Client Account Manager Wm Spain/portugal

Switzerland - Western Switzerland

Business management, administration and support

Global Wealth Management

**Job Reference #**

248821BR

**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 exceptional 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 the like
- 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 team in Geneva. As a client account manager you're responsible for providing flawless support to the front office which is delivering high quality investment advice to wealthy individuals in the markets Spain and Portugal. 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 bachelor’s degree in a related discipline
- experience in a similar role dealing with private clients and supporting client advisors
- excellent computer skills, ideally including UBS programs and excel,
- unyielding attention to detail, even when under pressure
- 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 or Portuguese language. Fluent in French and English language.

**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?

**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.