Verified Job
Accounting - Finance
Client Account Manager
Accounting - Finance
#618354
Remote / WFH
Job Description
Full job description
Australia
Business management, administration and support
Global Wealth Management
Job Reference #
320268BR
City
Melbourne
Job Type
Full Time
Your role
Do you want to proactively go the extra mile with us to help clients? Are you focused on
the details, even when under pressure?
A result -oriented front office role, you will have the opportunity to work directly with some of the bank’s largest and most influential clients, including ultra-high-net-worth individuals, family offices, and entrepreneurs. This role requires a high level of discretion, professionalism, and the ability to anticipate complex client needs.
You’ll play a key role in delivering bespoke solutions and ensuring a seamless client experience across all touchpoints:
work closely with Relationship Managers to support the servicing and administration of client relationships
an outstanding opportunity to combine your interest in client consultation as well hands-on operational tasks
a function that collaborates closely with Business Management, Credit, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency
a holistic advisory approach in Wealth Management and one of the strongest platforms in the industry
market leading products, tailored solutions and services for our sophisticated clients
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in our Global Wealth Management business division in Australia. Our role is to manage, preserve and grow the wealth of our clients. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
Your expertise
Proven background as an assistant relationship manager preferably in Wealth Management or in a supporting role including in Wealth Management operations
consistent track record of meaningful work experience within Private Banking Wealth Management preferred
university degree with a specialization in Banking/Finance
knowledge in financial products and technical competence in the understanding, development and delivery of holistic wealth planning solutions
excellent presentation and interpersonal skills, to listen, guide and advise external and also internal partners
excellent client and service orientation when interacting with sophisticated entrepreneurs and leaders
result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit
the highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies #LI-TC1
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..
Australia
Business management, administration and support
Global Wealth Management
Job Reference #
320268BR
City
Melbourne
Job Type
Full Time
Your role
Do you want to proactively go the extra mile with us to help clients? Are you focused on
the details, even when under pressure?
A result -oriented front office role, you will have the opportunity to work directly with some of the bank’s largest and most influential clients, including ultra-high-net-worth individuals, family offices, and entrepreneurs. This role requires a high level of discretion, professionalism, and the ability to anticipate complex client needs.
You’ll play a key role in delivering bespoke solutions and ensuring a seamless client experience across all touchpoints:
work closely with Relationship Managers to support the servicing and administration of client relationships
an outstanding opportunity to combine your interest in client consultation as well hands-on operational tasks
a function that collaborates closely with Business Management, Credit, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency
a holistic advisory approach in Wealth Management and one of the strongest platforms in the industry
market leading products, tailored solutions and services for our sophisticated clients
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in our Global Wealth Management business division in Australia. Our role is to manage, preserve and grow the wealth of our clients. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
Your expertise
Proven background as an assistant relationship manager preferably in Wealth Management or in a supporting role including in Wealth Management operations
consistent track record of meaningful work experience within Private Banking Wealth Management preferred
university degree with a specialization in Banking/Finance
knowledge in financial products and technical competence in the understanding, development and delivery of holistic wealth planning solutions
excellent presentation and interpersonal skills, to listen, guide and advise external and also internal partners
excellent client and service orientation when interacting with sophisticated entrepreneurs and leaders
result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit
the highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies #LI-TC1
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..
