Client Advisor Assistant recruitment
UBS is a leading global financial services firm. Global Wealth Management Business Banking combines the world’s leading wealth management business, the leading retail bank in Switzerland, and one of the top private client businesses in the USA. We provide a comprehensive array of customized banking and securities services to our clients around the world.
The role will focus on supporting Client Advisors in the servicing and prospecting of High Net Worth Clients. The successful candidate will be responsible for ensuring that administrative and organisational methods, as well as client related processes, are in place and continuously improved. By providing and accurate, efficient and bespoke service, client satisfaction is achieved.
Day-to-day tasks will include:
- Execution of instructions and orders for payments, investment products and services.
- Opening and closing of accounts; processing of credit proposals; maintaining client information systems; collating investment material for marketing/servicing purposes and general co-ordination between Client Advisor, client and other providers within the bank.
- Support in the preparation of investment proposals and client presentations will be part of the role.
The role holder must be competent as well as confident to deal with clients face-to-face in meetings as well as on the telephone, and able to work effectively on own initiative without supervision.
Role requirements:
- Educated to degree level or equivalent.
- An understanding of the Russian language is essential.
- Previous experience from a Wealth Management environment; preferably within front office or Operations.
- Technically competent in Microsoft Office Suite, particularly Excel and PowerPoint.
- Effective communication and negotiation skills with a strong customer service focus.
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.
If you would like to work for a global organization where individual contribution counts and where your ambitions and abilities can make a difference, please apply for this position. It starts with you.
UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.