Your role Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Are you ready to be part of a high performing team with a "can do" mentality? We want you to proactively go the extra mile and help our sophisticated clients. If you are curious, proactive and always strive to bring positive impact to clients, we invite you to apply as a client account manager.
Responsibilities
Manage daily business in PC / HNW client servicing and provide high quality service
Act as 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
Job type Full Time
Job Reference # 338611BR
City Genève
Your team You'll be working in the Greece & Cyprus team in Geneva. You'll play an important role in delivering 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 and French (oral and written), further languages an asset
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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Responsibilities
Manage daily business in PC / HNW client servicing and provide high quality service
Act as 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
Job type Full Time
Job Reference # 338611BR
City Genève
Your team You'll be working in the Greece & Cyprus team in Geneva. You'll play an important role in delivering 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 and French (oral and written), further languages an asset
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.
#J-18808-Ljbffr
Client Account Manager WM – Team Greece & Cyprus in Geneva Arbeitgeber: UBS
UBS ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Zürich die Möglichkeit bietet, in einem dynamischen und agilen Umfeld zu arbeiten. Mit einem starken Fokus auf persönliche Entwicklung und Weiterbildung fördert UBS eine Kultur der Zusammenarbeit und des Austauschs, während die Mitarbeiter an bedeutenden Projekten im Investment Banking teilnehmen. Die attraktiven Benefits und die Unterstützung einer vielfältigen Belegschaft machen UBS zu einem idealen Ort für Fachkräfte, die ihre Karriere vorantreiben möchten.
