Client Account Manager

UBS; Toronto; On-site; CAD 115,000 - 135,000; Full time

Job summary

A leading global wealth manager is looking for an experienced candidate in Toronto to join their client coverage team. This role involves maintaining strong client relationships and serving as the key contact for financial transactions. Applicants should have a minimum of 5 years' experience in client-facing roles, a strong grasp of financial products, and excellent communication skills. The position offers competitive compensation and the opportunity to work with a dedicated team focused on client success.

Qualifications

• Minimum 5 years’ client-facing experience in financial services.
• Strong understanding of financial products such as deposits and investments.
• Effective relationship management and excellent judgment.

Responsibilities

• Build and maintain client relationships through outstanding service.
• Serve as the primary contact for client orders.
• Collaborate with internal teams for a seamless client experience.

Skills

Client-facing experience

Financial products knowledge

Relationship management

Attention to detail

Communication skills

Education

CIM or CFA designation

Job description

Job Reference #

332134BR

City

Toronto

Job Type

Full Time

Your role

Do you enjoy delivering exceptional service in a fast-paced wealth management environment? Do you want to be part of a high-performing team?

Your responsibilities

• build and maintain strong client relationships through outstanding service
• serve as the primary contact for client orders (foreign exchange, wire payments, loans, deposits)
• collaborate with internal teams (trading, portfolio management, operations) to ensure a seamless client experience
• manage account procedures, including opening/closing accounts, suitability assessments, and KYC/due diligence
• support client advisors in meeting preparation and participate in client meetings as needed

Your Career Comeback

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

Your team

Join the Toronto client coverage team, working closely with Client Advisors to provide bespoke services to high-net-worth families. Contribute to managing, preserving, and growing client wealth through partnership at every stage.

Your expertise

• minimum 5 years’ client-facing experience in financial services or equivalent commercial experience
• strong understanding of financial products (deposits, banking, brokerage, custody, investment, credit)
• effective relationship management, situational awareness, and initiative
• excellent judgment, problem-solving, and attention to detail
• strong written and verbal communication skills; able to convey complex information confidently
• CIM or CFA designation, or willingness to complete licensing within 12 months of hire

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• Canada - Ontario min CAD 115000 - max CAD 135000

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.

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.