WM Client Account Manager - UK & Nordics Intl UHNW

☞ UBS

View: 130

Update day: 07-04-2024

Location: Zürich Zürich ZH

Category: Administrative / Clerical / Assistant Finance / Bank / Stock Sales

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Job content

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

Job Reference #

282305BR

City

Zürich

Job Type

Full Time

Your role

Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? 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?

We’re looking for a UHNW Client Account Manager to:

  • support a team of Investment Advisors and Relationship Managers in delivering an exceptional client service and experience providing administrative and organizational support in all client related processes
  • be a point-of-entry contact for beneficial owners and their trusted advisors regarding account queries, orders, payments, stock orders, foreign exchange, loans and deposits etc.
  • assist with and co-ordinate account opening, onboarding, due diligence and monitoring of client activities and support with documentation for client meetings and business trips
  • research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
  • collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

Your team

You’ll be working in the UK International UHNW team in Zurich. We are a diverse team of senior investment professionals delivering an excellent client experience showing the best of UBS to our UHNW clients. You’ll play an important role in positioning the team as the partner of choice delivering high-quality solutions and 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
  • sound judgement and problem-solving skills with a proactive style that delivers timely results
  • a structured work style, confident working autonomously
  • comfort working in a fast-paced international environment as part of a dynamic team
  • effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
  • team player that remains calm while managing conflicting priorities
  • good communication skills, comfortable interacting with colleagues at all levels
  • excellent skills in English (oral and written), further languages are an asset

About us

UBS is the world’s largest and the 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..

We have a presence in all major financial centers in more than 50 countries.

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?

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: 22-05-2024

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