Client Account Manager

3 weeks ago

Melbourne, Victoria, Australia UBS Full time

Join to apply for the Client Account Manager role at UBS

Join to apply for the Client Account Manager role at UBS

Job Reference #
320258BR

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 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 *

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?

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.

Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.Seniority level
  • Seniority levelNot Applicable
Employment type
  • Employment typeFull-time
Job function
  • Job functionOther
  • IndustriesBanking, Financial Services, and Investment Banking

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