in the sector
- evaluate transactional risks associated with securities financing, banking products, over -the counter (OTC) and exchange – traded derivatives (ETD)
- prepare a written counterparty credit proposal relating to credit assessment and risk appetite
- monitor credit risk on a portfolio level, perform margin call oversight and take remediation action as per policy
Your team You’ll be working in UBS Bank (Canada) Main Office in Toronto where transactions will be reviewed for Wealth management clients. This role is responsible for the credit assessment, monitoring, control and transaction decision approval of UBS's counterparties, which primarily encompass private individuals, their wealth management entities, and family offices. You will serve as a Credit Officer focusing on quantitative risk assessment of transactions and counterparty credit analysis.
Your expertise
- Bachelor's degree in Finance, Economics, Accounting, or related areas
- 5+ years of experience in a similar or related field
- strong analytical skills, attention to detail and the ability to identify key risk issues in complex situations and to formulate precise credit assessments and credit recommendations, both in writing and verbally
- prior experience with due diligence and analysis of the financial condition of Wealth Management counterparties
- knowledge and understanding of financial markets, a breadth of trading and lending products and the Canadian regulatory environments
About Us UBS is the world’s largest and the 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.
We have a presence in all major financial centers in more than 50 countries.
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. 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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.
About UBS
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
- Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal