Client Account Manager Team Lead

United Kingdom Business management, administration and support Global Wealth Management

Job Reference #

267252BR

City

London

Job Type

Full Time

Your role

Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? 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 clients? Are you curious, proactive and always striving to bring positive impact to clients?

You’ll:

- Be a leader among our Client Account Manager population - This is a great opportunity to gain experience in a supervisory and line management position including career development, training and coaching

• Help the team work on efficiency developments
• be the point of entry for processing client orders
• Make sure that administrative arrangements and client-related processes are completed
• carry out daily transaction processing and complex troubleshooting
• keep in contact with internal and external clients
• monitor risk reports, flag relevant issues to the team, find solutions and escalate if necessary
• collaborate closely with client advisors, assistants, desk heads, and all other internal departments to aid client service or create efficiency
• support client advisors in delivering exceptional client service and experience
• support client advisors in administrative, risk and legal and compliance related tasks and duties
• join client advisors occasionally in client meetings

Your team

You will be working in the Financial Intermediaries team in London. Our role is to support the Financial Intermediary in managing, preserving and growing the wealth of its clients.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
• ideally you hold a level 4 qualification
• unyielding attention to detail, even when you are under pressure
• team player that remains calm while managing conflicting priorities
• works with absolute discretion, tactfulness and adaptability to changing demands

solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products

• effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
• able to utilize tools and resources to service clients as efficiently as possible
• confident, motivated and able to adapt to a rapidly changing environment
• organized and able to run small projects, and get tasks done on time

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

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?

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.