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 that 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.
Responsibilities
- A results-oriented front office support role in an environment that works closely with Client Advisors to support the administration of client relationships.
- An outstanding opportunity to be involved in 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.
Qualifications / Expertise
- Ideally at least one year of Relationship Manager/Desk Assistant experience 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.
- A keen interest in financial products.
- Excellent presentation and interpersonal skills.
- Excellent service orientation when interacting with internal stakeholders.
- 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.
Equal Opportunity Statement
UBS is an Equal Prospect Employer.
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📌 Client Account Manager - Australia (City of Sydney)
🏢 Ubs
📍 City of Sydney
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