U
UBSFrance - GeneralApprenticeship
Alternance Assurance-vie
Join UBS Global Wealth Management as an apprentice in Front Support Organisation, focusing on life insurance contract operations and regulatory compliance.
1
Role Responsibilities
- Communicate proactively with advisors on regulatory requirements for life insurance operations.
- Prepare comprehensive documentation per applicable rules and procedures.
- Process client requests from sales to UBS Brokerage, verifying signed documents.
- Enter and track cases in systems until full execution.
- Proactively follow up on cases periodically.
2
Team Overview
- Part of Front Support Organisation with 300+ employees across European WM entities.
- FSO aims to increase advisors' client time by providing excellent, efficient services.
- Services include account opening, maintenance, credit, life insurance, and product execution.
- Apprentices play a key role in delivering quality, tailored life insurance contract services.
- Supports growth and achievement of organizational goals.
3
Candidate Requirements
- Knowledge of operational processes and regulations for life insurance contracts.
- Strong organizational skills with attention to detail in data processing.
- Rigorous, responsive, and able to research and communicate information.
- Good communication skills with agility and pragmatism.
- Analytical mindset to handle complex situations under pressure.