Wm Client Account Manager Client Service Team Wm
Vor 3 Tagen
Switzerland - Zürich
- Business management, administration and support
- Global Wealth Management
**Job Reference #**
- 265445BR
**City**
- Zürich
**Job Type**
- Full Time, Part Time
**Your role**
- Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? 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? Do you want to proactively go the extra mile with us to help our sophisticated clients? 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 providing high quality service for our sophisticated HNW clients
- be the point of entry for processing and monitoring client orders (e.g. payments, foreign exchange, loans and deposits, ordering of credit cards, etc.)
- 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 delivering exceptional client service and experience
- support client advisors in administrative tasks, manage opening of client relations, accounts and products by adhering to the all relevant cross border policies
- coordinate activities related to Italian Fiduciary Companies (e.g. UBS Fiducaria) and Life Insurance Companies (e.g. Octium)
- collaborate actively cross location with CST Teams in Lugano and Chiasso and our main partners (Front Support Office, Service Line and PQS)
**Your team**
- You’ll be working in the Client Service Team Italy International in Zurich. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for our sophisticated clients. You’ll be part of the client service team and closely collaborate with client advisors, relationship manager, desk head and PQS. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. The CST Italy Zurich reports directly to the Desk Head of the Desk Italy Zurich, is integrated also physically directly within the Desk and has a dotted reporting line to the CST Head located in Lugano. The CST Teams in Zurich, Lugano and Chiasso are collaborating very tightly and support and deputize each other’s.
**Your expertise**
- financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- 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
- confident, motivated and able to adapt to a rapidly changing environment
- excellent language skills in Italian (oral and written) are mandatory, 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 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?
**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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