Client Account Manager
vor 11 Stunden
Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 263811BR
**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 want to be part of a high performing team? Do you want to proactively go the extra mile with us to help our sophisticated clients?
- We’re looking for a client account manager to:
- manage daily business in GFIW client servicing and provide high quality service
- be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
- perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
- 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
**Your team**
- You will be working in the Global Family and Institutional Wealth (GFIW) team in Zurich. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.
- 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 or other relevant commercial experience within the financial services industry
- (bachelor’s) degree or equivalent financial qualifications
- solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment, asset servicing and credit products
- effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
- 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 skills in Spanish and English (oral and written), 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?
**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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