Loading ...

le contenu du travail

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

Job Reference #

232264BR

City

Carouge

Job Type

Full Time

Your role

Are you a people person ? Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

We’re looking for a Client Account Manager to:
  • support Investment Advisors and Relationship Managers in delivering exceptional client service and experience
  • be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
  • assist in all administrative tasks and organizational arrangements in relation client’s general inquiries and to their investments and payments
  • assist with account opening, onboarding, due diligence and monitoring activities
  • support with documentation for client meetings, business trips, investment proposals and the like
  • collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

Your team

You’ll be working in the Client Service Team Greece (CST) in Geneva. 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.
As a Client Account Manager you will also 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 a bachelor’s degree in a related discipline
  • financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
  • great computer skills and willingness to learn new programs
  • 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
  • excellent organization and communication skills
  • fluent in English, Greek is a plus

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 International Recruiting

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 ...

Date limite: 10-05-2024

Cliquez pour postuler pour un candidat gratuit

Postuler

Loading ...
Loading ...