Client Account Manager Gfiw 80-100%
vor 11 Stunden
Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 256902BR
**City**
- Zürich
**Job Type**
- Full Time, Part 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 to strengthen our established and experienced Central Europe Global Family and Institutional Wealth Desk in Zurich (if you wish to return after a career break, you are very welcome as well).
- You'll:
- be in direct contact with our clients which are located globally with a strong connection to Central Europe
- process and execute stock, foreign exchange, fiduciaries, option and structured product trades, with the help of UBS Investment Bank, if applicable
- handle our GFIW clients' administrative requests and queries
- ensure relationship and process enhancements and optimization
- cooperate with a variety of partners across the divisions
- prepare and attend client meetings and video calls
- assist in preparing investment proposals and providing Investment Advisors with product and market related information
- oversee and manage new complex onboarding projects for individuals as well as their structures (companies, trusts, foundations, etc.)
- support the team with compliance and regulatory matters and pending items
**Your team**
- You'll be working in our GFIW Central Europe team and will provide efficient support to our Relationship Manager and Client Advisor.
- UBS Global Family and Institutional Wealth is a unique joint-venture between UBS Global Wealth Management and UBS Investment Bank. We cover the largest and most sophisticated single family offices of billionaire families in Central Europe, leveraging the best capabilities across our firm (Global Wealth Management, Investment Bank, Asset Management). Our clients typically have bankable assets in excess of USD 100M.
- You will work alongside the RM, CA and our other CAM in the GFIW Central Europe Team and will be a key pillar in delivering highly customized solutions to our clients.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**
- You have:
- a strong passion for the Central European market
- banking experience, ideally work experience in a similar function and/or successfully completed the JUNA program or a banking apprenticeship
- profound knowledge of UBS internal tools (CAWB, CBD, Subitop, DocConsolidator)
- basic knowledge of the financial market and corresponding products
- a proper risk behavior with an understanding of the challenging regulatory environment
- the ability to work under pressure and a pro-active attitude
- excellent organizational and communication skills
You are:
- interested to take your career to the next level or looking for a come-back opportunity after a career break
- fluent in English (oral and written), knowledge of any Central European language is a plus (Polish, Czech/Slovak, Romanian, Hungarian or Serbian/Croatian)
- a reliable team player with a strong sense of responsibility
- highly motivated and a quick learner as well as diligent and discreet
- a detail-oriented and reliable person
**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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