Client Account Manager Global Wealth Management

☞ UBS

Vue: 148

Jour de mise à jour: 21-03-2024

Localisation: Carouge (GE) Genève GE

Catégorie: Autre

Industrie: Banking Financial Services Investment Banking

Type d’emploi: Full-time

Loading ...

le contenu du travail

Job Reference #252783BRJob TypeFull TimeYour roleDo you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to help our sophisticated clients? Are you focused on the details, even when under pressure?We’re constantly looking for client account managers to :



  • support client advisors in delivering exceptional client service and experience
  • be the direct contact for daily banking activities and administrative work for our clients
  • assist with account opening, onboarding, due diligence and monitoring activities
  • support with documentation for client meetings, business trips, investment proposals and the like
  • be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
  • perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
  • collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
  • support client advisors in administrative, risk, legal and compliance related tasks and duties
Your teamYou’ll be part of the client coverage team and closely collaborate with client advisors. As client account manager you’ll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.Your expertise



  • financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
  • ideally you already finished a Banking Apprenticeship
  • unyielding attention to detail, even when under pressure
  • team player that remains calm while managing conflicting priorities
  • works with absolute discretion, tactfulness and adaptability to changing demands
  • effective relationship management skills, able to show situational awareness
  • able to utilize tools and resources to service clients as efficiently as possible
  • sound judgement and problem-solving skills with a proactive style that delivers timely results
  • superior written and oral communications skills in English including the ability to deliver difficult messages and client issues with confidence, further languages are an asset
About UsUBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?How We HireThis role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.htmlJoin usAt UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?Disclaimer / Policy StatementsUBS 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 ...

Date limite: 05-05-2024

Cliquez pour postuler pour un candidat gratuit

Postuler

Signaler des emplois
Loading ...
Loading ...

MÊMES EMPLOIS

Loading ...
Loading ...