Client Account Manager (m/f) - Global FIM Institutional Zürich

☞ UBS

View: 170

Update day: 26-03-2024

Location: Zürich Zürich ZH

Category: IT - Hardware / Networking Information Technology

Industry: Finance

Loading ...

Job content

Switzerland - Zürich
Business management, administration and support, Client advisory / Relationship management
Global Wealth Management

Job Reference #

233189BR

City

Zürich

Job Type

Full Time

Your role

Are you a people person? Do you know how to stay calm under pressure?

We are looking for someone who can help us support the front office while servicing clients. You will:

  • support the Client Advisor in their daily client business
  • be the point of entry for processing client orders such as account opening, account maintenance and trading
  • assist in all administrative tasks and organizational arrangements in relation to client’s general inquiries and to their investments and payments
  • keep direct contact with professional clients on a daily business

Your team

You will be working in the Financial Intermediaries (FIM) Institutional team in Zurich. We are a team of 18 people and are responsible for delivering high quality investment advice to professional Financial Intermediaries, Multi Family Offices and Asset Managers. We work closely with various departments within Wealth Management to ensure the best service for our clients. Providing an excellent and outstanding client experience is our main goal.

Your expertise

  • banking experience (apprenticeship and/or banking traineeship) or alternatively bachelor’s degree in a related discipline
  • experience in a similar role dealing with private clients and supporting client advisors
  • great computer skills and willingness to learn new programs
  • the ability to work accurate and efficiently
  • a team player
  • a detail-oriented and reliable person
  • able to work under pressure
  • fluent in German and English, other European languages are desirable

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That’s what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We’re a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Contact Details

UBS HR Recruiting Switzerland

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.
Loading ...
Loading ...

Deadline: 10-05-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...