Client Account Manager

Vor 2 Tagen

Schweiz UBS Vollzeit

Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 265437BR

**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 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 help our sophisticated clients? Are you curious, proactive and always striving to bring positive impact to 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
- manage daily client transactions and carry out inquiries and troubleshooting
- 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 administrative, risk and legal and compliance related tasks and duties
- join client advisors occasionally in client meetings

**Your team**
- Global Family and Institutional Wealth (GFIW) is a unique joint venture between UBS Global Wealth Management (GWM) and UBS Investment Bank (IB). GFIW serves some of the largest institutional Family Office clients that require both, GWM services and access to IB capabilities, often across countries and booking centers. GFIW offers comprehensive and highly personalized financial services to satisfy our clients’ sophisticated needs.
- You’ll be working in the Greece & Cyprus team in Zurich You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. You’ll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

**Your expertise**
- financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment 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
- superior written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
- confident, motivated and able to adapt to a rapidly changing environment
- excellent skills in 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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