Client Account Manager Wm Spain/portugal

Vor 2 Tagen

Carouge, Schweiz UBS Vollzeit

Switzerland - 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:
- support client advisors in delivering outstanding client service and experience
- be the point of entry for processing client orders such as account openings and account maintenance
- assist in all administrative tasks and organizational matters in relation to client’s general inquiries and related to their investments and operational aspects
- carry out daily transaction processing, like stock exchange, subscriptions, and complex troubleshooting
- support with documentation for client meetings, business trips, investment proposals, and organizing prospecting sessions for key growth cases
- collaborate with colleagues to ensure that all client accounts comply with legal, compliance, and regulatory requirements
- keep in contact with internal and external clients

**Your team**
- You’ll be working in the Client Service Team (CST) Iberia in Geneva. As a client account manager you’ll be responsible for providing flawless support to the front office which is delivering high quality investment advice to wealthy individuals in Spanish and Portuguese markets. 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.

**Your expertise**
- banking experience (apprenticeship and/or banking traineeship) or alternatively a university degree in a related discipline
- experience in a similar role dealing with private clients and supporting client advisors
- unyielding attention to detail, even when under pressure with curiosity and willingness to go the extra mile
- team player that remains calm while managing conflicting priorities
- works with absolute discretion, tactfulness and adaptability to changing demands
- excellent organization and communication skills
- professional in Spanish and English. Portuguese and French would be an advantage.

**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?

**Contact Details**
- UBS Business Solutions AG
- UBS Recruiting

**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 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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 Account Manager Wm Turkiye Hnwi

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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...

  • Associate Program-client Advisor Wealth Management

    Vor 5 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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...

  • Client Account Manager

    vor 1 Tag

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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 Wealth Management

    Vor 3 Tagen

    Carouge, Schweiz UBS Vollzeit

    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...

  • Client Account Manager

    Vor 6 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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...

  • Investment Advisor Wm Mea Arabian Gulf

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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...

  • Account Management Standard

    Vor 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Suisse - 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...

  • Account Manager

    Vor 5 Tagen

    Carouge, Schweiz FCM Travel Vollzeit

    Tu 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**: -...

  • Relationship Manager Wm Hnw/uhnw Turkey

    vor 11 Stunden

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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 11 Stunden

    Carouge, Schweiz UBS Vollzeit

    Suisse - 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...

  • Process & Quality Specialist WM ME, Near East

    Vor 3 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western SwitzerlandBusiness management, administration and support, RiskGlobal Wealth ManagementYour roleAre you an expert in banking process risks and tools? Do you like to educate others, encouraging high quality standards? Do you want to help us manage, preserve and grow the wealth of our clients?We are looking for a process and quality...

  • Client Advisor Wealth Management Uhnw Geneva

    Vor 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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 Advisor Wealth Management Uhnw Geneva

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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 Me

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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? -...

  • Implementation Consultant

    vor 1 Tag

    Carouge, Schweiz ADP Vollzeit

    **Implementation consultant / Chef de projet MEO H/F** **Goals**:meet the financial and quality objectives on the set-ups according to the contracts, ADP standards and the project time frame **Main Tasks**: - Follow the project according to the contract: kick-off, project plan, staffing... - Be the client main contact during set-up for Database and client...

  • Business Analyst Payments

    vor 21 Stunden

    Carouge, Schweiz AZQORE SA Vollzeit

    Want to join Azqore, named "Best Core-Banking Platform" 2024?A subsidiary of Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group, and Capgemini, Azqore is an international company specializing in Information Systems outsourcing and Banking Operations Processing for private banking players.We provide our customers with an...

  • Product Owner/manager

    vor 7 Monaten

    Carouge, Schweiz Atipik Vollzeit

    **Dans le cadre de l'agrandissement de notre équipe de gestion de projet, nous cherchons notre futur Product Manager & Owner**: **Chef d'orchestre capable de changer de casquette suivant les besoins nous cherchons un profil hybride entre gestion de produit et gestion de projet**: **Ton portrait idéal**: - Tu as au minimum 4 ans d’expérience en tant que...

  • Relationship Manager Global Fim

    Vor 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - 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...

  • Senior Banking Strategy Manager

    Vor 5 Tagen

    Carouge, Genf, Schweiz Lombard Odier Vollzeit

    An 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...