Switzerland - Western Switzerland
Business management, administration and support
Global Wealth Management
Job Reference #
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275590BR
City
Carouge
Job Type
Full Time, Part 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? Are you curious, proactive and always striving to bring positive impact to clients?
We’re looking for a Client Account Manager to:
We’re looking for a Client Account Manager to:
- support UHNW client advisors in delivering exceptional client service and experience
- 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
- research, follow-up and resolve client inquiries and problems through effective interaction with clients and internal partners in a timely and professional manner
- 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
- identify cross-selling opportunities and go the extra mile in holistic banking coverage
Your team
You’ll be working in the UHNW team Europe South in Geneva. As Client Account Manager 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.
The UHNW team in Geneva covers clients from Spain, Portugal, France & Belgium. Your focus will be on Iberian clients but we also need your expertise to cover French & Belgium clients.
The UHNW team in Geneva covers clients from Spain, Portugal, France & Belgium. Your focus will be on Iberian clients but we also need your expertise to cover French & Belgium clients.
Your expertise
inancial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- sound judgement and problem-solving skills with a proactive style that delivers timely results and unyielding attention to detail, even when under pressure
- team player that remains calm while managing conflicting priorities
- solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment, and credit products
- able to utilize tools and resources to service clients as efficiently as possible
- interest in financial markets and in dealing with institutional-like clients
- confident, motivated and able to adapt to a rapidly changing environment
- fluent in Spanish & French (oral and written). English, Portuguese as well as 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?
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
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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?
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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