Client Account Manager

UBS; City of Melbourne; On-site; AUD 110,000 - 150,000; Full time

Job summary

UBS Australia is seeking a front office support professional to assist Client Advisors in managing client relationships and performing operational tasks within the Global Wealth Management division in Australia.

You will collaborate with multiple teams including Business Management, Credit, RM teams, Investment Services & Products, and IT to ensure efficient service delivery and compliance with regulatory standards. UBS prides itself on its global platform and sophisticated solutions.

Qualifications

• Ideally at least one year of Relationship Manager/Desk Assistant experience preferably in Wealth Management or in a supporting role including in Wealth Management operations.
• Consistent track record of meaningful work experience within Private Banking Wealth Management preferred.
• University degree with a specialization in Banking/Finance.

Responsibilities

• a results-oriented front office support role in an environment that works closely with Client Advisors to support the administration of client relationships
• an outstanding opportunity to be involved in hands-on operational tasks
• a function that collaborates closely with Business Management, Credit, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency
• a holistic advisory approach in Wealth Management and one of the strongest platforms in the industry
• market leading products, tailored solutions and services for our sophisticated clients

Skills

Relationship management

Client service orientation

Interpersonal skills

Entrepreneurial spirit

Compliance awareness

Education

University degree in Banking/Finance

Job description

Key Responsibilities

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

• a results-oriented front office support role in an environment that works closely with Client Advisors to support the administration of client relationships
• an outstanding opportunity to be involved in hands-on operational tasks
• a function that collaborates closely with Business Management, Credit, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency
• a holistic advisory approach in Wealth Management and one of the strongest platforms in the industry
• market leading products, tailored solutions and services for our sophisticated clients

Job Type

Full Time

Job Reference #

333384BR

City

Melbourne, Sydney

Key Responsibilities

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

• a results-oriented front office support role in an environment that works closely with Client Advisors to support the administration of client relationships
• an outstanding opportunity to be involved in hands-on operational tasks
• a function that collaborates closely with Business Management, Credit, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency
• a holistic advisory approach in Wealth Management and one of the strongest platforms in the industry
• market leading products, tailored solutions and services for our sophisticated clients

The team

You’ll be working in our Global Wealth Management business division in Australia. Our role is to manage, preserve and grow the wealth of our clients. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Your Skills And Experience

• ideally at least one year of Relationship Manager/ Desk Assistant experience preferably in Wealth Management or in a supporting role including in Wealth Management operations
• consistent track record of meaningful work experience within Private Banking Wealth Management preferred
• university degree with a specialization in Banking/Finance
• a keen interest in financial products
• excellent presentation and interpersonal skills
• excellent service orientation when interacting with internal stakeholders
• result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit
• the highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies *

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 across 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.

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.