Client Account Manager Gfo Mea

vor 13 Stunden


Kanton Genf, Schweiz UBS Vollzeit

Switzerland - Western Switzerland

Business management, administration and support

Global Wealth Management

**Job Reference #**

251570BR

**City**

Genève

**Job Type**

Full Time

**Your role**

Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you curious, proactive and always striving to bring positive impact to clients?

We’re looking for a client account manager to:

- manage daily business in GFO client servicing and delivering exceptional client service and experience
- be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
- be the direct contact for daily banking activities and administrative work for our clients and carry out inquiries and troubleshooting
- perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
- research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
- support client advisors in administrative, risk and legal and compliance related tasks and duties

**Your team**

Global Family Office (GFO) is a unique joint venture between UBS Global Wealth Management (GWM) and UBS Investment Bank (IB). GFO serves some of the largest institutional Family Office clients that require both, GWM services and access to IB capabilities, often across countries and booking centers. GFO offers comprehensive and highly personalized financial services to satisfy our clients’ sophisticated needs.

You’ll be working in the GFO Middle East and Africa team in Geneva. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. 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.

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**
- 3 year financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- (bachelor’s) degree or equivalent financial qualifications
- solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
- able to utilize tools and resources to service clients as efficiently as possible
- sound judgement and problem-solving skills with a proactive style that delivers timely results
- superior written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
- confident, motivated and able to adapt to a rapidly changing environment
- excellent skills in English (oral and written)

**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?

**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.



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