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For Companies At a Glance
- Tasks: Manage client accounts and provide top-notch service in a fast-paced wealth management environment.
- Company: Join UBS, a leading global wealth manager with a collaborative culture.
- Benefits: Flexible working options, career growth opportunities, and a supportive team environment.
- Why this job: Be part of a high-performing team and make a real impact on clients' financial journeys.
- Qualifications: Experience in financial services and strong relationship management skills are essential.
- Other info: Diversity and inclusion are at the heart of our success; we welcome all applicants.
The predicted salary is between 36000 - 60000 £ per year.
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? 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?
- Manage daily business in client servicing and provide high quality service.
- 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, covering fees, overdrafts and monitoring balances.
- Support client advisors in delivering exceptional client service and experience.
- Support client advisors in administrative, risk and legal and compliance related tasks and duties.
- Research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner.
- Join client advisors occasionally in client meetings.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working within the UK Regions team in Edinburgh, providing service to our clients. Our wider Regional team consists of client advisors, client account managers, desk heads and the segment head. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families in the North. 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.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- Financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry.
- Solid understanding of execution 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 utilise tools and resources to service clients as efficiently as possible.
- Interest in financial markets and in dealing with private 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.
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Client Account Manager- UK Regions Edinburgh employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Account Manager- UK Regions Edinburgh
✨Tip Number 1
Network like a pro! Reach out to current or former employees at UBS through LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching UBS's values and recent news. Show us that you're not just interested in the role but also in being part of our growth story and making a positive impact on clients.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with sophisticated clients, being able to convey complex ideas clearly is key. Try mock interviews with friends or use online resources to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team.
We think you need these skills to ace Client Account Manager- UK Regions Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Account Manager role. Highlight your relevant experience in financial services and client management, showing us how you can bring value to our team.
Showcase Your Communication Skills: Since this role requires superior written and oral communication skills, give us examples of how you've effectively communicated complex ideas or resolved client issues in the past. We want to see your confidence shine through!
Demonstrate Your Proactive Attitude: We love a 'can do' mentality! Share instances where you've gone the extra mile for clients or taken the initiative to solve problems. This will show us that you're the right fit for our dynamic environment.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can't wait to hear from you!
How to prepare for a job interview at UBS
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like deposits, banking, and investment solutions. Being able to discuss these confidently will show that you're not just familiar with the industry but also ready to engage with clients effectively.
✨Demonstrate Relationship Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships. Highlight your ability to handle inquiries and resolve issues, as this role requires a proactive approach to client servicing.
✨Showcase Your Problem-Solving Abilities
Think of specific instances where you've tackled challenges in a fast-paced environment. Be ready to discuss how you approached these situations and what the outcomes were, as this will demonstrate your sound judgement and initiative.
✨Practice Your Communication Skills
Since you'll be delivering complex ideas and messages, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your delivery and ensure you can convey difficult messages with ease.