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Client account manager - perth

Perth
UBS
Accountancy Manager
Posted: 15 April
Offer description

Your role

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

Role overview

* A results‐oriented front‐office support role in an environment that works closely with Client Advisors to support the administration of client relationships.
* An outstanding opportunity to be involved in hands‐on operational tasks.
* A function that collaborates closely with Business Management, Credit, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT and more to achieve functional efficiency.
* A holistic advisory approach in Wealth Management and an industry‐leading platform.
* Market‐leading products, tailored solutions and services for sophisticated clients.

Job details

* Job type: Full Time
* Job reference #: 330322BR
* City: Perth

Your team

You'll be working in our Global Wealth Management business division in Australia. Our role is to manage, preserve and grow the wealth of our clients. We are a department that values diversity and inclusion (D&I) and is committed to realizing the firm's D&I ambition, which is an integral part of our global cultural values.

Qualifications

* Ideally at least one year of Relationship Manager/Desk Assistant experience, preferably in Wealth Management or a supporting role within Wealth Management operations.
* Consistent track record of meaningful work experience within Private Banking Wealth Management preferred.
* University degree with a specialization in Banking/Finance.
* Strong interest in financial products.
* Excellent presentation and interpersonal skills.
* Excellent service orientation when interacting with internal stakeholders.
* Result‐driven work approach, high flexibility, personal responsibility and an entrepreneurial spirit.
* Highest professional work ethic, compliance with internal and external guidelines, and regulatory policies.

Legal statement

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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