Client Account Manager - Global Family and Institutional Wealth
UBS
Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can:
• support our private bankers known as Client Advisors who manage comprehensive and complex GFO client books
• assist in credit / structured lending matters, credit analysis to support our clients' lending book
• assist in corporate action matters
• comfortable with complex excel worksheets
• comply with all regulations, policies and standards, contributing to an effective risk culture
• keep accurate, up-to-date client documentation to meet regulatory requirements
• carry out daily transaction processing and complex troubleshooting
• keep in contact with internal and external clients
• support our private bankers known as Client Advisors who manage comprehensive and complex GFO client books
• assist in credit / structured lending matters, credit analysis to support our clients' lending book
• assist in corporate action matters
• comfortable with complex excel worksheets
• comply with all regulations, policies and standards, contributing to an effective risk culture
• keep accurate, up-to-date client documentation to meet regulatory requirements
• carry out daily transaction processing and complex troubleshooting
• keep in contact with internal and external clients
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