Banking Operations

1 week ago


Sydney, Australia Credit Suisse Full time

Operations

English

**We Offer**

The Security Transfers team handles the security asset onboarding process for Wealth Management clients. You will be an effective teammate, actively involved in the daily business by supporting timely and efficient settlement of all security transactions across markets that represent new asset inflows into the bank. The process is essential one that kick-starts the support of the Wealth Management business. Asset transfers require timely processing while maintaining a high standard of control and accuracy; the team also ensures any queries and coordination required are followed up timely and expertly.

With key duties also including:

- You shall liaise with transfer counterparty to negotiate and agree on transfer details and timeline
- You are responsible for processing all instructions in accordance with the trade details and ensure accuracy in the SWIFT instruction sent to custodian
- You will follow-up transfer cases to ensure smooth street settlement of the transfer
- You are to ensure all transfers are processed by EOD accurately
- You will maintain and ensure that all trade documentation is properly filed and archived
- You have the ability to liaise with custodians/counterparties/front office to resolve disputes and discrepancies.
- Ensuring that assets (securities) received and/or delivered.
- Supporting change by identifying and implementing process improvements or cost saving opportunities.
- Ongoing self development/cross training across Operations Services

**Your future colleagues**

This is an excellent platform for a good work life balance and working environment including remote work options. An inclusive and friendly team mirroring the wider company culture. With equal recognition and reward, regular and open feedback. As well as supporting you in long-term career progress.

The department values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
- You Offer
- Excellent communication and stakeholder management
- Knowledge of Securities Settlement Processes will be highly valued.
- Have a strong risk mindset and be able to escalate issues and be transparent.
- Strong time management and organisational skills to manage multiple deliverables simultaneously.
- Innovative and able to drive results.
- Strong teamwork skill to collaborate with internal and external teams. Be able to demonstrate a strong partnership and inclusive to all team members.

**Your new employer**

Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.

UBS is the world’s largest and 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.

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?

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.



  • Sydney, Australia ANZ Banking Group Full time

    **Req ID**: 61049 **Department**: Insto Transaction Banking Sales Financial Institut **Division**: Institutional **Location**: Sydney At ANZ, we’re shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers. Our Institutional bank helps our largest customers move...


  • Sydney, New South Wales, Australia ANZ Banking Group Full time

    Req ID: 61049Department: Insto Transaction Banking Sales Financial InstitutDivision: InstitutionalLocation: SydneyAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers. Our Institutional bank helps our largest customers move trade and capital around...

  • Banking Associate

    2 weeks ago


    Sydney, New South Wales, Australia Westpac Institutional Banking Full time

    Westpac is always on the lookout for skilled Aboriginal and Torres Strait Islander job seekers to join our mob.How will I help?As an Associate you will be a part of the Customer Lifecycle Management Operations Hub and will work directly with the customers, business, other operational teams and Financial Crime Compliance.Client Lifecycle Management (CLM) is...

  • Associate, Banks

    2 weeks ago


    Sydney, New South Wales, Australia Westpac Banking Corporation Full time

    Associate, Banks & Insurance Team, ARM- Opportunity to join Westpac's Institutional Bank:Established career path and progression opportunities:- Sydney BasedHow will I Help?Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand.The Banks...

  • Associate, Banks

    2 weeks ago


    Sydney, New South Wales, Australia Westpac Institutional Banking Full time

    Opportunity to join Westpac's Institutional Bank:Established career path and progression opportunities:- Sydney BasedHow will I Help?Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand.The Banks and Insurance Relationship team sits...

  • Bank Manager

    1 week ago


    Sydney, Australia Westpac Banking Corporation Full time

    Bank Manager **Branch based leadership opportunity in our Westpac Market Street, Sydney branch** **Permanent full time position - 38 hours per week** **Ongoing training and development available to grow your career** Our branches are an important part of the communities they're based in - and as the Bank Manager, it's up to you to keep making that...

  • Bank Manager

    2 weeks ago


    Sydney, Australia Westpac Banking Corporation Full time

    Bank Manager - **Branch based leadership opportunities available**: - **Westpac St Marys and Mount Druitt** **locations**: - **Permanent full time position - 38 hours per week** Our branches are an important part of the communities they're based in - and as the Bank Manager, it's up to you to keep making that impact. You'll help customers from all walks...

  • Bank Manager

    5 days ago


    Sydney, Australia Westpac Banking Corporation Full time

    Bank Manager - **Branch based leadership opportunity in our Westpac Lake Haven branch**: - **Permanent full time position - 38 hours per week**: - **Ongoing training and development available to grow your career** Our branches are an important part of the communities they're based in - and as the Bank Manager, it's up to you to keep making that impact....

