Client Account Manager 60%

Vor 5 Tagen

Basel, Schweiz UBS Vollzeit

Switzerland - Northern Switzerland

Client advisory / Relationship management

Global Wealth Management

**Job Reference #**

255102BR

**City**

Basel

**Job Type**

Part Time

**Your role**

We are looking for someone like you to:

- manage clients' mixed asset class portfolios within the given investment and regulatory guidelines. Following the CIO Global Investment Committee decisions and ensuring that the CIO House View is reflected accurately across your dedicated portfolios
- verify your dedicated portfolios are managed in line with parameters based on products guidelines
- always be ready to provide detailed information on your dedicated portfolios to Portfolio Specialists and Client Advisors
- implement instructions and come up with proposals how instructions for suitable adjustments where appropriate
- implement investment decisions within the given deadlines

**Your team**

We welcome you to become part of CIO Global Investment Management Solution Mandate Management. We are responsible for the portfolio management of UBS Manage investment solutions across Europe.

Investment Management delivers performance-focused investment mandates that are the unique combination of our global expertise, excellence in instrument selection and portfolio management skills. This allows us to offer substance, active management, service and expertise for the benefit of our clients. Our portfolio management team focus on developing and managing sophisticated portfolios for demanding high-end clients helping to strengthen our position as a leading global player 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**
- university degree or equivalent (e.g. Economics) with further certification (e.g. CFA, CIIA) an advantage
- experience as Portfolio Manager for high-end clients
- in-depth Portfolio Management expertise
- sound knowledge and inherent interest in financial markets
- concise and accurate working method
- good communication and presentation skills
- strong team player, who takes the initiative, demonstrates solution oriented thinking and facilitates business decisions
- fluency in German and English (oral and written)
- good IT skills

**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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