Client Account Manager WM – CST Greece

Job Reference #
325919BR

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 UHNW and HNW 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
• be the direct contact for daily banking activities and administrative work for our clients
• 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
• identify cross-selling opportunities and discuss them with the client advisor
• support client advisors in delivering exceptional client service and experience, taking care of administrative, risk and legal & compliance related tasks and duties
• support client advisors when they are on business trips and assist in preparing client meetings
• join client advisors occasionally in client meetings

Your team
You'll be working in the Client Service Team (CST) Greece & Cyprus team in Geneva. 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
• (bachelor's) degree or equivalent financial qualifications
• 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
• interest in financial markets and in dealing with institutional-like clients
• 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
• professional level in English required, French is beneficial, other languages (particularly Greek) are a plus.

About Us
UBS is the world's largest and the 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.

We have a presence in all major financial centers in more than 50 countries.

How We Hire
We may request you to complete one or more assessments during the application process. Learn more

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.