Client Account Manager

UBS; Montreal; On-site; CAD 80,000 - 120,000; Full time

Job summary

Ein etabliertes Unternehmen im Wealth Management sucht einen Client Account Manager, der in einem dynamischen Team arbeitet. In dieser Rolle sind Sie verantwortlich für die Pflege langfristiger Kundenbeziehungen und die Bearbeitung von Kundenaufträgen. Sie arbeiten eng mit internen Teams zusammen, um eine nahtlose Kundenerfahrung zu gewährleisten. Wenn Sie über umfangreiche Erfahrung im Finanzdienstleistungssektor verfügen und eine Leidenschaft für exzellenten Kundenservice haben, ist dies die perfekte Gelegenheit für Sie. Werden Sie Teil eines innovativen Teams, das sich der Verwaltung und dem Wachstum des Vermögens seiner Kunden widmet.

Qualifications

• Mindestens 5 Jahre Erfahrung im Finanzdienstleistungsbereich.
• Starke Kenntnisse über Finanzprodukte wie Kredite und Anlagen.

Responsibilities

• Entwicklung und Pflege starker Kundenbeziehungen.
• Hauptansprechpartner für die Bearbeitung von Kundenaufträgen.

Skills

Kundenbeziehungsmanagement

Finanzprodukte und -lösungen

Problemlösungsfähigkeiten

Aufmerksamkeit für Details

Kommunikationsfähigkeiten

Französisch und Englisch

Education

CIM oder CFA Lizenz

Job description

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Job Reference #
316235BR

Job Type
Full Time

Your role
Are you looking for a new challenge in a fast-paced Wealth Management environment? Do you want to be part of a high performing team?

We’re looking for a Client Account Manager to:

• develop and maintain strong, long-lasting relationships with clients by providing exceptional client servicing
• act as the main point of contact for processing client orders such as foreign exchange, wire payments, loans, and deposits
• work closely with internal teams, including trading, portfolio management team, and operations, to ensure a seamless client experience and achieve organizational goals
• conduct account maintenance tasks and manage client-related procedures, including the opening and closing of accounts, supporting the client advisor with suitability assessment, and facilitating initial and ongoing Know Your Customer (KYC) and due diligence activities
• assist client advisors with preparation for meetings and occasionally participate in client meetings
  
  

Your team
You’ll be working with the Montreal team. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. 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.

Your expertise

• minimum of 5 years of financial services experience within a client-facing team or equivalent commercial experience within the financial services industry
• solid comprehension of financial products and solutions, including deposits, banking, brokerage, custody, investment, and credit products
• effective relationship management skills, demonstrating situational awareness and the initiative to self-challenge or challenge others
• sound judgment and problem-solving skills with a proactive style that delivers timely results
• proven ability for attention to detail and accuracy
• strong written and oral communication skills, including the ability to deliver difficult messages, complex ideas, and client issues with confidence
• fluent in French and English (verbal and written) languages is required
• have CIM or CFA license otherwise expected to complete licensing requirements within 18-months of being hired
  
  

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

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. 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.

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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [e-mail] or phone [phone], option 2, option 5, option 1.

Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking, Financial Services, and Investment Banking

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