Client Account Manager Wm 80-100%
vor 17 Stunden
Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 256900BR
**City**
- Zürich
**Job Type**
- Full Time, Part Time
**Your role**
- Are you a people person? Do you know how to stay calm under pressure? We are looking for someone to strengthen our established and experienced Central Europe High Net Worth Desk in Zurich (if you wish to return after a career break, you are very welcome as well).
- You'll:
- process and monitor orders (stock exchange, subscriptions, payments) as well
as daily cash management- be responsible for all administrative concerns such as account openings,
maintenance and account closings- deal with client requests in direct client contact
- assist in preparing investment proposals and providing Investment Advisors with product and market related information
- prepare client meetings and business trips
- attend client meetings together with the Investment Advisor and Relationship Manager
**Your team**
- You'll be working in one of our Central European eVolution teams and will provide efficient support to our Relationship Managers and Investment Advisors, while being a part of the Client Service Team HNWI Central Europe. We work closely with various departments within Wealth Management to ensure the best service for our clients. Providing an excellent and outstanding client experience is our main goal.
- 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**
- You have:
- a strong passion for the Central European market
- banking experience, ideally work experience in a similar function and/or
successfully completed a banking apprenticeship- profound knowledge of UBS internal tools (CAWB, CBD, Subitop, DocConsolidator)
- basic knowledge of the financial market and corresponding products
- a proper risk behavior with an understanding of the challenging regulatory
environment- excellent organizational and communication skills
You are:
- interested to take your career to the next level or looking for a come-back
opportunity after a career break- fluent in English (oral and written)
- polish language skill is a plus
- a reliable team player with a strong sense of responsibility
- highly motivated and a quick learner as well as diligent and discreet
- a detail-oriented and reliable person
**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 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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