WM Client Account Manager, GFIM EMEA, Zurich

☞ UBS

View: 124

Update day: 29-03-2024

Location: Zürich Zürich ZH

Category: IT - Software

Industry:

Job type: Temps plein, Temps de travail : 90-100%

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Job content

Switzerland - Zürich
Business management, administration and support
Global Wealth Management

Job Reference #

267807BR

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 supporting the front office while servicing clients.
This exciting position provides an excellent opportunity for a talented individual to play an active role in servicing Financial Intermediaries (FIM) within UBS Global Wealth Management. 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 a variety of 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: UK and Spain
  • 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

Your 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.


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

  • 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 English, any additional language 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

About us

UBS 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 hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Join us

At 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?

Contact Details

UBS Business Solutions AG
UBS 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.
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Deadline: 13-05-2024

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