Client Account Manager

Overview

Your role

Are you curious, proactive and always striving to bring positive impact to clients?

Responsibilities

• 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
• Support client advisors in delivering exceptional client service and experience
• Support client advisors in administrative, risk and legal and compliance related tasks and duties
• Join client advisors occasionally in client meetings

Job Details

Job Type: Full Time

Job Reference #: 333353BR

City: London

Your Team

You will be part of the UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.

Your Expertise

• Extensive experience in financial services within a client facing team or other relevant commercial experience within the financial services industry
• Ideally you hold a level 4 qualification
• Unyielding attention to detail, even when you are under pressure
• Team player that remains calm while managing conflicting priorities
• Works with absolute discretion, tactfulness and adaptability to changing demands
• 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

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.