UBS

Client Account Manager - Global Family and Institutional Wealth

UBS
Zürich, Switzerland
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At UBS, we are dedicated to providing our clients with exceptional financial services and solutions. As a Client Account Manager for our Global Family and Institutional Wealth division, you will play a crucial role in building and maintaining relationships with high-net-worth individuals and institutions around the world. We are looking for a driven and experienced professional who is passionate about delivering top-notch client service and has a deep understanding of the financial industry. If you have a proven track record of success in managing client accounts and possess strong interpersonal and communication skills, we invite you to join our dynamic team at UBS.

  • Build and maintain strong relationships with high-net-worth individuals and institutional clients
  • Provide exceptional client service and act as the main point of contact for all client needs
  • Develop and implement strategies to grow client relationships and increase business opportunities
  • Understand and stay updated on the latest trends and developments in the financial industry
  • Collaborate with internal teams to develop customized solutions for clients' financial needs
  • Conduct regular client reviews and proactively identify opportunities to enhance the client experience
  • Ensure compliance with all regulatory requirements and internal policies and procedures
  • Prepare and present client portfolio reviews and reports
  • Act as a brand ambassador for UBS and uphold the company's values and reputation
  • Continuously strive to exceed client expectations and contribute to the overall success of the Global Family and Institutional Wealth division
Where is this job?
This job is located at Zürich, Switzerland
Job Qualifications

  • Bachelor's Degree In Business, Finance, Or A Related Field.

  • Minimum Of 3-5 Years Of Experience In Wealth Management Or Client Account Management.

  • Strong Understanding Of Global Financial Markets And Investment Strategies.

  • Excellent Communication And Interpersonal Skills To Effectively Manage Relationships With High Net Worth Clients And Institutional Partners.

  • Proven Track Record Of Achieving Sales Targets And Maintaining Client Satisfaction.

Required Skills

  • Communication Skills

  • Financial Planning

  • Sales

  • Problem Solving

  • Relationship Management

  • Client Service

  • Risk assessment

  • Strategic Thinking

  • wealth management

  • Portfolio analysis

  • Investment Knowledge

  • Cross-Cultural Competency

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Account Manager - Global Family and Institutional Wealth in Zürich, Switzerland is between CHF 130,000 to CHF 180,000 per year. However, this can vary depending on the specific company, level of experience, and other factors.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesGerman
Job PostedApril 22nd, 2025
Apply BeforeJuly 20th, 2025
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About UBS

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.

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