Client Account Manager WM GFO Emerging Markets

☞ UBS

View: 139

Update day: 24-04-2024

Location: Zürich Zürich ZH

Category: Finance / Bank / Stock Sales

Industry: Finance

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Job content

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

Job Reference #

236852BR

City

Zürich

Job Type

Full Time

Your role

Do you want to be part of a high performing team? Do you want to proactively go the extra mile with us to help our sophisticated clients?

We’re looking for an experienced client account manager with financial market affinity who aims to develop into an Investment Advisor role:
  • Operational excellence in daily GFO business: you are familiar with the specific tasks of a CAM with regard to Risk, Legal, Compliance, Suitability, KYC/AML
  • be the point of entry for complex client requests, e.g. onboarding, documentation, trade execution
  • research, follow-up and resolve client inquiries and problems through effective interaction with clients and internal partners in a timely and professional manner
  • support client advisors when they are on business trips and assist in preparing client meetings
  • join client advisor in client meetings
  • interest to grow into an Investment Advisor role by being involved in the sales activities with the aim to take on deputization of the Investment Advisor

Your team

Global Family Office (GFO) is a unique joint venture between UBS Global Wealth Management (GWM) and UBS Investment Bank (IB). GFO serves some of the largest institutional Family Office clients that require both, GWM services and access to IB capabilities, often across countries and booking centers. GFO offers comprehensive and highly personalized financial services to satisfy our clients’ sophisticated needs.

You’ll be working in the Emerging Markets team in Zurich. You’ll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. You’ll be part of the client coverage team and closely collaborate with your team members. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.





Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

  • financial services experience within a client facing team
  • bachelor’s degree or equivalent financial qualifications
  • solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
  • effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
  • interest in financial markets and in dealing with institutional-like clients
  • sound judgement and problem-solving skills with a proactive style that delivers timely results
  • superior written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
  • excellent skills in English (oral and written), further languages are an asset

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.

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.
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Deadline: 08-06-2024

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