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Financial intermediaries client account manager

St Helier
UBS
Client account manager
£70,000 - £120,000 a year
Posted: 11 September
Offer description

Jersey

Business management, administration and support

Global Wealth Management

Job Reference #

325612BR

City

St. Helier

Job Type

Full Time

Your role

Are you a people person? Do you know how to stay calm under pressure? Do you want to proactively go the extra mile with us to help clients?

We're looking for a Client Account Manager (CAM) to:

* support the Client Advisors and Desk Head in delivering exceptional client service and experience
* be the direct contact for daily banking activities and administration work for our clients
* be the point of entry for processing client orders, e.g. foreign exchange, fixed deposits, payments, etc
* research, follow-up and resolve client inquiries and problems through effective interaction with clients and internal partners in a timely and professional manner
* keep accurate, up-to-date client documentation to meet regulatory requirements
* comply with all regulations, policies and standards, contributing to an effective risk culture

Your team

You'll be working in the Financial Intermediaries team in Jersey. As client account manager you'll play an important role in our delivery of exceptional client service and become a trusted client account manager for our Financial Intermediaries and their clients.

Your expertise

* financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
* solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
* unyielding attention to detail, even when under pressure
* dedicated team player with a can-do attitude that remains calm while managing conflicting priorities
* sound judgement and problem-solving skills with a proactive style that delivers timely results
* superior written and oral communications skills with the ability to collaborate and manage stakeholder expectations
* confident, motivated and able to adapt to a rapidly changing environment

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

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