Client Advisor Assistant recruitment
As the successful candidate you will be responsible for the following:
• Maintenance of Strategic Partnerships Team (SPT) and end client database.
• Support the SPT business by assisting the growth and maintenance of new and existing SP/Client relationships.
• Assist in the preparation of SP and client pitches.
• Supporting the client adviser in the training of SP and SP staff.
• Account opening, payments, fixed deposits, foreign exchange business, stock market orders and alternative investment applications.
• Liaising with internal and external service providers to ensure timely execution/resolution of client requests/queries.
• Implementation of internal and external directives and guidelines in daily business transactions; monthly reporting, such as Client Advisor revenues and adhoc client valuations.
• On the job training of less experienced staff.
• Reviewing, recommending and implementing new processes in your field of expertise; acting in the role of an intermediary to other service providers, including settlements, legal, compliance and payments departments.
Business Divisions Wealth Management and Swiss Bank
Function Category Administration and Support
Requirements
• Exposure to the IFA Market
• Life Company background with Sales Support and Administration experience.
• Experience in the UK Financial Services industry ideally within a Front Office environment;
• History of client interaction.
• A first-rate communicator, both orally and written.
• Able to maintain a professional approach at all times;
• Conscientious self starter, who is proactive, detail-oriented and able to multi-task and excel when working both in a team and independently;
• Technically competent in Microsoft Office Suite, particularly Excel (minimum intermediate level).
What we offer UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.