Your role
We're looking for an Offboarding Analyst to manage the end to end client offboarding process, ensuring accurate, timely, and risk mitigated closure of client relationships, products, and accounts in line with regulatory and internal control requirements.
- Execute end to end client offboarding activities in line with internal policies, regulatory standards, and SLAs.
- Review and validate offboarding requests, ensuring all approvals, confirmations, and documentation are complete.
- Coordinate closure of client accounts, products, and relationships across multiple systems e.g. STAMM, GLs, FX and LEI status.
- Assess offboarding dependencies such as agents, investment managers, nested relationships, and linked entities prior to execution.
- Manage exceptions including holds, halts, and reactivations, ensuring accurate updates or reversals where required.
- Maintain audit ready tracking, documentation, and timely escalation of risks, delays, or process gaps with clear root cause analysis.
Job Type
Full Time
Job Reference #
335394BR
City
Hyderabad
Your team
You'll be joining our Client Offboarding team based in Hyderabad. The team is responsible for ensuring that client relationships are exited safely, accurately, and in compliance with regulatory and internal control requirements.
The team works closely with Operations, Compliance, AML, Sanctions, Legal, and Front Office stakeholders to manage client exits in a controlled and risk aware manner. This protects the firm while ensuring a consistent and compliant client experience.
As an Offboarding Analyst, you play a key role in delivering timely and well governed client exits by coordinating across teams, managing risk, and ensuring high quality execution and documentation.
Your expertise
- Strong understanding of client lifecycle management, particularly offboarding and account closure processes.
- Knowledge of AML, sanctions, KYC, and regulatory requirements related to client exits.
- High attention to detail with strong analytical and problem solving skills.
- Ability to manage multiple cases, deadlines, and priorities in a controlled environment.
- Clear and professional written and verbal communication skills.
- Strong stakeholder management and collaboration capabilities.
- Proficiency in case management tools, email management systems, and client reference data platforms.
- Bachelor's degree or equivalent qualification.
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. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more Visit ubs.com/careers.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
