Client Account Manager Wealth Management Team

vor 1 Woche

Carouge, Genf, Schweiz UBS Vollzeit
Switzerland - Western Switzerland

  • Business management, administration and support, Client advisory / Relationship management
  • Global Wealth Management

Job Reference #

BR

City

  • Carouge

Job Type

  • Full Time, Part Time

Your role

  • Are you a people's person? Do you know how to stay calm and focused under pressure?
  • We're looking for a client account manager to:
  • work hand in hand with Client and Investment advisors in delivering outstanding client service and experience
- be one of the main entry point for clients for order processing, account openings and account maintenance
- assist in all administrative tasks and organizational matters in relation to client inquiries, investment and operational aspects
- carry out daily transaction processing, market trading, subscriptions, and asset transfers
- support with documentation for client meetings, business trips, investment proposals, and organisation of beauty contests for key growth cases
- ensure that client accounts comply with business and regulatory requirements by liaising with risk, legal, and compliance teams

Your team

  • You'll be working in the Client Service Team (CST) Iberia in Geneva. As a Client account manager, you'll be responsible for providing flawless support to Client advisors in providing high quality investment advice to wealthy individuals in Spanish and Portuguese markets. 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
- banking experience (apprenticeship and/or banking traineeship) or alternatively a university degree in a related discipline
- experience in a similar role dealing with private clients and supporting client advisors
- flawless attention to detail, even under pressure
- curiosity and willingness to go the extra mile
- team player that remains calm while managing conflicting priorities
- works with absolute discretion, tactfulness and adaptability to changing demands
- excellent organization and communication skills
- professional in Portuguese and English. Spanish would be an advantage

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?

Contact Details

  • UBS Business Solutions AG
  • UBS 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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