Client Account Manager
Job description / Role
Employment: Full Time
Your role
Do you look for a new challenge within the dynamic and fast paced wealth management environment? Do you want to be part of a high performing team? Do you have a can do mentality and want to be part of our growth story and create impact?
We're looking for a client account manager to:
- Manage daily business in client servicing and provide high quality service
- Be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
- Perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
- Research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
- Support client advisors in delivering exceptional client services and with administrative legal and compliance related tasks and duties
- Mitigate risks and raise red flags and concerns
Your team
You will be working in the Client Service Team based in the Advisory Office Dubai, a multicultural and dynamic team. The CST Dubai supports client advisors across three main markets: Arabian Gulf, Saudi Arabia and NRI/NRP. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families mainly for NRI/NRP market.Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Although we are diverse in terms of nationalities, genders, age groups and professional backgrounds we are united by our passion for business and success.
Your expertise- Financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- Banking apprenticeship or equivalent financial qualifications
- Effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
- Interest in financial markets and in dealing with institutional-like clients
- Sound judgement and problem-solving skills with a proactive style that delivers timely results
- Confident, motivated and able to adapt to a rapidly changing environment
- Excellent skills in English (oral and written), further languages are an asset
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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation or adjustments throughout our recruitment process, you can always contact us.
Job Function: Finance, Business Analysis & ConsultingCompany Industry: Banking - Corporate
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