Client Advisor Assistant - UHNW

Job description

Description

As a Client Advisor Assistant at UBS you will actively support Client Advisors in their daily business and will be responsible for administrative and organisational arrangements. By providing an accurate and efficient service this maintains a strong relationship between the Client Advisor and the Client.

Wealth Management provides comprehensive financial services to wealthy private clients around the world – except those served by Wealth Management Americas. Its clients benefit from the entire spectrum of UBS resources, ranging from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.

UHNW offers comprehensive and highly personalised financial services for individuals and families with investible assets in excess of CHF 50 million. The UK is one of 21 locations globally.

Responsibilities:
-The Role holder is the first point of contact for processing client orders e.g. Payment requests, account opening queries, hedge fund applications.
-They are responsible for trouble shooting using specialised internal transactional systems.
-They work as part of a Client Advisor team and take responsibility for all client support service delivery. They advise the Client Advisor on client related processes, take client requests, resolving where possible so that the client relationship is maintained and developed and client satisfaction maximised
-The role holder also acts in the role of an intermediary to other service providers within the bank including settlements, legal, compliance and payments departments

Requirements:
• UK Financial Services industry experience in a front or back office role and knowledge of account opening/updating procedures
• Ideally, the candidate should have a High Net Worth background and links to market to new clients and knowledge of Wealth Management Client front office systems, eg. Paladign, e-portfolio etc.
• Strong sense of responsibility and the ability to adapt to changing demands; excellent organisational and communication skills and a flair for figures with a high level of attention to detail
• A flexible and effective communicator with a professional approach and the ability to work as part of a team and own initiative; keen to progress in your career
• Must be technically competent in Microsoft Office Suite, particularly Excel

What we offer

UBS offers talented individuals around the world a challenging, diverse and supportive working environment in which passion, commitment and hard work are valued and rewarded.

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Take the next step

Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? Apply now.

Disclaimer / Policy Statements

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.