Assistant Relationship Manager

1 week ago

Sydney, New South Wales, Australia UBS Full time
Australia

  • Business management, administration and support
  • Global Wealth Management

Job Reference #

BR

City

  • Sydney

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 results-oriented front role in an environment that works 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
- reputation as an agile and results-oriented world - class Swiss Private Bank and the opportunity to serve as a brand ambassador
- continuous professional career development in a world leading bank

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.

  • You'll be employed by and work at Credit Suisse Management (Australia) Pty Limited in the Wealth Management team in the course of Credit Suisse integration into UBS.

Your expertise
- ideally at least 3 years of assistant relationship manager experience 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
- committed to take ownership to maintain the highest standards with respect to our risk and control culture and in order to meet bank's policies and obligation
- ability to set priorities and to work independently, outstanding organizational skills as well as a detailed and efficient work approach, dedicated problem solver with a positive personality and can-do attitude

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

Join us

  • At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled 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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