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Client account manager - australia

Melbourne
UBS
Accountancy Manager
Posted: 12 March
Offer description

Responsibilities

* 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, etc. for functional efficiency
* a holistic advisory approach in Wealth Management and one of the strongest platforms in the industry
* market leading products, tailored solutions and services for our sophisticated clients

Qualifications

* ideally at least one year of Relationship Manager/Desk Assistant experience preferably in Wealth Management or in a supporting role including in Wealth Management operations
* consistent track record of meaningful work experience within Private Banking Wealth Management preferred
* university degree with a specialization in Banking/Finance
* a keen interest in financial products
* excellent presentation and interpersonal skills
* excellent service orientation when interacting with internal stakeholders
* result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit
* the highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies

Job Details

* Job Type: Full Time
* Job Reference #: 333384BR
* City: Brisbane, Melbourne, Perth, Sydney

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 which 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.

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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