Client Account Manager

The role

To strengthen our dynamic FIM Zurich II Desk in Global FIM (Financial Intermediary, external asset managers) we are looking for a new colleague as Global FIM German-speaking Switzerland - WM Client Account Manager.

• You support the customer advisors in their day-to-day business in administrative and front-office matters.
• You have telephone and physical customer contact and process specific customer orders and inquiries; such as payment orders, stock exchange transactions, fiduciary and fixed-term deposits, foreign exchange transactions, etc.
• You create opening documents, process openings and balances, monitor due dates/pending items. You make changes and carry out various administrative tasks.

What we wish for

• Completed OSBCs banking apprenticeship or good knowledge of banking and products incl. investment
• Experience in service-oriented customer advice
• Good PC application skills, ideal

You are also:

• A team player with a quick grasp of things
• Independent and responsible
• Able to work under pressure
• Fluent in German and have good PC skills
• Flexible, communicative and have a good demeanor

We offer

At UBS, we recognize that our people, with their diverse skills, experience and backgrounds, are the key to our success. We are passionate about putting our people first by offering them new challenges, a supportive team, development opportunities and, where possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are on their career journey. We also know that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together we are stronger.

We are committed to the inclusion of people with disabilities and strive to make our application process accessible to all.