Client Advisor Assistant (m/f) GFIM EMEA, Zurich

☞ UBS

View: 150

Update day: 25-04-2024

Location: Zürich Zürich ZH

Category: Finance / Bank / Stock IT - Software

Industry: Finance

Job type: Temps plein

Loading ...

Job content

Schweiz - Zürich
Business Management, Administration & Support
Global Wealth Management

Automatischer Stellencode

250004BR

Stadt

Zürich

Job-Typ

Vollzeit

Ihre Rolle

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.

This exciting position provides an excellent opportunity for a talented individual to play an active role in the servicing of Financial Intermediaries (FIM) domiciled in the UBS Wealth Management Global Europe, Middle East, Africa and Asia/Pacific (APAC). In this role, you will be a key team member in ensuring superior client experience by providing excellent administrative and organizational support in all client-related processes. As a main point of contact for our Financial Intermediaries you are delivering optimal support service in processing orders and dealing with queries. The position offers great development possibilities into other front roles in Switzerland or one of our other FIM Booking Centers around the world.

Key Responsibilities:

  • assisting the Client Advisors and the Business Developers with administrative/organizational arrangements and client processes for optimal support service delivery
  • process all client-related orders independently (execute stock exchange orders, payments, opening/closing of accounts)
  • dealing with FIM queries and troubleshooting through specialized transactional process knowledge
  • dealing with client requests in direct and frequent contact with FIM by phone and email; you are expected to service a number of existing FIM fairly independently
  • main Markets of support coverage: Middle East, Singapore & Hong Kong
  • assist in the handling and resolution of risk, compliance and document related matters in close collaboration with the desk’s Process & Risk Specialist
  • deputize Client Advisors and other Assistants during their absences

Ihr Team

You will be working within the Financial Intermediaries (FIM) team in Zurich. We are responsible for delivering high quality services to professional Financial Intermediaries. We work closely with various departments within Wealth Management to ensure the best execution for our clients. Providing an excellent and outstanding client experience is our main goal.

Ihre Fähigkeiten und Erfahrungen

  • apprenticeship in a bank or higher banking education with concrete work experience in the Wealth Management Front Office area
  • good knowledge of UBS Banking tools and processes used in the Wealth Management Front Office as well as MS-Office applications
  • sound understanding of process and risk related requirements within a complex Wealth Management environment
  • genuine interest in products and markets
  • fluency in Englisch, Mandarin is a plus
  • ability to represent UBS in a highly professional manner in front of Financial Intermediaries (mainly by e-mail and phone)
  • strong client and service orientation, readiness to go the extra mile
  • autonomous and dynamic personality with an entrepreneurial spirit
  • flexibility and ability to cope with pressure
  • team player who positively and proactively fosters collaboration
  • handling complex situations and relationships, delivering against high ambitions and expectations whilst maintaining attention to detail

Über uns

Kompetente Beratung. Vermögensverwaltung. Investment Banking. Asset Management. Privatkundengeschäft in der Schweiz. Und alles, was man dazu braucht. Das machen wir. Für Privat-, Firmen- und institutionelle Kunden weltweit.

Wir sind rund 60 000 Mitarbeiter - in allen wichtigen Finanzzentren, in mehr als 50 Ländern. Wollen Sie dazugehören?

Werden Sie Teil unseres Teams

Wir kommen aus unterschiedlichsten Ländern und legen Wert auf Zusammenarbeit und einen freundlichen Umgang. Vielfalt, Integration und Respekt am Arbeitsplatz sind uns wichtig. Wir fördern Ihre Karriereentwicklung, interne Mobilität und eine gesunde Work-Life-Balance. Interessiert? Dann bewerben Sie sich jetzt.

Kontaktangaben

UBS Business Solutions AG
UBS Recruiting

Rechtshinweis

UBS ist ein Arbeitgeber, der Chancengleichheit fördert. Wir respektieren jeden Mitarbeiter als Individuum sowie unterschiedliche Kulturen, Perspektiven, Fähigkeiten und Erfahrungen unseres Personals.
Loading ...
Loading ...

Deadline: 09-06-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...