Client Account Manager

UBS Financial Services; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Client Account Manager to join their dynamic Wealth Management team. This role offers the opportunity to build and nurture long-lasting client relationships while ensuring exceptional service delivery. You will act as the main point of contact for various client transactions and collaborate closely with internal teams to enhance the client experience. The ideal candidate will have a strong background in financial services, excellent communication skills, and be fluent in both French and English. Join a company that values diversity, collaboration, and professional growth, and make a significant impact in the wealth management sector.

Qualifications

• 5+ years of experience in financial services with a client-facing role.
• Strong understanding of financial products including banking and investment.

Responsibilities

• Develop and maintain strong client relationships through exceptional service.
• Process client orders and conduct account maintenance tasks.

Skills

Client Relationship Management

Problem-Solving

Attention to Detail

Communication Skills

Bilingual (French and English)

Education

CIM or CFA License

Job description

Job Reference: 316235BR

Location: Montreal

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:

1. develop and maintain strong, long-lasting relationships with clients by providing exceptional client servicing
2. act as the main point of contact for processing client orders such as foreign exchange, wire payments, loans, and deposits
3. work closely with internal teams, including trading, portfolio management team, and operations, to ensure a seamless client experience and achieve organizational goals
4. 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
5. assist client advisors with preparation for meetings and occasionally participate in client meetings

Your Expertise

1. minimum of 5 years of financial services experience within a client-facing team or equivalent commercial experience within the financial services industry
2. solid comprehension of financial products and solutions, including deposits, banking, brokerage, custody, investment, and credit products
3. effective relationship management skills, demonstrating situational awareness and the initiative to self-challenge or challenge others
4. sound judgment and problem-solving skills with a proactive style that delivers timely results
5. proven ability for attention to detail and accuracy
6. strong written and oral communication skills, including the ability to deliver difficult messages, complex ideas, and client issues with confidence
7. fluent in French and English (verbal and written) languages is required
8. 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.

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.

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.