Client Account Manager
Vor 2 Tagen
Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 261864BR
**City**
- Zürich
**Job Type**
- Full Time
**Your role**
- Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for someone who can help us support our sophisticated Clients in LATAM:
- You will:
- process and monitor orders (stock exchange, subscriptions, payments, etc.) as well as daily cash management
- be responsible for all administrative concerns such as complex account openings, maintenance and account closings
- deal with complex client requests in direct client contact
- assist in preparing investment proposals and providing the Investment Advisor with product and market related information
- prepare client meetings and business trips
- attend client meetings together with the Investment Advisor
- keep in contact with internal and external clients
**Your team**
- You will provide efficient support to our Investment Advisor, while being part of the Client Service Team LATAM in Zurich. We are a team of Client Account Manager covering various front desks and markets across Latin America in Zurich and Geneva. 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**
- Proven banking experience, ideally work experience in a similar client-facing role
- profound knowledge of UBS internal tools (CAWB, CBD, Subitop)
- Advanced knowledge of the financial market and corresponding products
- a proper risk behavior with an understanding of the challenging regulatory environment
- excellent organizational and communicational skills
- fluent in Spanish and English (both speaking and writing is a must); knowledge of German is an advantage
- a highly motivated team player with a sense of responsibility and the ability to easily adapt to a challenging environment
- a detail-oriented and reliable person
- highly motivated and a quick learner as well as diligent and discreet
- able to work under pressure and the attitude to do things right the first time
**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 10 Stunden
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 258612BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you looking for a 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...
-
Client Account Manager
Vor 6 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 260184BR **City** - Zürich **Job Type** - Full Time **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 looking for someone like that to: - support...
-
Client Account Manager
vor 1 Tag
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Management and Business Support - Global Wealth Management **Job Reference #** - 257477BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you look 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...
-
Client Account Manager
Vor 3 Tagen
Zurich, Schweiz Convera Vollzeit**Client Account Manager - Zurich, Switzerland** Are you excited about an opportunity to interact and manage a portfolio of clients offering them advice and support on managing risk in diverse Foreign Exchange (FX) markets? How about working for a global company where you can offer business-to-business client’s opportunities to save money whilst helping...
-
Client Account Manager
Vor 6 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 261702BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you have a "can do" mentality and want to be part of a growth story and create impact? Do you want to proactively go the extra mile with us to help our entrepreneurial...
-
Client Account Manager
Vor 3 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 262958BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for...
-
Client Account Manager
Vor 3 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 262955BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for...
-
Zurich, Schweiz UBS VollzeitSwitzerland - Western Switzerland, Switzerland - Zürich, United Kingdom Business management, administration and support Group Functions **Job Reference #** 252783BR **City** Carouge, London, 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...
-
Client Account Manager Wealth Management Uhnw
vor 10 Stunden
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 248320BR **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...
-
Client Account Manager Wealth Management Hnw
vor 10 Stunden
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 260766BR **City** - Zürich **Job Type** - Full Time, Part Time **Your role** - We’re looking for a Client Account Manager to: - support client advisors in delivering exceptional client service and experience - support client...
-
Client Account Manager
Vor 6 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 257715BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and...
-
Client Account Manager
vor 1 Tag
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Do you look 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 clients? **We're looking for a client account manager...
-
Client Account Manager
vor 1 Tag
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take ownership, and make things happen? Are you focused on the details, even when under pressure? **We are looking for a Client Account Manager to**: - support client advisors in delivering...
-
Client Account Manager
Vor 4 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 269514BR **City** - Zürich **Job Type** - Part Time **Your role** - Do you look 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...
-
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 274164BR **City** - Zürich **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...
-
Account Manager
Vor 2 Tagen
Zurich, Schweiz Coopers Group AG Vollzeit**Company Overview** Join a world-leading solution provider in the design, development and manufacturing of advanced drug delivery systems with +5'000 employees worldwide. Customers include top international pharma and biotech companies that require innovative devices such as auto injectors or pen injectors to effectively deliver their drugs **Job...
-
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 276441BR **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...
-
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 276442BR **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...
-
Regional Sales Manager, Dach
Vor 2 Tagen
Zurich, Schweiz Radware Bot Manager VollzeitRegional Sales Manager, DACH - Switzerland - (2400003D) Regional Sales Manager, DACH - Switzerland Radware is looking for a Regional Sales Manager in DACH to engage Radware within key Enterprise industries. To define and represent the enhanced Radware proposition to defined players in this market segment and to aggressively grow Radware’s market share...
-
Gwm Client Account Manager
vor 1 Tag
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 265228BR **City** - Schaffhausen **Job Type** - Full Time, Part Time **Your role** - Als Client Account Manager sind Sie Teil unseres Client Service Teams in Schaffhausen, das zusammen mit den Kundenberater/innen unseren in Deutschland...
