Client Account Manager Wm Greece

vor 2 Wochen


Zürich, Zürich, Schweiz UBS Vollzeit
Switzerland
  • Zürich
  • Management and Business Support
  • Global Wealth Management

Job Reference #

BR

City

  • Zürich

Job Type

  • Full Time

Your role

  • Are you looking for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Are you curious, proactive and always striving to bring positive impact to clients? support client advisors in delivering exceptional client service and experience
- be in contact with clients for account queries, payments etc.
- 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
- carry out daily transaction processing and complex troubleshooting

Your team

  • You'll be working in the Greece & Cyprus team in Zurich. As client advisor assistant 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.

Your expertise
- financial services experience, ideally within a client facing team
- 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
- fluent in English (written and oral)
- high flexibility, the ability to prioritize and work on several tasks at the same time

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

Join us

  • At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled 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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