At a Glance
- Tasks: Manage client accounts and provide exceptional service in a fast-paced wealth management environment.
- Company: Join a leading financial services firm with a focus on international clients.
- Benefits: Full-time role with opportunities for growth and a supportive team culture.
- Other info: Dynamic work environment with a commitment to diversity and inclusion.
- Why this job: Be part of a high-performing team and make a real impact on clients' wealth.
- Qualifications: Experience in financial services and strong relationship management skills required.
The predicted salary is between 40000 - 50000 £ per year.
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?
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.
Qualifications
- Financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry.
- You hold a level 3 qualification, ideally previous managerial experience.
- 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.
- Confident, motivated and able to adapt to a rapidly changing environment.
Job Details
- Job Type: Full Time
- Job Reference #: 332126BR
- City: London
Your team: You will be part of the International Clients segment in London. Our role is to manage, preserve and grow the wealth of our clients.
Equal Opportunity Statement 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.
Client Account Manager - International Clients employer: UBS
UBS is an exceptional employer that fosters a dynamic and inclusive work culture, particularly within the fast-paced Wealth Management sector in London. Employees benefit from comprehensive training and development opportunities, enabling them to grow their careers while making a meaningful impact on sophisticated clients. With a strong emphasis on teamwork and a supportive environment, UBS empowers its staff to excel and adapt in a rapidly changing landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Manager - International Clients
✨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 - International Clients
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.
