Prime Brokerage – Account Manager recruitment
UBS is a leading global financial services firm. Our Investment Bank is one of the world’s top global investment banking and securities firms, providing a full spectrum of products to institutional and corporate clients, intermediaries, government and hedge funds worldwide.
Experienced candidate required to join our Prime Client Service Account Management team responsible for maintaining client relationships post trade execution across asset classes, consulting with clients on operational efficiencies to help process improvements and to help identify balance trends/ key areas which could result in revenue growth.
We aim to integrate ourselves into the operational infrastructure of our clients to make working with UBS Prime Services seamless. To do this we develop a deep understanding of how our clients work and what is important to them – spending time in their offices and conducting detailed service reviews which provide invaluable feedback. We use this feedback in peer group analysis to help drive efficiency on both sides, working with internal groups such as Product Development to improve our competitive edge.
Ours is a global product and we have many clients who require multi-region coverage. Working closely with our counterparts means we can ensure an accurate handover at the end of each time zone. Main duties will focus on:
- Formalised periodic client service reviews
- Cross product client facing liaison for Prime Services
- Administrator Relationship Management
- Escalation point for some non-PB related products
- Controls exception monitoring via an online daily workflow tool (PBW)
- Continuous client education (PB teach-ins, SME groups, selling UBS/IB capabilities)
- Client peer group procedural analysis (increased STP for both client UBS / regular MIS)
- Monitoring and understanding potential revenue generating opportunities
- Managing our extended Off-shore team (manual processing)
- Continual strengthening of business understanding via our SME group
- Ongoing analysis of client service value proposition vs client base to ensure optimal cost to serve is maintained
- Keep abreast of significant industry changes/updates affecting clients
Requirements:
- Previous Client Services experience from a Prime Brokerage (PB) with a track record in building and sustaining long-term relationships with internal/external clients.
- Solid understanding of the PB and/or Futures Options businesses – ETD products.
- Graduate or equivalent qualification caliber
- FSA registered highly advantageous
- Good working knowledge of MS Outlook, Excel, Word, Powerpoint.
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.