Client Advisor Assistant / Client Account Manager - UHNW UK&Nordics
UBSSchweiz - zürich Update time: May 14,2020
Job Description
Do you look for a new challenge within the dynamic and fast paced Wealth Management environment?
Do you have a "can do" mentality and want to be part of our growth story and create impact?
Do you want to proactively go the extra mile with us to help our sophisticated clients?
We’re looking for a client advisor assistant / client account manager to:
• support client advisors in delivering exceptional client service and experience
• support client advisors in administrative, risk and legal and compliance related tasks and duties
• manage daily business in UHNW client servicing and provide high quality service
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
Do you have a "can do" mentality and want to be part of our growth story and create impact?
Do you want to proactively go the extra mile with us to help our sophisticated clients?
We’re looking for a client advisor assistant / client account manager to:
• support client advisors in delivering exceptional client service and experience
• support client advisors in administrative, risk and legal and compliance related tasks and duties
• manage daily business in UHNW client servicing and provide high quality service
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
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