Client Account Manager

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Your role

Are you curious, proactive and always striving to bring positive impact to clients? Do you look for a new challenge within the dynamic and fast paced Wealth Management environment?

We're looking for someone to:

1. manage daily business in client servicing and provide high quality service in collaboration with our client advisors
2. be the direct contact for daily banking activities and administrative work for our clients
3. be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
4. comply with all regulations, policies and standards, contributing to an effective risk culture
5. manage daily client transactions and carry out inquiries and troubleshooting
6. perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
7. research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner

Your expertise

1. ideally +8 years financial services experience within a client facing team or other relevant commercial experience within the financial services industry
2. ideally you hold a minimum level 3 qualification
3. attention to detail
4. effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
5. team player that remains calm while managing conflicting priorities and enjoys interacting with clients
6. works with absolute discretion, tactfulness and adaptability to changing demands
7. solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
8. able to utilize tools and resources to service clients as efficiently as possible

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.

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.