Client Account Manager Hnw South Africa Team

vor 2 Wochen

Zürich, Zürich, Schweiz UBS Vollzeit
Switzerland
  • Zürich
  • Business management, administration and support
  • Global Wealth Management

Job Reference #

BR

City

  • Zürich

Job Type

  • Full Time

Your role

  • We're looking for a Client Account Manager to:
  • manage daily business in HNW client servicing and provide high quality service
- develop to be able to become a direct contact for daily banking activities and administrative work for our clients
- assist with daily client transactions and carry out inquiries and troubleshooting
- support client advisors in delivering exceptional client service and experience
- support client advisors in administrative, risk and legal and compliance related tasks and duties
- support client advisors when they are on business trips and assist in preparing client meetings
- join client advisors occasionally in client meetings

Your team

  • You'll be working in the High Net Worth South Africa team in Zürich. This team currently consists of 2 Investment Advisors and a Relationship Manager. You'll play an important role in our delivery of client services and become a trusted client account manager for our HNW clients. You'll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. The team focusses on South African clients with wealth within the range of USD5m 50m, so you will have exposure to prominent business people in the country. As a member of this team, you will with time be required to complete a regulatory exam (RE5) for which you will be coached and receive all the required guidance.
  • 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
- some financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- a good understanding of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
- effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
- able to utilize tools and resources to service clients as efficiently as possible. Ideally have a working knowledge of the UBS CAWB tool.
- interest in financial markets and in dealing with clients
- sound judgement with a proactive manner
- good written and oral communications skills
- confident, motivated and able to adapt to a rapidly changing environment
- good skills in English (oral and written), further languages are an asset

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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