Job Description

Job Type

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Full Time

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Job Reference

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333384BR

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Location

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Perth, Sydney

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Your Team

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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.

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Responsibilities

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- A results-oriented front office support role in an workplace that works closely with Client Advisors to support the administration of client relationships.
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- An outstanding opportunity to be involved in hands-on operational tasks.
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- A function that collaborates closely with Business Management, Credit, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency.
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- A holistic advisory approach in Wealth Management and one of the strongest platforms in the industry.
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- Market leading products, tailored solutions and services for our sophisticated clients.
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Qualifications / Expertise

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- 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.
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- Consistent track record of meaningful work experience within Private Banking Wealth Management preferred.
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- University degree with a specialization in Banking/Finance.
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- A keen interest in financial products.
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- Excellent presentation and interpersonal skills.
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- Excellent service orientation when interacting with internal stakeholders.
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- Result-driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit.
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- The highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies.
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Equal Opportunity Statement

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UBS is an Equal Opportunity Employer.

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📌 Client Account Manager (New South Wales)
🏢 Ubs
📍 New South Wales