At a Glance
- Tasks: Manage client accounts and support advisors in a dynamic, international environment.
- Company: Join UBS, a leading global wealth manager with a collaborative culture.
- Benefits: Flexible working options, career growth opportunities, and a supportive team.
- Other info: Explore AI innovations to enhance workflows and improve client service.
- Why this job: Make a real impact while developing your skills in a fast-paced setting.
- Qualifications: IOC level 3 or higher, strong organisational skills, and team player mentality.
The predicted salary is between 34650 - 42350 £ per year.
Key Responsibilities
Would you like to develop your career and work in a growing and challenging environment? Do you enjoy direct customer contact and working with a diverse, international, and professional clientele? Then you are in the right place with us in the Global FIM Segment.
You will work closely with a client advisor and together be responsible for a demanding client portfolio. You will support the client advisors in their daily business, including administrative and service-oriented tasks. You will have telephone (and personal) contact with clients and handle specific client instructions and inquiries, such as preparing account opening documents, processing fixed-term deposits, foreign exchange transactions, payment orders, account closures, etc. You will take responsibility for coordinating product maturities and pending tasks. If necessary, you will make changes to client static data and independently carry out various clarification and control tasks. You will act as central point of contact between the client, back office, and various specialist departments. In doing so, you will get to know and apply the broad product range of Global Wealth Management.
Your Skills And Experience
What we are looking for:
- IOC level 3 or higher required (can be completed post joining)
- Ideally (several years of) professional experience in the front office area as well as good knowledge of banking and financial products
- Confident use of common MS Office and IT tools; familiarity with UBS applications is an advantage
- A reliable individual with strong organizational skills and a structured way of working
- Able to set the right priorities and coordinate tasks efficiently
- Independent, responsible, and able to remain calm even in hectic situations
- A team player with quick comprehension and good communication skills
- Curious to explore how AI can improve how we build, deliver, and optimize workflows.
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.
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.
Client Account Manager FIM Jersey employer: UBS
UBS is an exceptional employer, offering a dynamic work environment in London where collaboration and innovation thrive. As a CCP Risk Manager, you'll benefit from a culture that prioritises employee growth, providing opportunities to tackle complex challenges while utilising cutting-edge AI technologies. With a commitment to inclusivity and flexible working options, UBS ensures that every team member can contribute meaningfully to our collective success.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Manager FIM Jersey
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like UBS. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Account Manager FIM Jersey
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to UBS.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on UBS's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at UBS
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with UBS.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at UBS will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former UBS employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
