Client Account Manager

Posted 11 days 5 hours ago by UBS Financial Services

Permanent
Not Specified
Sales & Marketing Jobs
London, United Kingdom
Job Description
Job Title: Client Services Associate - Wealth Management

Location: London

Company: UBS - Global Wealth Management

Job Reference #: 318722BR

Job Type: Full Time

Your Role
  • Serve as the primary contact for processing client orders, including stock trades, foreign exchange, loans, and deposits.
  • Handle daily banking activities and administrative tasks for clients.
  • Manage client transactions, inquiries, and troubleshooting efficiently.
  • Perform account maintenance such as opening/closing accounts, conducting suitability reviews, and managing KYC and due diligence processes.
  • Research and resolve client inquiries by interacting effectively with clients and internal teams.
  • Support client advisors in delivering exceptional service and handling administrative, risk, legal, and compliance tasks.
  • Occasionally join client meetings alongside client advisors.
Candidate Profile
  • Experience in financial services, preferably in client-facing roles or relevant industry experience.
  • Level 4 qualification preferred.
  • High attention to detail, even under pressure.
  • Team player with the ability to stay calm amidst conflicting priorities.
  • Discreet, tactful, and adaptable to changing demands.
  • Strong understanding of financial products such as deposits, banking, brokerage, custody, investment, and credit solutions.
  • Effective relationship management skills with situational awareness and initiative.
  • Proficient in utilizing tools and resources to service clients efficiently.
About UBS

UBS is the world's largest and only truly global wealth manager, operating in over 50 countries across major financial centers. Our divisions include Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.

Our Hiring Approach

We may require assessments during the application process. We support flexible working arrangements, including part-time, job-sharing, and hybrid models. Our culture emphasizes collaboration, diversity, and continuous learning. Join and make an impact!

Equal Opportunity Statement

UBS is an Equal Opportunity Employer, committed to diversity and inclusion within our workforce.