Client Account Manager Wealth Management
Vor 3 Tagen
Switzerland - Western Switzerland
Client advisory / Relationship management
Global Wealth Management
**Job Reference #**
255090BR
**City**
Carouge
**Job Type**
Full Time
**Your role**
Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?
We’re looking for a client advisor assistant to:
- support client advisors in delivering exceptional client service and experience
- be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
- assist with account opening, onboarding, due diligence and monitoring activities
- support with documentation for client meetings, business trips, investment proposals and the like
- collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
**Your team**
You’ll be working in the Client Service Team of Arabian Gulf and Saudi Arabia team in Geneva as client advisor assistant 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.
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**
- financial services experience, ideally within a client facing team
- fluent in English and French
- unyielding attention to detail, even when under pressure
- team player that remains calm while managing conflicting priorities
- works with absolute discretion, tactfulness and adaptability to changing demands
**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.
-
Client Account Manager
vor 1 Tag
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Business management, administration and support - Global Wealth Management **Job Reference #** - 264690BR **City** - Carouge **Job Type** - Temporary / Contract **Your role** - Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? - We’re...
-
Client Account Manager
Vor 7 Tagen
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland- Business management, administration and support, Client advisory / Relationship management- Global Wealth Management**Job Reference #** - 254225BR**City** - Carouge**Job Type** - Full Time**Your role** - Are you a people person ? Do you want to proactively go the extra mile with us to help clients? Are you focused on the...
-
Client Advisor Wealth Management Me
vor 7 Monaten
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 294944BR **City** - Carouge **Job Type** - Full Time **Your role** - Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? -...
-
Client Advisor Wealth Management Uhnw Geneva
vor 7 Monaten
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 277659BR **City** - Carouge, Genève **Job Type** - Full Time, Part Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory...
-
Client Advisor Wealth Management Uhnw Geneva
Vor 7 Tagen
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 256752BR **City** - Carouge, Genève **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales?...
-
Client Account Manager Wm Spain/portugal
Vor 2 Tagen
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Business management, administration and support - Global Wealth Management **Job Reference #** - 261107BR **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: -...
-
Client Account Manager Wm Turkiye Hnwi
vor 7 Monaten
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Business management, administration and support - Global Wealth Management **Job Reference #** - 287815BR **City** - Carouge, Genève **Job Type** - Temporary / Contract **Your role** - Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team? - We are...
-
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth Management **Job Reference #** 248761BR **City** Carouge **Job Type** Full Time **Your role** Are you a true networker who loves to talk to potential clients? Do you have a strong track record in advising and sales? Can you close a deal? Then the Wealth...
-
Global Wealth Management Associate
vor 4 Stunden
Carouge, Genf, Schweiz Lombard Odier VollzeitAbout Lombard OdierLombard Odier is a renowned global wealth and asset manager, with a strong focus on sustainable investing.We offer a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody solutions to private and institutional clients.Job DescriptionThis role will provide the opportunity to gain a deep...
-
Client Account Manager
Vor 6 Tagen
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 267756BR **City** - Carouge, Genève **Job Type** - Full Time, Part Time **Your role** - Do you look for a new challenge within the dynamic and fast paced FIM LATAM environment? Do you have a "can do" attitude and want to be part...
-
Account Management Standard
Vor 7 Tagen
Carouge, Schweiz UBS VollzeitSuisse - Suisse romande- Conseil clientèle / Relationship management, Développement commercial- Personal & Corporate Banking**IdDemandeAuto** - 254646BR**Ville** - Carouge, Genève, Lausanne**Type de poste** - Temps plein, Temps partiel**Votre fonction** - Te sens-tu à l’aise dans le monde digital et apprécies-tu le contact avec la clientèle...
-
Relationship Manager Wm Hnw/uhnw Turkey
vor 10 Stunden
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 264859BR **City** - Carouge **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for someone like that who can: - define...
-
Client Relationship Manager, Institutional Client
vor 10 Stunden
Carouge, Schweiz UBS VollzeitSuisse - Suisse romande - Conseil clientèle / Relationship management - Asset Management **IdDemandeAuto** - 259498BR **Ville** - Carouge **Type de poste** - Temps plein **Votre fonction** - Êtes-vous passionné(e) par le développement et le suivi d’un portefeuille composé d’institutions de prévoyance, d’organisations internationales et de...
-
Relationship Manager Global Fim
Vor 7 Tagen
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth Management **Job Reference #** 248763BR **City** Carouge, Genève **Job Type** Full Time, Part Time **Your role** You will be responsible for each and every angle of the commercial development of new and existing client relationships, including: - sales...
-
Account Manager
Vor 5 Tagen
Carouge, Schweiz FCM Travel VollzeitTu as un bon relationnel et un super sens du service ? Tu veux t’engager dans une entreprise innovante et dynamique ? **_Alors rejoins-nous !_** **LE JOB**: Engagé(e), rigoureux et proactif(ve), tu assures, sous la responsabilité du Directeur de l'Account Management, la satisfaction de notre clientèle internationale. **LES MISSIONS**: -...
-
Investment Advisor Wm Mea Arabian Gulf
vor 7 Monaten
Carouge, Schweiz UBS VollzeitSwitzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 278120BR **City** - Carouge **Job Type** - Full Time **Your role** - Do you have a passion for delivering superior investment advice and solutions to clients? Are you objective driven and a proven risk manager? - We’re looking...
-
Senior Banking Strategy Manager
Vor 5 Tagen
Carouge, Genf, Schweiz Lombard Odier VollzeitAn innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of...
-
Head of Banking Operations Strategy
vor 3 Monaten
Carouge GE, Schweiz Lombard Odier VollzeitAn innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive...
-
Strategic Product Manager
Vor 3 Tagen
Carouge, Genf, Schweiz Lombard Odier VollzeitLombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing. Our innovative bank offers a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody solutions to private and institutional clients worldwide.Job DescriptionWe are seeking an experienced Strategic Product...
-
Strategic Banking Operations Manager
vor 2 Wochen
Carouge, Genf, Schweiz Lombard Odier Vollzeit**Overview of Lombard Odier**Lombard Odier is a leading independent investment house that has been in operation for over 225 years. We provide a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody solutions to private and institutional clients.We have a strong presence across 4 continents with over 25 offices...