Client Account Manager - Global Family and Institutional Wealth

Welcome to UBS, a leading global financial services company with a strong commitment to helping clients achieve their financial goals. We are currently seeking a highly motivated and experienced Client Account Manager to join our Global Family and Institutional Wealth team. As a key member of our team, you will have the opportunity to work with high-net-worth individuals and families, as well as institutional clients, to provide customized financial solutions and build long-lasting relationships. If you have a passion for delivering exceptional client service and a strong understanding of the financial industry, we invite you to apply for this exciting role. Join us and make a meaningful impact on the lives of our clients.

1. Serve as the main point of contact for high-net-worth individuals, families, and institutional clients, providing exceptional customer service and building strong relationships.
2. Develop a deep understanding of each client's financial goals, needs, and risk tolerance in order to provide customized financial solutions.
3. Collaborate with internal teams, such as wealth advisors and investment specialists, to develop and implement comprehensive financial plans for clients.
4. Proactively identify potential investment opportunities and provide recommendations to clients.
5. Conduct regular portfolio reviews and communicate updates and performance to clients.
6. Stay up-to-date on industry trends, regulations, and best practices to provide informed and accurate advice to clients.
7. Ensure compliance with all company policies, procedures, and regulatory requirements.
8. Act as an ambassador for the company, promoting our services and values to potential and existing clients.
9. Continuously seek ways to improve the client experience and provide feedback to management.
10. Meet and exceed performance targets, including revenue and client retention goals.
11. Maintain accurate and detailed client records and reports.
12. Attend industry events and conferences to network and stay informed on market developments.
13. Act as a mentor to junior team members and assist with their professional development.
14. Handle any client complaints or concerns in a timely and professional manner.
15. Uphold the company's reputation for integrity and ethical behavior in all interactions with clients and colleagues.

According to JobzMall, the average salary range for a Client Account Manager - Global Family and Institutional Wealth in Zürich, Switzerland is between CHF 120,000 and CHF 180,000 per year. This may vary depending on the specific company, experience level, and other factors.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.