Client Account Manager - Wealth Management, Greece & Cyprus Team

About the role

UBS is looking for a client account manager for its Wealth Management team covering Greece and Cyprus, based in Geneva. The role sits in the client coverage team alongside client advisors and supports the delivery of bespoke client services for wealthy families. It is a full-time position.

Key responsibilities

• Manage daily business in client servicing and act as the point of entry for processing client orders such as stock orders, foreign exchange, loans and deposits
• Be the direct contact for daily banking activities and administrative work, and handle client transactions, inquiries and troubleshooting
• Perform account maintenance tasks: account opening and closing, suitability reviews, initial and recurring KYC and due diligence research
• Follow up and resolve client inquiries and problems professionally and in a timely way
• Identify cross-selling opportunities and discuss them with the client advisor
• Support client advisors with administrative, risk and legal and compliance tasks, and assist them during business trips and client meetings

Required profile

• Financial services experience, ideally in a client-facing team, or other relevant commercial experience in the financial services industry
• Bachelor's degree or equivalent financial qualifications
• Interest in financial markets and in dealing with institutional-like clients
• Professional level of English (oral and written); further languages are an asset

Required skills

• Solid understanding of financial products such as deposits, banking, brokerage, custody, investment and credit products
• Effective relationship management, sound judgement and problem-solving with a proactive style
• Superior written and oral communication, including delivering difficult messages and complex ideas confidently
• Ability to adapt to a rapidly changing environment and to use tools and resources to serve clients efficiently