Job offer
Client Account Manager
The position of Client Account Manager at UBS in Zurich involves the coordination of day-to-day business, the processing of client portfolios and the support of client advisors. The focus is on the management of client accounts and the execution of trading and investment activities.
Job description
Client Account ManagerTasks
- Direct involvement in day-to-day business, coordination with internal and external interfaces (e.g. private equity and hedge fund specialists)
- Transaction processing, execution of client-related trading and investment activities
- Review of client portfolios and proactive identification of solutions and/or alternatives (e.g. preparation of research, investment proposals for clients)
- Supporting client advisors with various administrative tasks
Requirements
- Experience in the financial services sector, ideally
- Solid judgment and problem-solving skills
- A structured way of working, confident working in a fast-paced international environment as part of a dynamic team
- Team player who remains calm while
- Excellent English skills (oral and written)
- Timely and good execution of tasks
We offer
- Flexible working models if the role permits (part-time, job-sharing and hybrid models)
- A purpose-driven culture and global infrastructure that enables us to work with agility and meet our business needs
- Opportunities for personal and professional development
Job details