Client Account Manager
Apply NowCompany: UBS
Location: Toronto, ON M4E 3Y1
Description:
Your role
Are you looking for a new challenge in a fast-paced Wealth Management environment? Do you want to be part of a high performing team?
We're looking for a Client Account Manager to:
develop and maintain strong, long-lasting relationships with clients by providing exceptional client servicing
act as the main point of contact for processing client orders such as foreign exchange, wire payments, loans, and deposits
work closely with internal teams, including trading, portfolio management team, and operations, to ensure a seamless client experience and achieve organizational goals
conduct account maintenance tasks and manage client-related procedures, including the opening and closing of accounts, supporting the client advisor with suitability assessment, and facilitating initial and ongoing Know Your Customer (KYC) and due diligence activities
assist client advisors with preparation for meetings and occasionally participate in client meetings
Your team
You'll be working with the Toronto team. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. You'll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Your expertise
minimum of 5 years of financial services experience within a client-facing team or equivalent commercial experience within the financial services industry
solid comprehension of financial products and solutions, including deposits, banking, brokerage, custody, investment, and credit products
effective relationship management skills, demonstrating situational awareness and the initiative to self-challenge or challenge others
sound judgment and problem-solving skills with a proactive style that delivers timely results
proven ability for attention to detail and accuracy
strong written and oral communication skills, including the ability to deliver difficult messages, complex ideas, and client issues with confidence
have CIM or CFA license otherwise expected to complete licensing requirements within 18-months of being hired
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/adjustments throughout our recruitment process, you can always contact us.
Are you looking for a new challenge in a fast-paced Wealth Management environment? Do you want to be part of a high performing team?
We're looking for a Client Account Manager to:
develop and maintain strong, long-lasting relationships with clients by providing exceptional client servicing
act as the main point of contact for processing client orders such as foreign exchange, wire payments, loans, and deposits
work closely with internal teams, including trading, portfolio management team, and operations, to ensure a seamless client experience and achieve organizational goals
conduct account maintenance tasks and manage client-related procedures, including the opening and closing of accounts, supporting the client advisor with suitability assessment, and facilitating initial and ongoing Know Your Customer (KYC) and due diligence activities
assist client advisors with preparation for meetings and occasionally participate in client meetings
Your team
You'll be working with the Toronto team. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. You'll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Your expertise
minimum of 5 years of financial services experience within a client-facing team or equivalent commercial experience within the financial services industry
solid comprehension of financial products and solutions, including deposits, banking, brokerage, custody, investment, and credit products
effective relationship management skills, demonstrating situational awareness and the initiative to self-challenge or challenge others
sound judgment and problem-solving skills with a proactive style that delivers timely results
proven ability for attention to detail and accuracy
strong written and oral communication skills, including the ability to deliver difficult messages, complex ideas, and client issues with confidence
have CIM or CFA license otherwise expected to complete licensing requirements within 18-months of being hired
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/adjustments throughout our recruitment process, you can always contact us.