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UBS UBS

Onboarding And Lifecycle Manager

Posted on March 13, 2025

  • Full Time

Onboarding And Lifecycle Manager

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Luxembourg
Fund Services
Personal & Corporate Banking

Job Reference #

309698BR

City

Luxembourg

Job Type

Full Time

Your role

Are you a motivated self-starter looking to expand your career in the Fund industry ? Do you have good attention to detail and willingness to service clients and enhance their experience?
Are you looking for an opportunity to join an international and collaborative team within a renowned organization?

We’re looking for an Onboarding and Client Service Manager who will be:

  • leading assigned Funds projects and being responsible for all the Fund Administration matters and ensure these are completed within the required timeframe and with highest quality.
  • acting as main point of contacts for assigned projects, tasks and clients, for internal stakeholders and clients or external stakeholders (e.g. external ManCo, legal advisor etc…) for Fund Administration matters
  • leading client and internal calls, issuing meeting mInutes, project plans etc…
  • reviewing the legal Fund documentation (prospectus, articles of association etc…) and coordinating the review by other internal stakeholders as required
  • preparing and leading the negotiation of agreements related to all the services offered by UBS FASL
  • preparing and issuing to internal stakeholders: Fund Term sheets, fee budgets and OPMs

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

We are a small, dedicated team of highly motivated professionals from varying range of backgrounds.

Collaboration and commitment are key to our success as we operate in a fast-pace, deadline driven environment and we work closely with various teams and departments both from our clients and within our organization.
Willingness to perform and develop and a can-do attitude are crucial attributes to fit in and become an integral part of our group.
You’ll be working in the Fund Onboarding and Client Service team within the Fund Administration in Luxembourg.

This is a role for the legal entity UBS Fund Administration Services Luxembourg S.A.

Your expertise

We are looking for an applicant who can demonstrate:

  • a university degree in Finance, Economics, or Business
  • over five years’ experience in a similar function or in a client-focused role with tailor-made investment funds or in a Fund Administration environment. Experience with alternative asset classes would be advantageous.
  • good knowledge of Investments Funds products and services, including roles and responsibilities of the various stakeholders, the regulatory environment in Luxembourg with a Focus on the Fund Administration related topics.
  • strong client relationship skills and stakeholder management capabilities, solution driven and problem solving mindset, curious and eager to learn.
  • good Project management skills and natural sense of responsibility, organization, rigor and precision
  • very good time management and ability to work under pressure and to prioritize
  • proven team player with ability to collaborate with others
  • flexible and proactive approach, able and willing to take initiatives.
  • excellent knowledge of computer-based tools (Word, Excel, PowerPoint) and Outlook
  • fluency in English, French and/or German is a plus

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 embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

When applying for this role, please note that additional background checks may be carried out and an original of your criminal record may be requested.

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