Looking for a job

Utkarsh Singh

@utkarshsingh24

Senior Asset Transfers Specialist at UBS, handling domestic and cross-border securities transfers and helping clients transition portfolios.

Poland

Message

At UBS, I manage domestic and cross-border transfers of securities and funds, coordinating with custodians and internal teams to support seamless settlement and portfolio transitions. I review client instructions and reconciliation reports, and serve as a senior point of contact for complex cases.

As a YouTube content creator, I’ve reached 100k+ subscribers and 50M+ views while sharing educational vlogs about living in Poland and guiding study-abroad aspirants. I also have a finance degree and experience in securities servicing, trade settlement, and client portfolio analysis.

Experience

Work history, roles, and key accomplishments

Current

Senior Asset Transfers Specialist 🇫🇷

Current

UBS

Jun 2025 - Present (1 year 4 months)

• Manage domestic and cross-border transfers of securities and funds in accordance with AMF, MiFID II, and AML/KYC regulations.
• Coordinate with custodians, counterparties, and internal stakeholders to ensure seamless settlement and portfolio transition.
• Review and validate client instructions, corporate actions, and reconciliation reports to maintain data integrity and operational accuracy.

Current

Content Creator

Current

YouTube

Sep 2020 - Present (6 years 1 month)

• 100k+ Subscribers
• 50M+ Views
• Guided and coached thousands of study work abroad aspirants.
• Sharing my experiences living in Poland 🇪🇺through educational vlogs.

Senior Asset Transfers Specialist 🇩🇪

UBS

Feb 2025 - Jul 2025 (5 months)

Worked as Senior Asset Transfers Specialist 🇩🇪 at UBS.

Securities Specialist 🇩🇪

UBS

May 2022 - Feb 2025 (2 years 9 months)

- Collaborating with front office during asset transfers for clients from Germany;
- Instructing & releasing trades to the market for inbound, outbound and internal securities transfers;
- Investigating unsettled trades with custodians, transfers agents, brokers and other financial institutions all over the world;
- Analyzing client portfolios and types of securities: equities, bonds and hedge fun

Asset Transfer GWM

UBS

Nov 2021 - May 2022 (6 months)

Asset Transfer Deutschland 🇩🇪

Team Leader

AIESEC Poland

Nov 2019 - Dec 2020 (1 year 1 month)

• Conducted trainings
• Mentored team members to promote productivity
• Financial budget planning
• Collaborating and building partnerships with other AISEC institutions around the Globe.