Uhnw Cst Team Head

Vor 2 Tagen

Zurich, Schweiz UBS Vollzeit

Critères de l'offre

Description du poste

Are you looking for a new challenge within the dynamic and fast paced Wealth Management environment? 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 service our sophisticated clients?

**We're looking for UHNW CST Head & Client Account Manager to**:

- Lead a team of six UHNW Client Account Managers and two Interns (in desk) in the Netherlands, Nordics, Canz Intl. Market
- Proactively manage team schedule, information flows, internal processes, coach and mentor the team and introduce new joiners to their role.
- Oversee Client Service operations including client meeting preparation, input of orders and complete of associated documentation, risk related processes, tools and procedures.
- Proactively communicate with Market Heads, Middle Office and Client Service Support Teams in the role as a team leader to ensure efficient and effective collaboration.
- In addition, as UHNW Client Account Manager together with a Relationship Manager and Investment Advisor in the UHNW Benelux desk, provide a superior client experience to our Ultra High Net Worth clients and high quality service through excellent administrative and organizational support in all client related processes with a special focus on client account management.
- Support on and/or resolve compliance, risk, legal and document related matters and problems.
- Identify patterns in client behavior and support the Client Advisor in expanding depth and breadth of the relationship (cross-selling opportunities); think strategically, propose options and support the development of the client book.

Description du profil
- Financial services experience, ideally within a wealth management / private banking client facing team
- Ambition to lead a team
- Unyielding attention to detail, even when under pressure
- Sound judgement and problem-solving skills, a structured work style, confidence in working autonomously and working with absolute discretion
- Adaptability to changing demands
- Effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
- Team player that remains calm while managing conflicting priorities
- Good communication skills, comfortable interacting with clients and colleagues at all levels
- Excellent English (oral and written), German and/or Dutch would be an asset

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