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Wealth Management Client Account Manager – Client Service Team Greece
看过: 275
更新日: 26-03-2024
类别: IT-硬件/网络 信息技术 金融/银行/股票 行政/文书/助理
行业: Finance
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工作内容
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:
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.
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?
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.
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最后期限: 10-05-2024
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