Client Account Manager Saint Helier
UBS
Full Time
Saint Helier
10.56 - 12.04 GBP Today
Job description
Jersey
Management and Business Support
Global Wealth Management
Job Reference #
275382BR
City
St. Helier
Job Type
Full Time
Your role
Do you look for a new challenge within the fast paced Wealth Management environment? Do you want to be part of a high performing team? Are you curious, proactive and always striving to bring positive impact to clients?
We’re looking for a client account manager to:
We’re looking for a client account manager to:
- Support Client Advisors in UK & Jersey
- Receive client orders, including securities and FX, on an execution only basis
- Ensuring that administrative arrangements and client-related processes are completed accurately
- Carry out daily transaction processing and complex troubleshooting
- Dealing directly with external and internal clients
Your team
You’ll be working in the Wealth Management team in Jersey. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for our valued clients. You’ll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
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.
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
- experience dealing with private clients and supporting client advisors
- high attention to detail, even when under pressure
You have:
- a RDR compliant level 4 qualification or above (e.g. CISI level 4 Investment Advice diploma or PCIAM level 6)
- a firm grasp of financial markets, back office processes and regulatory frameworks
- familiarity with dealing on an execution only basis
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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.
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?
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?
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.
