UBS Financial Services Wealth Management Client Advisor Assistant in the Client Service Team in Zürich, Switzerland
Job Reference #:
Are you a people person? Do you know how to stay calm and focused under pressure?
We are looking for someone who can help us support the front office while servicing clients.
support the Relationship Manager and Investment Advisors in their daily client business
be the point of entry for processing client orders such as account openings and account maintenance
assist in all administrative tasks and organizational matters in relation to client’s general inquiries and related to their investments and operational aspects
carry out daily transaction processing and complex troubleshooting
keep in contact with internal and external clients
Wealth Management Client Advisor Assistant in the Client Service Team
Country / State:
Switzerland - Zürich
Business management, administration and support
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Why UBS? Video
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. 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.
You'll be working in the Client Service Team (CST) Israel HNW in Zurich. We are a pooled client advisor assistant team which is responsible for providing flawless support to the front office which is delivering high quality investment advice to wealthy individuals in the Israeli market. We work closely with various departments within Wealth Management to ensure the best service for our clients. Providing an excellent and outstanding client experience is our main goal.
Your experience and skills:
banking experience (apprenticeship and/or banking traineeship) or alternatively a bachelor’s degree in a related discipline
experience in a similar role dealing with private clients and supporting client advisors
great computer skills, ideally with UBS programs e.g. CAWB, Subitop, CBD, etc. as well as willingness to learn new tools and processes and applications
the ability to work accurately and efficiently
excellent organization and communication skills
a highly motivated team player with a sense of responsibility and the ability to adapt to changing environment
a detail-oriented and reliable person
able to work under pressure and be perfectly organized
fluent in English and German, other languages (an additional assets)
Project: CST CAA
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?