  • Bank Manager

    2 weeks ago


    Sydney, New South Wales, Australia Westpac Banking Corporation Full time

    Bank Manager- Branch based leadership opportunity in our Westpac Lake Haven branch:Permanent full time position 38 hours per week:- Ongoing training and development available to grow your careerOur branches are an important part of the communities they're based in - and as the Bank Manager, it's up to you to keep making that impact. You'll help customers...


  • Sydney, New South Wales, Australia Westpac Institutional Banking Full time

    Opportunity to join Westpac's Institutional Bank:Established career path and progression opportunities:- Sydney or Melbourne BasedHow will I Help?The Service Associate, Institutional Banking role will work with the Global Transaction Services (GTS) business line which is a critical pillar of Westpac's Institutional Bank (WIB).The team provides service...

  • Banking Associate

    2 months ago


    Sydney, Australia Westpac Institutional Banking Full time

    Westpac is always on the lookout for skilled Aboriginal and Torres Strait Islander job seekers to join our mob. **How will I help?** As an Associate you will be a part of the Customer Lifecycle Management Operations Hub and will work directly with the customers, business, other operational teams and Financial Crime Compliance. Client Lifecycle Management...


  • Sydney, Australia Bank of Queensland Full time

    **About the Role** An opportunity has arisen for a Banking Operations Officer to join our Transaction Accounts Operations team. In this role you will report to the Team Lead of Cards, Payments and Retail Banking Operations and be responsible for: - Account opening for Retail Banking Products including credit card, everyday bank accounts, overdraft...

  • Associate, Banks

    2 weeks ago


    Sydney, Australia Westpac Institutional Banking Full time

    **Opportunity to join Westpac’s Institutional Bank**: - **Established career path and progression opportunities**: - **Sydney Based** **How will I Help?** Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand. The Banks and...

  • Associate, Banks

    2 weeks ago


    Sydney, Australia Westpac Banking Corporation Full time

    Associate, Banks & Insurance Team, ARM - **Opportunity to join Westpac's Institutional Bank**: - **Established career path and progression opportunities**: - **Sydney Based** **How will I Help?** Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia...

  • Banking Operations

    2 weeks ago


    Sydney, New South Wales, Australia Credit Suisse Full time

    OperationsEnglishWe OfferThe Security Transfers team handles the security asset onboarding process for Wealth Management clients. You will be an effective teammate, actively involved in the daily business by supporting timely and efficient settlement of all security transactions across markets that represent new asset inflows into the bank. The process is...

  • Banking Operations

    2 weeks ago


    Sydney, New South Wales, Australia Credit Suisse Full time

    OperationsEnglishWe OfferTrading Services is responsible for managing all post execution trade flows, trade amendments and trade life cycle events for Australian WM clients. Working closely with execution desks, front office personnel and external brokers, the team collectively to ensure that trades are booked accurately and timely into our clients'...


  • Sydney, Australia Rabobank Full time

    **Join the world’s leading specialist in food and agribusiness banking** - ** 18 months program with domestic and international rotation opportunities** - ** Comprehensive learning and development, competitive salary and flexible work environment** **A bit about us** Rabobank is the world’s leading specialist in food and agribusinesses banking. We are...

  • Banking Operations

    2 weeks ago


    Sydney, New South Wales, Australia Credit Suisse Full time

    OperationsEnglishWe OfferTrading Services is responsible for managing all post execution trade flows, trade amendments and trade life cycle events for Australian WM clients. Working closely with execution desks, front office personnel and external brokers, the team collectively to ensure that trades are booked accurately and timely into our clients'...


  • Sydney, Australia ANZ Banking Group Full time

    **Req ID**: 55415 **Department**: AR Branch Network **Division**: Australia Retail **Location**: Sydney About the role Build a rewarding career in an innovative, fast paced and collaborative environment Unique opportunity to be a vital part of the team transforming ANZ for the future. Interested? An intense passion and curiosity for people, their needs...

  • Banking Operations

    2 weeks ago


    Sydney, New South Wales, Australia Credit Suisse Full time

    OperationsEnglishWe OfferWith key duties also including: Gathering, verifying and disseminating information on Corporate Actions to Front Office and clients Collating clients instructions for voluntary or elective events and instructing custodians in a timely manner to protect clients entitlements Monitoring upcoming events until all details are finalised...